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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.
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How To Print A Simple Check Register?
To get the desired results, follow the steps given for the printout of a Quickbooks Check Register. * Go to the QuickBooks Online Accounting tab first. * Go to the Account Chart then. * Next to the registry you want to print is a View Register. * If you feel necessary, you can filter or sort the list. * Then select the…
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Calender sync
Hi, I Synced my calender but have decided to not use this function, however I still have the old data. How can this be removed?
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Lead nurturing and sales funnel
Hi All, I have a few questions on lead nurturing / sales funnels. * How do you categorize your leads in Pipedrive? * Since there is no 'delayed (scheduled emails) in Pipedrive, how do you manage this bit? * I got to know about this : https://www.pipedrive.com/en/blog/sales-funnel , however we need to have more details on…
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From a Pipedrive Pro - How to Automatically Duplicate Deals in Other Pipelines with Links To The Fir
https://pipedrive.hubs.vidyard.com/watch/VrYu2U19h92jArpw85yPqz?ref=community_postIn this tutorial, our Pipedrive pro @Luiza Salomão returns to demonstrate how to use Workflow Automations to take the manual work out of duplicating deals to other pipelines on your Pipedrive account. 🔔 Be sure to check out the full Learn…
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How many in the community are using video or podcasting as part of your content creation strategy?
How many in the community are using video or podcasting as part of your content creation strategy?
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Best native integration for email marketing
We have a set of automatic emails set up how do we stop the automatic emails once a response has been received to one of the emails . We work off one pipeline at the moment but would like to move emails that have been responded to to another pipeline for more attention and allow the non responsive email to continue its…
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Make Additional Shortcuts / "Quick Actions" available
It would be great if there was the option to program/customize additional shortcuts into Pipedrive. For instance on the leads tab, you have to click the lead and then click to expand any notes within the lead. We would love to add a shortcut that will automatically expand all notes when a lead is open. Alternatively, it…