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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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Did Pipedrive get rid of the / keyboard shortcut for search?
This used to be a shortcut but it's no longer working for me. Checking Pipedrive support documents I don't see any mention of this. Was the shortcut removed?
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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
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Morjens Suomen Pipedrive-yhteisö!
Moi! Sain mieluisan roolin, kun pääsen antamaan vauhtia tälle Suomen Pipedrive-yhteisölle. Täällä onkin jo mukava määrä porukkaa! Minä haluan kollegoideni kanssa auttaa parhaimman osaamisemme mukaan teitä Pipedriven haltuunottamisessa ja tehokkaassa käytössä. Olen nyt noin kymmenen vuotta tehnyt erilaisia…
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New and seeking any help
I am new at my company and nobody really knows how to work Pipedrive and I have been tasked with learning the ins and outs. I have watched several of the beginner videos but am just as confused if not more confused. Anyone have any tips on where to start and how not to be so overwhelmed? Any help or pointers will be…
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'Best practise' för att sätta upp en pipeline
Hej, Min erfarenhet av crm och strukturerat sälj är rätt begränsat (typ ett par timmar), så jag tänkte se om jag kunde få lite input här. Jag har en lista med kanske 2000 namn med iskalla leads. Ingen tidigare kontakt med dem. Min tanke är att ringa dessa och försöka boka ett säljmöte. Vill det sig väl så blir avslut på…
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Verabschieden Sie sich vom manuellen verknüpfen von synchronisierten Aktivitäten!
Was wäre, wenn ich Ihnen sagen würde, dass die Aktivität auf dem Screenshot unten über Google Calendar Sync eingegangen ist und Kontaktperson/Organisation/Geschäft automatisch verknüpft wurden, ohne dass eine manuelle Eingabe erforderlich war? Schwer zu fassen, ich weiss :) Aber es ist zu 100% wahr - versprochen!…
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Delete thousands of contacts
Hello, I would like to delete around 4.000 contacts from PD. The list view is not an option as this would require selecting these 4.000 contacts manually. Is there an upload that deletes contacts based on the email address or something like this? Kind regards Hubert
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lead or deal? asking for help organizing my data
I have a service business. My clients get to me by various ways. Word of mouth, FB/IG posts, webinars, courses I teach and more. Sometimes the first communication is a phone call which ends after scheduling a meeting(which is actually a sale). Sometimes, it starts with a text message, only asking for advice on a specific…
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How can i change subscription start date?
I want to changer to subscription start date on an existing open deal (Not won or lost). Once I have defined Revenue as Subscription, i can no longer change the start date. I can only make a change to recurring amount, effective on a specific date. But this does not make sense, as the deal is not even closed yet, so…
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Pripedrive einstieg nach Testversion
Habe mit einer Testversion gestartet und wollte jetzt richtig eintreten. Bei der Abgabe meiner Zahlungsdaten informiert mich Pipedrive, dass Sie 59 Euro pro Monat wollen. Für mich wäre allerdings der Basic evtl. Advance Einstieg der Richtige. Wo kommen die 59 Euro pro Monat her? Gruss
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Nu kan du schemalägga dina mejl i Pipedrive
Hej, Har du någon gång önskat att du kunde skriva ett mejl men skicka det vid ett annat tillfälle? Nu kan du skriva dina mejl när du vill men slippa skicka dem på olämpliga tider till dina prospekts och kunder. Läs mer här.
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Adding more triggers to 1 automation
Why does not workflow continues.. what's wrong. There is only 1 action per trigger. Can you please check the image below why the automation does not work & what can I do to make it work?
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파이프드라이브 가이드: 사용자 지정 필드로 필터 검색하여 엑셀로 내려받기
질문: 사용자 지정 필드를 포함한 인사이트 리포트 생성하는 대신, 해당 거래만 엑셀로 내려받기 하려면 어떻게 하나요. 답변 사용자 지정 필드에 접근하는 인사이트 리포트는 프로페셔널 플랜에서만 가능합니다. (이 문서 참고하세요.) 프로페셔널 플랜으로 업그레이드 하는 대신, 사용자 지정 필드값에 따라 거래를 필터링해서 엑셀 파일로 내려받으려면 다음과 같이 진행하세요. * 원하는 필터 생성 * 해당 필터를 파이프드라이브 '목록 뷰'에서 실행 * 필터 결과를 엑셀 파일로 내보내기 상세예시 예를 들어. 'membership' 이라는 사용자 지정 필드를 생성하여 다음과 같은 값중…
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Slack Channel Messages and Automations
Hi, I am trying to update a slack channel when a deal moves along our pipeline. This works fine if I am an owner, but not if anyone else does it. And yes, I have set it to be triggered by any user. Seems like a bug to me? Nothing wrong with the automation as it works when I do it... and the other standard automations like…
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Best practice Ratschlag: Kontakt oder Lead?
Guten Abend. Ich bin neu hier und fange gerade erst mit PD an. Ich habe über die Suche schon gesucht, aber nichts passendes gefunden. Meine Frage: was ist die best practice für folgendes Szenario? Ich habe eine eingehende Emailnachricht weil ich die Person „kalt“ angeschrieben habe. Keine Kontakt, kein Unternehmen, kein…
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Old customer is back with all data export, but how can I tell him to import this data?
Greetings, I have a client who decided to stop Pipedrive subscription about six months ago. But he exported all the data as shown in the screenshot. Then he had six excel files for these items: * deals * organizations * people * products * activities * notes Now he wants to get back to Pipedrive, and he's very excited to…
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change the color of the form text
Hello! Is it possible to change the color of the form text? Look at the attached image. As you can see the text is not visible ... Thank you
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From a Pipedrive Pro - How to Get a Map View of Your Contacts and Deals 🗺 📍
https://pipedrive.hubs.vidyard.com/watch/hfT72aPhT29Gt1Tu723sjs?Learn from our Pipedrive Pro @Veronica Alessandrini how to get a map overview of your contacts and deals. You can even apply filters to your results to hone in on the demographics you need. 🔔 Be sure to check out the full Learn from a Pipedrive Pro academy…
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Do you know what a Pipedrive CSM does?
Hi Pipedriver Have you ever wondered who are those magical creatures called Customer Success Managers? What do they do? And how can you catch one for yourself? A Customer Success Manager is a person who is dedicated to helping you have a successful journey with Pipedrive. Here are some main things that they focus on: Helps…
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Use products in a report/filter
Hi, We are using Products with Deals for an account. Unfortunately it is not possible to use Products as a filter or column in creating a new report . At this moment there is just one standard report available for presenting product details, but this report will probably disappear with the final release of the new Insight…
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Handschriftliche Notizen erfassen
Hallo zusammen, ich möchte gerne handschriftliche Notizen mit dem iPad machen. Hierzu gab es vor ca 2 Wochen eine Mail von PD, dass dies nun als neue Funktion implementiert ist. Bei mir funktioniert es leider nicht, kann mir jemand sagen wie ich das aktivieren kann? Vielen Dank.