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Nu kan du ringa från Pipedrives webbapplikation med ett klick utan extra kostnader
I veckan upptäckte jag att man nu kan ringa på ett ytterligare sätt än att använda Caller eller andra appar. Du gör det genom att koppla din mobiltelefon till Pipedrives webbapplikation. För att få detta att fungera behöver du göra några enkla inställningar i din iPhone eller Android telefon. Vill du se hur? Klicka då på…
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Pipedrive autocorrect settings
Hi dear community, Just to let you know that if you have a problem with the autocorrect of pipedrive, it is not due to pipedrive software but with your browser settings. If you want an autocorrect in the right language, you can add it to the browser setting and it will probably improve your working conditions. Best, Théo
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63 Essential Sales Statistics for 2021 📊
Has there ever been a time in sales like this? Not only have sales reps been working from home, but companies have had to shift to remote selling and adapt techniques so sales reps can reach their quotas from anywhere. Check out these 63 essential sales statistics for salespeople in 2021 and learn more about how the sales…
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Pulling a list of all contacts and linked deals
I recently tried to pull a list of all of our contacts and their linked deals. I know we can pull a list of linked contacts and orgs but it would be extremely helpful if we could pull a list of all contacts and their linked deals. The reason we want this functionality is because ensuring all of our contacts are…
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Tukipyynnöt suoraan Pipedriveen
Aika ajoin minultakin kysellään, kuinka tukipyynnöt saisi suoraan Pipedriveen ja kuinka niitä voisi hallinnoida siellä. Pipedrive julkaisi vastikään mielenkiintoisen videon aiheesta täällä Communityssä - ehkä joku sen jo kävikin katsomassa. Tässä linkki kyseiseen julkaisuun:…
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Some things I wish I’d have known before doing my first demos
When I started my first sales role at Klaus in 2018, I had never done a demo or a discovery call. I was thrown straight into the deep end, and over the past 3 years, have made a fair few mistakes. Here are a few things I wish I had have known before I started: You don’t need to show everything in the first call My early…
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HELP - managing one company in more countries?!
Hi all! 😊 Does any of you have experience in managing one company in different countries in pipedrive? If so, is it possible to keep everthing under one pipedrive "company" or is it better to have one "company" in pipedrive for each country? I see pros and cons for both? My case right now: I have the a Danish company and…
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When using the Propose Time, I've seen the available hours does not take into account my current eve
When using the Propose Time, I've seen the available hours does not take into account my current events in the calendar. So for example, if I book a demo with a client through a phone call at 10am Friday directly on my calendar, clients can still book with me at that time trough the Propose Time link. It would be nice if…
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From a Pipedrive Pro - LeadBooster for Support Tickets 📝
https://pipedrive.hubs.vidyard.com/watch/CPPXKD6MbfYPdyJJkii1jq? Our Pipedrive pro @Bruna Fondo shares some tips on how you can easily set up LeadBooster to receive support tickets from your website, and be automatically notified whenever a new request comes through in your pipeline. 🔔 Be sure to check out the full Learn…
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Creating a Web Form in Pipedrive that is GDPR compliant 📝
The implementation of the GDPR law in 2018 had a significant impact on Sales and Marketing companies, namely for lead generation, prospection, and e-commerce. You can learn more about GDPR compliance for your sales team in this blog entry. In Pipedrive specifically, the Web Forms feature is one of the most valuable tools…
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How to automate an activity triggered by an incoming email?
I have a website where you can signup for our subscription based service. I would like the ability to send an email to pipedrive when a new user signes up and let this email be a trigger in Pipedrive to automaticly create an activity. Does anyone know if this is possible?
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WON Deals
Hi, when i mark a deal as won, I notice it comes off my pipleine, but how do i access won deals should i wish to review these ? #dealswon
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🗺️ Around the world in new Campaigns testers - welcome everyone!
Australia, Sweden, Japan, Poland, Finland, Netherlands, UK, Mexico, Germany, New Zealand, Greece, USA, Brazil, Canada, Slovakia, Ireland - to name but a few! 👨🏫 Ask your questions and share your tips about Campaigns here on the channel. Product Manager @Janis Rozenblats will answer. @Bruce G. Minor @Data NAAMA @Sebastián…
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What is the best app to use for bulk email campaigning?
My boss is wanting me to start doing bulk email campaigns and I was wondering what app everyone preferred for this. I currently have my Gmail linked to Pipedrive, should I be using something different?
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From a Pipedrive Pro - VLookup: The fail-safe way to update your existing Pipedrive data via Spreads
https://pipedrive.hubs.vidyard.com/watch/5U3LBPTpUvBAUDMZBXPWEj?Our Pipedrive pro @Emily Howard demonstrates how VLookup is just the ticket you need to easily map unique IDs to the items you're updating via spreadsheet. So no matter now much data there is to import, all you need is a few keystrokes to ensure all data is…
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New: Insights UX update 📊
What? Users can rename dashboards, reports and goals by simply clicking on their name. Why? To make the renaming process simpler: it is no longer necessary to go on the 3 dots button, and saves you 3 clicks. When? Out now across all regions 🔔 Be sure to follow What’s New? to get notified about all new product releases 🔔
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New posibility with Zapier integration
When my sales team identify a B2B customer employee have changed job, they delete them in Pipedrive. I would like to be able to make a zap in Zapier where people deleted in Pipedrive are unsubscribed our email lists in Mailchimp. I assume I'm not the only one within the B2B market, which could use this feature?
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Remote Working, or Working Remotely?
This week, I'm taking advantage of the generous remote-working policy at Pipedrive to visit my family in the UK for the first time since the pandemic started. A lot has happened since I was last here. For companies and teams like ours, remote working possibilities should be a no-brainer. We are a global company with a…
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Sales Meeting Ideas: Topics & Agendas to Motivate your Team
Sales meetings are essential for any sales operation. But too often they are seen more as a necessary evil than an opportunity to improve. Be sure to make the most of your meetings by effectively planning each meeting and motivating your sales teams. Your reps will be excited and ready to contribute to your sales meetings…
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KPI & Sales/Revenue dashboards
Hello everyone, I would like to have your feedback on the best KPI dashboard (sales/revenue dashboard) you have used so far. Among those which can be integrated to Pipedrive easily we have found Plecto, Dearlucy and Databox. Can I have your opinion on any of the above if you have used them? Is there any other software…
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Pipedrive goals on the basis of e.g. tags
If I want to define goals via Pipedrive Insights, I can currently only do this on the basis of the people. Is it possible to link the goals with, for example, the tags of the deals? In concrete terms, we are dealing with product groups, some of them are processed crosswise by several people. The tags should be used here to…
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Double Entry of Information -Frurstrating
Anyone else frustrated with double entry of information from the deal module to the contact module to the organization module? Is there a work around that can be shared? Why in the world would one have to enter the same address 3 different times? HELP..please.
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From a Pipedrive Pro - Where to Find a List of Deals Related to a Product 📝
https://pipedrive.hubs.vidyard.com/watch/9BwoPYzeRHzbA5x5vMTtWc?This time, our Pipedrive pro @Emily Howard shows us a quick trick to find all deals that have been involved with a specific Product. 🔔 Be sure to check out the full Learn from a Pipedrive Pro academy course for more productivity hacks from our pros, and…
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What manual workflows do you wish you could automate?
Hey Pipedrive community, During the past month, my team and I have been working on a tool to automate manual workflows in Pipedrive such as logging data, copy-pasting external emails, and juggling tabs. Reading through the threads here was great to learn about repetitive activities that can be streamlined and how to help…
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Automation: Linking of newly created Deal + Person + Organisation
Hi, Is it possible with the pipedrive automation to link together a newly created Deal + Person + Organisation? So far I have not figured that one out. I look up the existance of the Deal + Person + Organisation via Zapier, and if they don't exist I created them, BUT I cannot link them together and Pipedrive does not seem…
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E-mail sync, how to work around the lack of folders within pipedrive
I'm a quite new user of pd, and just figured out that there is no possibility to organize my pd inbox with different folders. My question to this forum is how do you more experienced users work around that issue? I'd prefer to only work in one inbox instead of keeping both pd and my outlook organized. Regards, Lars