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🗣️ 💬 Campaigns: Q&A | volume 2
This week we're answering questions that we get from Campaigns users like you! 🗣️ Post your own in the comments below and we'll answer. 💬 Q: Will we be able to add a campaign for only when a client is within a specific Deal stage? A: This can be achieved today with filters that contain the deal stage as criteria. At the…
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Using Pipedrive email only.
Is there anyone out there - just using Pipedrive for email? We're testing it with some of our sales people - so they only have access to email via pipedrive. The like some of it, but find the lack of directories/folders a problem as they can't sort email. Anyone doing something similar that can share their experience? How…
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Updating Multiple Deals with a single activity.
Hi We have instances where we discuss multiple deals in a single phone call. We currently need to create a call activity for each deal we discuss as you cannot add multiple deals to an activity. Anyone with a workaround to save some time? Thanks.
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Customize mobile app
Hi, I have not been able to figure out how to add/remove a default filed to pipedrive's mobile app. I'd like to add the default field, instant messenger. The two default fields on the mobile app are the phone number and email address. Ideally, I'd like to remove the phone number and add the instant messenger. However, if…
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Using VLookup to clean up your spreadsheet
Hey Pipedrivers, When you're importing data into Pipedrive, having a clean and organized spreadsheet is key. There are many tools in Excel that you can use to clean up your data or remove duplicates. A VLookup can be helpful in a few different scenarios, including updating data in bulk via spreadsheet using the Pipedrive…
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Looking Pipeline funnel for graphic design studio
Hello I'm running a graphic design studio, I'm looking for an example of pipeline funnel that could help us to understand better how to shape ours. Would be welcomed any suggestion. Thanks.
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Introdunction
Hey everyone! I’m Kailas. Excited to join this community. I’m interested in learning new trends in software industry, tech and IoT evolution; and to me it’s the place where everything connects. I look forward to learning from this talented group and contributing where I can. I enjoy traveling (especially in sunny places :)…
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Multiple locations to one organisation
Is there a way to assign multiple locations to an organization? In this specific case, our contact person addresses are to be output via a filter for a Christmas mailing, for example. So far so good & simple. However, different contact persons of some companies are located at different locations. Does anyone have an idea…
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How does Won Time account for timezones?
Hello, We have salespeople in both North America and Europe. When they mark a deal as Won, is the Won Time marked based on their timezone? For example, a European salesperson may mark a deal as Won at 1:00am on Wednesday, but to me it would be technically Won on Tuesday. How is this accounted for in Pipedrive? Thanks!
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Does my VOIP from MS Teams work with the caller?
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How to show or hide Pipedrive data fields per pipeline
I often get asked if you can show/hide fields on certain pipelines or at certain stages. While you technically can't disable a field from showing on a particular pipeline, there is a workaround we can use. Set all your data fields to NOT display in the details view. Then go through each field and customise the…
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Activity log
Hi, I'm trying to identify why an organisation on a few deals has changed from one company to another. Is there anywhere where I can see a log of who has accessed Pipedrive and, more specifically, what they have done?
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🎯 Avoiding the spam folder and being blocked: Company Account Review
❓Do you have a spam horror story? Share with us in the comments.❓ We follow industry best practices and rules to help your campaigns not end up in spam folders or come back as blocked. This service quality maintenance makes sure you have the best inbox delivery experience using our Campaigns tool. One essential step of…
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Report of Deal Products?
Hi We would need to separate our Deal values in, mostly, fixed retainers and sales commissions. I'm trying to implement Deal Products to handle this, see print screen. BUT, are there any ways to view/export this data? Eg, i would like to see all our Deals' commission value (not only the total Deal value). My preferred…
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Future Deals for recurring clients or Key Accounts without a specific deals, more like projected dea
We have a number of Key Accounts that place orders on a monthly basis. Because of the nature of our B2B business, we do not know in advance exactly when they will place the order (normally they would ask for a bid and then we get the order within a week) but I want to have visibility on the monthly pipeline by the date of…
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Mehrere Google Kalender: wie verhindere ich Overbooking
Hallo, ich bin neu und arbeite mich gerade in PD ein. Ich hoffe dass ich irgendwann der Community auch was zurück geben kann. Doch zu Beginn werde ich wohl mehr fragen. ... Ich habe einen Google Accout und darin mehrere Kalender. Privat aber auch für mehrere Unternehmen/Bereiche für die ich arbeite. Punkt ist, dass ich das…
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🗣️ 💬 Campaigns: Roadmap and Q&A | volume 1
Check out our roadmap and FAQ for Campaigns below. 🚀 Got questions? Just reply to this thread! Hello, Pipedrivers. Let me quickly introduce myself. 👋 My name is Janis, I'm the VP of Product at Pipedrive, overseeing the development and release of the marketing product offering. I would like to regularly share answers to…
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Deals Preis und Umsatz
Hallo in die Runde. Ich bin neu bei Pipedrive. Kurze Vorstellung: Co-Founder von Qive, einer App die Mitarbeiter Motivation und Gesundheit im Fokus hat. Lebe in Hamburg und, wie schon gesagt, bin ich neu in Pipedrive. Wo ist der wirkliche Unterschied zwischen dem Betrag oben links im Deal und in den Details unter Umsatz,…
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Questions
Hi everyone, i have two questions. Is there another option instead of just one regualar user and admin user? Is it possible that you ,,have" to fill in fields like contacts or details before you can save a deal? Thanks in advance for the answers!
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Integration
Does anyone have any experience integrating Pipedrive with Sage Intacct?
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Tuesday Tips: How to be Productive Without Working Weekends
How have you changed your policies and procedures to manage your remote sales team? If so, how do you help them focus their time and avoid burnout? In our latest State of Sales report, 60% of people said they’d changed the location from which they’d worked due to COVID-19, and 41% were working from home—more than any other…
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Webform Redirection to Thank-you Page
Hi All, Please let me know if it is possible to redirect webform submission to the thank-you page?
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How to run a system database in pipedrive
I'm reaching out as a new potential user to seek your advise. We run a sales and support organisation selling analytical instruments to labs and I would ideally (if needed with a plugin) use Pipedrive for all main tasks in the workflows. 1) find leads and follow deals (all good) 2) use the same system to create support…
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bug in filter
Hi. I have set up a filter - owner plus product and it shows me without filtering the owner. Any idea what to do?
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First Name & Last Name in Contacts
I would like to have First Name and Last Name in the contact details so we can personalise email campaigns. I cannot see a way of doing this but understandnthe feature is available ..... if you ask. We are Pro subscription. Can someone help?
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Coordinating and taking care of multiple Orgs
Dear Pipedrive, my company consists - through M&A and natural growth - of multiple "branches" that sometimes are practically identical to the existing company, and sometimes differ in various aspects of our business. Also, while the naturally added branches are within the existing team structure, M&A brings in new teams…