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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…
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"send delayed emails", funkcia je už nasadená do BETA verzie.
Zdravím všetkých, možno to niektorí poznáte, keď sa Vám práca pretiahne do večerných hodín alebo víkendu, potrebujete vybaviť emaily, ale zároveň nechcete v týchto časoch spamovať schránky kolegov/klientov. Pre tieto prípady existuje skvelá funkcia "send later/poslať neskôr", ktorá je široko dostupná v Gmail aj vo väčšine…
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3 Tips to set up your Pipedrive account before setting it up!
As an Account Executive, there was one question I got asked on a daily basis by lots of different customers: How can I efficiently set up and use Pipedrive? When investing in new tools, the need of finding « the perfect one » is quite understandable. Only considering CRM tools, you navigate in an ocean of choices and, if…
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Real estate question - If you're an agent/broker - how do you manage open for inspections in Pipedri
Real estate question - If you're an agent/broker - how do you manage open for inspections in Pipedrive? I'm finding it great for chasing business or specific buyers - but open for inspections seem to be a struggle.
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Do you use PipeDrive only for sales, or do you adapt it to other parts of your business?
Do you use PipeDrive only for sales, or do you adapt it to other parts of your business?
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Tips and Tricks from a Pipedrive pro: Preparing for a call with your CSM
Hello to our most special Pipedrivers! Our wonderful star Customer Success Manager (CSM) @Andri Annuka would like to share some magical Tips and Tricks with you. Have you ever had a warm, but slightly lingering conversation with your significant account manager? Well, here are some tips for you to keep in mind for the next…
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[Survey] How do you use Whatsapp in your work with clients?
Hi, people! My team and I are working on a way to improve the sales team`s efficiency on Whatsapp. Specifically, we're developing the automatic Whatsapp to PipeDrive integration. I'm looking to find out how you use Whatsapp in your work now: for lead gen, sales, account management, long-term customer relations, etc. Please…
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Different Automations for deals in different localities
Hi, We have a Contact Forms 7 form on our WordPress site with CF7 Pipedrive Integration. When a lead submits the form, the integration creates a deal in Pipedrive, and the prospect gets an email. We'd like to have one email go to international leads and a different email going to leads in the United States. Is there a good…
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From a Pipedrive Pro - How to Declutter Your Detail Views 🧹
https://pipedrive.hubs.vidyard.com/watch/GS2snPwVvZCdJSnRjBSyGZ?In this tutorial, our Pipedrive pro @Luiza Salomão demonstrates how to use Important Fields to declutter your detail views by hiding all fields except the ones that matter during that specific stage of the sales process. 🔔 Be sure to check out the full Learn…
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Need help with Embedding in email templates
How can you embed videos in email templates? When I try, the code shows up but not the video itself. Can anyone help answer this ?
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Hi everybody. For people using iPhone, dont you think its inconvenient to manual logging for incomin
I bought android phone purposely to install pipedrive on it. Im aware that Android apps can automatically logging both incoming & outgoing calls. Thats awesome for me because i work as property consultant. Lots incoming & outgoing calls happened on daily basis. So, next year i would love to buy iPhone to replace my Google…
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The #1 mistake that all sales teams make
Here's what is killing your Sales Outreach: Paying EQUAL attention to every lead! You see, your leads are at different stages in their buying journey. * Some are ready to engage. * Some are passive lookers. * Some others might just not be interested. How do you create a personalized and specific journey for leads in these…
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How do you get your leads? 👂
How do you get your leads? 👂
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Is there a way to change columns on the Lead page?
Is there a way to change columns on the Lead page?
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Multiple Deals Linked to a Head Contract
Hello, I was wondering if anyone has any experience with having a Multiple Deals Relevant to a Single Head Contract. For example we have a tender where there are 3 different locations (essentially seperate deals, as each location has a different value), but ideally we would have them all linked to a main head contract deal…
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When to use close deals vs won deals in my pipeline?
We do a lot of outreach, recruiting and campaign with prospects for our affiliate marketing program. I have separated everything into into three pipelines. Now prospect from the first pipeline enter the next pipeline where once recruited are won deals. These new affiliates will then move onto campaigning. once the deals…
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Hi Guys, When dragging customers from one stage to the next we would like to implement a workflow a
Hi Guys, When dragging customers from one stage to the next we would like to implement a workflow automation of an email to be sent out to the customer. However we are concerned that human error, may mean that a customer might be dragged to the wrong stage, and therefore receive and email they shouldn't. Has anyone found a…
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Calendar
I am in the construction industry so we do multiple site visits in a day and I have different sales people and crews, we book from 6-8 weeks out. We use google calendar right now but I and my team do not care for it. Any suggestions on a calendar would be appreciated.
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Accepted Deals Reports
Is there a way to report on the value of accepted estimates for the month? I have the problem of not knowing the value of accepted estimates, I have a report of the won deals but that is not until the deal has been paid in full. Any suggestions?
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Price increases
Hi, What's the easiest way to change prices for ~200 products? I've tried the export/import function, but the products have been imported as new products... Thanks!
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L'automatisation des tâches dans votre Pipedrive pour vous faire gagner jusqu'à 1h par jour et par S
Hello la communauté Pipedrive 🙂 On fait un webinar sur l'automatisation des tâches dans votre Pipedrive pour vous faire gagner jusqu'à 1h par jour et par Sales 🔥 Nous partagerons les techniques & astuces à mettre en place facilement pour transformer votre #CRM en super machine à prospecter 💪 📆 Au programme du 20 Juillet à…