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Help on managing a project which runs across several months, in different countries.
We win large projects which run across several months. We're looking for help on how to forecast these projects by month across their lifetime. As an example: We win a contract with a chain of fast food restaurants for the supply of all their tables and chairs. The contract is estimated at £1m for 2021 but it is spread…
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We shoud have more space here to write notes during a meeting 🙌 do you agree ?
We shoud have more space here to write notes during a meeting 🙌 do you agree ?
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Intégration automatiques de personnes dans OFFRE
Bonjour Pourquoi ne peut on pas intégrer automatiquement autant de personnes que l'on veut dans nos offres ?? Pipedrive permet de suivre des offres pas des orgas alors on veut les informations dans les offres pas dans les orgas sinon je dois ouvrir un onglet pour l'offre et l'orga pour connaitre les différents…
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Unable to Delete Deals permanently
We are trying to sanitize the PipeDrive and deleted old and unqualified deals. However, the deals are shown as deleted deals and not been removed from the system. As an Admin I have tried all the 3 ways of deletion mentioned in the Knowledge Base. I face an error and unable to delete these deals permanently. Kindly advice.
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Bulk Transfer of Deal Ownership
Hello - Is it possible (or can you please make it possible :-) to do a bulk transfer of deal ownership? For example, I am taking over a sales territory. The current owner of those deals is moving into another role/territory. He has several deals and I would prefer to transfer them all at once to me if possible. Thanks!
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In product list view, can we see deals where a product is attached?
Greetings, For each product in the product list view, can we see the list of deals where this product is attached? If it's not possible, then I believe that writing a makeshift app will be the only viable option right now because the API provides such a feature. Regards. Ted.
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Reports for products - is it possible?
Hey there, we just startet to work with the product function in Pipedrive. We added categories for our different products. One category for each department. Now we want to see how many products in the different departments were used. But I can't figure out how. In the insight section there are only three types for entities…
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Question on auto-scheduler for google calendar meetings
Pipedrive's auto-scheduler has stopped adding Google Hangout links to my calendar invites. It used to work automatically. When clients schedule a meeting with me now via Pipedrive's scheduler, there's no meeting link and no way for us to have the meeting. What am I doing wrong here and how do I get google hangout links to…
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Logical functions in Pipedrive
Hi everybody, I'm looking for a way to add logical functions in pipedrive like IF FIELD a=x and FIELD b=y THAN FIELD c=z. For example IF COUNTRY = UK + SEGMENT = Marketing Manager OR Sales Manager THAN TARGETGROUP=UK Marketing Is this possible with Pipedrive? What solutions are you using for similar problems? Thank you!
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Google and FB Ads to deals
Hi everyone. We have been using a FB ad for a while now to help generate leads. We are going to begin running several FB and Google ads. We need to be able to track which ad specifically resulted in a deal. Are there any best practices you can recommend or a 3rd party software you are using that is working well for you to…
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I do sales for a few companies- could I separate campaigns in Pipedrive?
Hi, I was wondering if there is a option to set up a few campaigns and separate all deals as I do sales for a few companies and its getting abit complicated? Thanks!
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Calender Sharing
Hi Is it possible to share my calender on Pipedrive?
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Manage current customers
Dear all, I have been searching the knowledge base for how to best manage current customers. My main use for Pipedrive will be managing current client relationship rather than drive new sales. Can anyone assist me in finding the best way or share experience on how to utilize Pipedrive to best manage current clients. Do you…
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Event management solution
Hi, we are looking for a simple and elegant solution to invite prospects or customers to events and manage registrations. Typically, we would select contacts in Pipedrive and use its mailing feature to send out invitations. Next, users should be able to register and we should be able to manage registrations and associate…
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how do I add my phone and another computer to my account? when I went to the App on my phone - it sa
How do I add a device?
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Pipedrivers, what do you do with deals after they are completely finalized? What are the best practi
Pipedrivers, what do you do with deals after they are completely finalized? What are the best practices? Do you move them to a separate Pipeline or just a different stage and let them rot there forever? Cause that looks to me like cluttering my pipeline.. Please share your opinions. It would be very helpful to hear…
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I'm open to Prospector tips please and thank you! Anything that you can share that helps you would b
I'm open to Prospector tips please and thank you! Anything that you can share that helps you would be appreciate. Thanks!
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Insights on organizations
Hello, So I want to have a report on each organisations/clients of our in Pipedrive with the following information: name, nr of deals started in a custom period of time, won deals, lost deals, sum of all deals (amount won, amount lost,) ticket size. All this in just one report. It is possible in pipedrive?
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Multiple contacts for our Customer success team post winning
so we just brought our account managers/customer success team. they use pipedrive to make filters etc for their work. one of the things they do is they add persons to contacts and tie them to organization for who they deal with. The problem is is that sometimes' their person is different than who we talked to during the…
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파이프드라이브 가이드: 파이프라인 뷰에서 거래 옆에 색상은 어떤 의미인가요?
질문: 파이프라인에서 거래 항목마다 빨간색, 노란색, 초록색, 회색 아이콘이 붙어있는데 어떤 의미인가요? 답변: 거래 항목의 아이콘은 해당 거래에 연동된 활동이 어떻게 진행되는지 네가지 상태로 표시합니다. * 빨간색 (경고): 예정된 활동 못했음 * 초록색 (진행): 오늘 예정된 활동 있음 * 노란색 (주의): 예정된 활동 없음 * 회색 (정상): 예정된 활동 있음 파이프라인 각 단계에서 거래 항목은 위 4가지 아이콘 색상 순서대로 정렬됩니다. 같이보기 * 파이프드라이브 가이드: 파이프라인 뷰에서 거래는 어떻게 정렬되나요? 영문 참고 문서 * How are deals…
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Join the Pipedrive Roundtable! (This Friday, 2nd of April, 08:30 PST / 17:30 CEST)
Join our Roundtable for Tips and Tricks on Friday, April the 2nd at 08:30 - 09:30 PST / 17:30 - 18:30 CET! Join our Roundtable every 2nd Friday where we share tips, insights and help each other with our different use cases! Friday, every two weeks, we get together to improve our Pipedrive Skills! For an invite, send an…
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Periodiserade intäkter?
Vi håller på och utvärderar olika CRM och har fastnat lite för Pipedrive. Våra säljare mäts både på fasta engångsintäkter men också på periodiska intäkter, typ 2000 kr/mån i 48 månader. Jag har sett att det går att skapa detta under Produkter men det jag undrar är om det på något sätt går att få till det att dessa 2000…
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Bulk update columns with value of another column
Hi. I am very new to Pipedrive and our team has (4 days ago) made a migration from Salesforce. We created a column to capture the original Deal Date and now we want to update the default "Deal Created" date in Pipedrive with the value from the column we created for the input. What is the best, fastest, and most secure way…
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Thinking outside the box. ... use PD for your supply chain too!
We've been using PD for going on 7 years. ... We were merrily dealing with our prospects and customers when I suddenly realised that PD could handle our supply chain as well. .... (well, given our specific circumstance). We work with a large e-commerce store and often order samples be sent from our suppliers directly to…
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A Sales Engine that Drives Customer Relationships, Part 2 Sales Strategy Components
Hello everyone, This blog post is part 2 which will take you through the sales strategy components of a sales engine. It focuses on the key resources, key activities, performance, and culture of a sales engine. You can check it out here. I'd love to hear your feedback & thoughts.…
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Update to Adding Contacts is now more time consuming and requires several more clicks - not happy
Using Pipedrive everyday to add contacts to companies, I have noticed a recent update that is frustratingly inefficient and in my opinion unnecessary. Before the update, I would just click on the"+" button to add a person which would bring up some person fields for me to fill out.. perfect. Now when I go to do the same, a…