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For an offer, how to retrieve the details of each product?
Hi Everyone, I am taking the liberty of writing to you because I am encountering a problem. For an offer, how to retrieve the details of each product? in terms of quantity and amount because only the global result is specified there thank you for your time Nicolas
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Tagging an email to the deal activity history
Hi, I was wondering if it's possible to tag an e-mail history (gmail) to the referred Deal (on the Activity). On SalesForce when you add its own e-mail (like a SF tag) as BCC it's automatically saved on the Opportunity activity history. Is this possible on Pipedrive too?
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Domain search in Prospector
Anyone knows what one should enter in the Domain field? I tried things like net / .net / com / org / biz but even with all the fields left blank I get zero results. Rob
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Community Roundup - Volume 8 ๐ฃ๏ธ
Hope everyone had a great and safe weekend! As the Holidays approach, we wanted to give you another chance to soak up some learnings from our Sales Community. Check out this week's selection of top posts, and feel free to join in on the discussion! ๐ฅ Monitor Deal Velocity of Sales Stages ๐ฅ Creating an Email Automation forโฆ
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Calculate "Non-Subscription Churn" in Pipedrive?
We are a web design agency and most of the work we do are non-subscription based services (one-off projects). Is there a way to calculate the "non-subscription churn" rate in PipeDrive? Are you getting this data in any other ways? I know PipeDrive has got churn rate calculations for subscription products but I am trying toโฆ
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Ein Kontakt zwei Organisationen
Hallo Community, ich bin neu hier und habe auch gleich schon eine Frage. Ein neuer Kunde (Kontakt) hat zwei unabhรคngige Firmen (Organisation). Der Kunde mรถchte unser Produkt fรผr seine beiden Firmen kaufen. Wie kann ich dies entsprechend im pipedrive vermerken. Ich habe versucht dem Kontakt eine zweite Organisationโฆ
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๐Cold Calling Method That Works Even In Pandemic ๐ฅ
https://www.youtube.com/watch?v=hHWtiAiCu_Q
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I am a Mortgage Lender. I connect borrowers who need loans (Deals) with Private Investors (Leads). h
ย
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Microsoft Teams with Scheduler Link
Hello All, Wanted to get some feedback on how everyone is using Microsoft Teams currently? I love the integration and see how to manually add a meeting through and activity but, I'd like to have a meeting link with scheduler. Is there a way to do this either native or zapier? I have a client that isn't moving away fromโฆ
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The art of turning a sales objection into a booked meeting ๐
Good objection handling is something of a must-have in sales, where you face objections and rejections every day. Too many sales folks give up after their first rejection, do not do that. First, identify whether it is a real objection or is it just a reflex response or is it the dreaded brushoff. When you research yourโฆ
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Lรฅt era prospekts skapa nya affรคrsmรถjligheter i Pipedrive
Anvรคnder ni formulรคr pรฅ era webbsidor? Inte ovanligt att man dรฅ fรฅr ett e-postmeddelande dรฅ det รคr ifyllt, men vad hรคnder sedan? Har man otur mรฅste man manuellt mata in uppgifterna i sitt CRM, men inte om man anvรคnder Pipedrive och Pipedrives formulรคr. Hรคr kommer ett litet exempel pรฅ hur det fungerar.
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Pipedrive flickering, not stable in browser
Hi there, when starting P in Firefox usually it opens right away, with menue on the top, from left to right. Now with new docking station it only flickers for half a second, shows meue on left side, from top to bottom, then goes out and start same thing in a loop. No chance to click anything. Restarts I made. Working w/oโฆ
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Hi is anyone using the chat robot in different languages? (multiple languages) on the same site? Any
Hi is anyone using the chat robot in different languages? (multiple languages) on the same site? Any advice?
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Time Punch Tools in Pipedrive?
Is any one using or aware of a time punch tool for Pipedrive? If not, what is the time punch tool you use in your business? Thanks!
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ROI DE TREINAMENTOS!
O Treinamento nรฃo foi aprovado... Veremos neste post porque deixar de calcular o ROI (return on investment) dos treinamentos รฉ, em geral, a principal causa porque eles nรฃo sรฃo aprovados. Nรฃo รฉ frustrante quando a empresa lhe nega aquele MBA tรฃo sonhado, ou o treinamento de vendas que vocรช estรก certo de que vai alavancar oโฆ
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ํ์ดํ๋๋ผ์ด๋ธ ๊ฐ์ด๋: ๋ฆฌ๋(Lead)๋ ๋ฌด์์ธ๊ฐ์
์ง๋ฌธ: ํ์ดํ๋๋ผ์ด๋ธ์์ '๋ฆฌ๋'๋ผ๋ ํญ๋ชฉ์ด ์๋๋ฐ '๋ฆฌ๋'๋ ๋ฌด์์ธ๊ฐ์? ๋ต๋ณ: ๋ฆฌ๋(Lead) ๋ '๋ด๊ฐ ํ๋งคํ๋ ์ ํ์ ๊ด์ฌ์ ๋ณด์ด๋ ๊ณ ๊ฐ'์ด๋ฉฐ '๊ด์ฌ์ ๋ณด์ด๋' ๋ฐฉ์์ ๋ค์๊ณผ ๊ฐ์ด ๋ค์ํฉ๋๋ค. * ํ์ฌ์ ๋ฌธ์ ์ ํ๋ฅผ ๊ฑธ์๊ฑฐ๋ * ์ด๋ฉ์ผ๋ก ์ ํ์ ๋ํด ๋ฌผ์ด๋ดค๊ฑฐ๋ * ์น์ฌ์ดํธ ๊ณ ๊ฐ ๋ฌธ์ ๊ฒ์ํ์ ๊ธ์ ๋จ๊ฒผ๊ฑฐ๋ * ์ํํธ์จ์ด ์ฒดํํ์ ๊ฐ์
ํ์. ์์
์ฌ์์ ๋ฆฌ๋๋ฅผ ๋ถ์ํ์ฌ ์ค์ ๊ฑฐ๋๋ก ์ด์ด์ง ๊ฐ๋ฅ์ฑ์ด ๋์ ๊ณ ๊ฐ๋ง ์ถ๋ ค๋ด์ด ๊ฑฐ๋(Deal)๋ก ์ ํํฉ๋๋ค. ์ด๋ ๊ฒ ์์ฑ๋ '๊ฑฐ๋'๋ ์ ๋นํ ํ์ดํ๋ผ์ธ์ ํฌ์
๋๋ฉฐ ๊ฑฐ๋ ์ฑ์ฌ๋ฅผ ๋ชฉํ๋ก ๊ด๋ฆฌํฉ๋๋ค. ์ํ๋ค๋ฉด ๊ฑฐ๋(deal)์ ๋ค์โฆ
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ํ์ดํ๋๋ผ์ด๋ธ ๊ฐ์ด๋: ์ฒดํํ ์์ฑํ๋๋ฐ ํจ์ค์๋๋ ์ด๋ป๊ฒ ์ค์ ํ๋์?
์ง๋ฌธ: ํ์ดํ๋๋ผ์ด๋ธ ์ฒดํํ ๊ฐ์
ํ์ฌ ์ด๋ฉ์ผ์ ๋ฐ์๋๋ฐ ํจ์ค์๋๋ ์ด๋ป๊ฒ ์ค์ ํ๋์? ๋ต๋ณ: ํ์ดํ๋๋ผ์ด๋ธ ID๋ ์ด๋ฉ์ผ ์ฃผ์์ ๋์ผํฉ๋๋ค. ์ฒ์ ๋ก๊ทธ์ธ ํ๋ ค๋ฉด ์๋์ ๊ฐ์ ๋ฐฉ๋ฒ์ผ๋ก ํ์ดํ๋๋ผ์ด๋ธ ํจ์ค์๋๋ฅผ ์ค์ ํ์ธ์. * https://app.pipedrive.com/auth/login ์ ๋ฐฉ๋ฌธํ์ฌ * '์ํธ๋ฅผ ์์ผ์
จ๋์?' ํด๋ฆญํ์ฌ * ๋ฐ๋ชจ ์ด๋ ์ด๋ฉ์ผ์ ๋ฐ์ ์ด๋ฉ์ผ ์ฃผ์๋ฅผ ์
๋ ฅํ์ธ์. ์์ ๊ฐ์ด ์งํํ๋ฉด ๋ก๊ทธ์ธ ์ํธ๋ฅผ ์ด๊ธฐํํ์ฌ ๋ก๊ทธ์ธ ํ ์ ์์ต๋๋ค. ์ฐธ๊ณ * ํ์ดํ๋๋ผ์ด๋ธ ํจ์ค์๋๊ฐ ๊ธฐ์ต๋์ง ์๋ ๊ฒฝ์ฐ, ์์ ๋์ผํ ๋ฐฉ๋ฒ์ผ๋ก ํจ์ค์๋๋ฅผ ์ด๊ธฐํ ํ ์ ์์ต๋๋ค. *โฆ
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ํ์ดํ๋๋ผ์ด๋ธ ๊ฐ์ด๋: ๊ด๋ฆฌ์ ์ถ๊ฐ
์ง๋ฌธ: ๋ค๋ฅธ ์ฌ์ฉ์๋ฅผ ๊ด๋ฆฌ์๋ก ์ถ๊ฐํ๋ ค๋ฉด ์ด๋ป๊ฒ ํ๋์ ๋ต๋ณ: ๊ด๋ฆฌ์๋ ๋ค๋ฅธ ์ฌ์ฉ์๋ฅผ ๊ด๋ฆฌ์๋ก ์ถ๊ฐํ ์ ์์ต๋๋ค. 1. ์ฐ์ธก ์๋จ ํ๋กํ ์์ด์ฝ ํด๋ฆญํ์ฌ 'ํ์ฌ ์ค์ ' ์ ํ 2. ์ผ์ชฝ ๋ฉ๋ด 'ํ์ฌ' ์๋ '์ฌ์ฉ์ ๊ด๋ฆฌ' ์ ํํ ์ค๋ฅธ์ชฝ ๋ฉ๋ด '๊ถํ ์ค์ ' ์๋์์ 'Admin user' ์ ํํ ์ํ๋ ์ฌ์ฉ์ ์ถ๊ฐ 3. ๊ด๋ฆฌ์๋ก ์ถ๊ฐํ ์ฌ์ฉ์๋ฅผ ์๋ ์ํ๋ก ๋๋๋ฆฌ๋ ค๋ฉด, ์ฌ์ฉ์ ์ด๋ฆ ์๋์ '์ค์ ๋ณ๊ฒฝ' ํด๋ฆญํ์ฌ ์ํ๋ ์ํ๋ก ๋ค์ ๋ณ๊ฒฝ ์ฃผ์: ์ ์์
์ ๊ด๋ฆฌ์๋ง ์งํํ ์ ์์ต๋๋ค. ์ฐธ๊ณ * How can I make a user into an Admin User? fromโฆ
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Consulting Resource Management
There are two sides to the company I do Business Development for: software sales & services for a software solution we produce and support, and project-based consulting. We have a roster of third party consultants with varying skills that we are able to bid on tendered projects. I need to keep track of their areas ofโฆ
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Deux questions pour nos adjointes qui travaillent uniquement avec leur clavier.
Bonjour ! * Est-ce possible de mettre un numรฉro de tรฉlรฉphone ยซ en forme ยป automatiquement pour le format du Canada ? EX : 333 123-4567 * Lorsqu'on รฉcrit manuellement une date dans un champ Date, pourquoi un zรฉro est-il toujours ajoutรฉ devant la date ? J'espรจre fortement augmenter la satisfaction de nos adjointes qui sontโฆ
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Create/ Revise a user's email address through PipeDrive
Does anyone know how I can adjust or create a user's email address on my PipeDrive? We have our Gmail-based email domain linked up with PipeDrive already.
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LeadBooster AND eSignature.
I would like to use LeadBooster along with eSignature. Please advise me on this.
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ํ์ดํ๋๋ผ์ด๋ธ ๊ฐ์ด๋: ๊ณ ๊ฐ ๋ชฉ๋ก ํํฐ๋ง
์ง๋ฌธ: ๊ณ ๊ฐ ๋ชฉ๋ก์์ ํน์ ํ ์กฐ๊ฑด์ ๊ณ ๊ฐ๋ง ์ ๋ณํ๋ ค๋ฉด ์ด๋ป๊ฒ ํ๋์. ๋ต๋ณ: ๊ณ ๊ฐ ๋ชฉ๋ก์์ ํํฐ๋ฅผ ์ค์ ํ์ธ์. * ์ข์ธก ๋ฉ๋ด '์ฐ๋ฝ์ฒ' ํด๋ฆญํ '๊ณ ๊ฐ' ์ ํ * ์ฐ์ธก ์๋จ ํํฐ ์ ํํ์ฌ '์ ํํฐ ์ถ๊ฐ' * ์ํ๋ ์กฐ๊ฑด ์
๋ ฅํ์ฌ ํํฐ ์์ฑ ํํฐ ์ค์ ๊ด๋ จํ์ฌ ๋ค์ ๋งํฌ์ ๋์์ ์ฐธ๊ณ ํ์ธ์. * ํ์ดํ๋๋ผ์ด๋ธ ๊ฐ์ด๋: ํํฐ ์ค์ (์ฑ์ฌ๋ ๊ฑฐ๋์ ์งํ์ค ๊ฑฐ๋ ๋์์ ๋ณด๊ธฐ) ์ฐธ๊ณ * Filtering - from Pipedrive Knowledge Base * ํ์ดํ๋๋ผ์ด๋ธ ๊ฐ์ด๋: ํํฐ ์ค์ (์ฑ์ฌ๋ ๊ฑฐ๋์ ์งํ์ค ๊ฑฐ๋ ๋์์ ๋ณด๊ธฐ)
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Community Roundup - Volume 7 ๐ฃ๏ธ
Hope everyone had a restful weekend! If you are looking to get your mind running again, check out these posts from our Sales Community and join in on the most interesting discussions: ๐ฅ How Can You Replace A Salesperson Without Harming the Relationship With The Customer? ๐ฅ How To Share Deals Externally Without Sharingโฆ
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๐ฅ Video: 'Know Thy Competition' @ ProductCon London | February 11th, 2020
Last February our own VP of Product @Krishna spoke at ProductCon, the largest product management conference in the world, about 3 pivotal realizations his career as a Product Manager has brought him: * your perspective on how you see competition * how easy it is to lose * what it takes to win โWhat have your lightbulbโฆ
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In Email Template, add custom fields inside link, as image.
In Email Template, add custom fields inside link, as image.
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Have a group of users who can only access one of several pipelines
Hi all I'm looking for a way to achieve the following: I want to achieve the following: I have pipelines A and B. I want some of my users to see everything for all deals in both pipelines. Then I want another group users who can only see the deals (with all their details, including notes) in pipeline B. Is that possible toโฆ
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Where are "Settings"
I have signed on for the 14 day trial and am the admin, and am now trying to set up some custom columns. However, I cannot find Settings anywhere. Under my initials in the top right corner, I see "Company Settings" but that doesn't appear to be the correct place to make custom columns. Likewise, I see "Settings" (the gearโฆ
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ํ์ดํ๋๋ผ์ด๋ธ ๊ฐ์ด๋: ์์
์คํ๋ ๋์ํธ์์ ๋ฐ์ดํฐ ๊ฐ์ ธ์ค๊ธฐ
์ง๋ฌธ: ๊ธฐ์กด ์์
์ ๋ณด๊ฐ ๋ค์ด์๋ ์์
์คํ๋ ๋์ํธ๊ฐ ์๋๋ฐ, ์ด๊ฑธ ํ์ดํ๋๋ผ์ด๋ธ์ ์ฌ๋ฆฌ๋ ค๋ฉด ์ด๋ป๊ฒ ํด์ผ ํ๋์. ๋ต๋ณ: ๋ค์ ๋ค์ด๋ฒ ๋ธ๋ก๊ทธ ํฌ์คํธ ์ฐธ๊ณ ํ์ธ์. ํ์ดํ๋ผ์ธ ๊ด๋ฆฌ ํ: ์์
, ์คํ๋ ๋์ํธ๋ฅผ ์ฌ์ฉํ์ฌ ํ์ดํ๋๋ผ์ด๋ธ๋ก ๋ฐ์ดํฐ ๊ฐ์ ธ์ค๊ธฐ(๋ง์ด๊ทธ๋ ์ด์
) ์ฐธ๊ณ ์๋ฃ * Importing data into Pipedrive with spreadsheets - ๋ค์ด๋ฒ ๋ธ๋ก๊ทธ ํฌ์คํธ ์๋ฌธ: ํ์ดํ๋๋ผ์ด๋ธ ์ํฌํธ ํ์ด์ง