Tips & Tricks

New: eSignatures in Sales Documents for Enterprise and Professional ✍️ 📄
eSignatures in Sales Documents We’ve added eSignatures to our Sales Docs feature so you can get documents signed using Pipedrive, without needing extra software or having to print and scan copies. eSignatures is currently in Beta and during that time you can enjoy the unlimited usage of it (exclusive for Pro and Enterprise…
I am new to Pipedrive and would like some help formatting our lead flow. Also in new deals - how am
I am new to Pipedrive and would like some help formatting our lead flow. Also in new deals - how am I able to change the titles in the pipeline?
Pipedrive Online Meeting Lunedì 28 Dicembre!
Ciao a tutti! Ho organizzato un meeting online Lunedì 28 Dicembre: per chi già usa Pipedrive e vuole condividere la propria esperienza e migliorarne le performance e per chi non lo conosce o è alle prime armi, per chiarire dubbi e perplessità. Vi aspetto, sarà una bella occasione anche per conoscersi "dal vivo"! Per…
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
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?
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
Community Roundup - Volume 8 🗣️
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! 🔥 Monitor Deal Velocity of Sales Stages 🔥 Creating an Email Automation for…
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 to…
Ein Kontakt zwei Organisationen
Hallo Community, ich bin neu hier und habe auch gleich schon eine Frage. Ein neuer Kunde (Kontakt) hat zwei unabhängige Firmen (Organisation). Der Kunde möchte unser Produkt für seine beiden Firmen kaufen. Wie kann ich dies entsprechend im pipedrive vermerken. Ich habe versucht dem Kontakt eine zweite Organisation…
📞Cold Calling Method That Works Even In Pandemic 🔥
https://www.youtube.com/watch?v=hHWtiAiCu_Q
I am a Mortgage Lender. I connect borrowers who need loans (Deals) with Private Investors (Leads). h
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 from…
The art of turning a sales objection into a booked meeting 😎
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 your…
Låt era prospekts skapa nya affärsmöjligheter i Pipedrive
Använder ni formulär på era webbsidor? Inte ovanligt att man då får ett e-postmeddelande då det är ifyllt, men vad händer sedan? Har man otur måste man manuellt mata in uppgifterna i sitt CRM, men inte om man använder Pipedrive och Pipedrives formulär. Här kommer ett litet exempel på hur det fungerar.
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/o…
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?
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!
ROI DE TREINAMENTOS!
O Treinamento não foi aprovado... Veremos neste post porque deixar de calcular o ROI (return on investment) dos treinamentos é, em geral, a principal causa porque eles não são aprovados. Não é frustrante quando a empresa lhe nega aquele MBA tão sonhado, ou o treinamento de vendas que você está certo de que vai alavancar o…
파이프드라이브 가이드: 리드(Lead)란 무엇인가요
질문: 파이프드라이브에서 '리드'라는 항목이 있는데 '리드'란 무엇인가요? 답변: 리드(Lead) 는 '내가 판매하는 제품에 관심을 보이는 고객'이며 '관심을 보이는' 방식은 다음과 같이 다양합니다. * 회사에 문의 전화를 걸었거나 * 이메일로 제품에 대해 물어봤거나 * 웹사이트 고객 문의 게시판에 글을 남겼거나 * 소프트웨어 체험판에 가입했음. 영업 사원은 리드를 분석하여 실제 거래로 이어질 가능성이 높은 고객만 추려내어 거래(Deal)로 전환합니다. 이렇게 생성된 '거래'는 적당한 파이프라인에 투입되며 거래 성사를 목표로 관리합니다. 원한다면 거래(deal)을 다시…
파이프드라이브 가이드: 체험판 생성했는데 패스워드는 어떻게 설정하나요?
질문: 파이프드라이브 체험판 가입하여 이메일을 받았는데 패스워드는 어떻게 설정하나요? 답변: 파이프드라이브 ID는 이메일 주소와 동일합니다. 처음 로그인 하려면 아래와 같은 방법으로 파이프드라이브 패스워드를 설정하세요. * https://app.pipedrive.com/auth/login 에 방문하여 * '암호를 잊으셨나요?' 클릭하여 * 데모 초대 이메일을 받은 이메일 주소를 입력하세요. 위와 같이 진행하면 로그인 암호를 초기화하여 로그인 할 수 있습니다. 참고 * 파이프드라이브 패스워드가 기억나지 않는 경우, 위와 동일한 방법으로 패스워드를 초기화 할 수 있습니다. *…
파이프드라이브 가이드: 관리자 추가
질문: 다른 사용자를 관리자로 추가하려면 어떻게 하나요 답변: 관리자는 다른 사용자를 관리자로 추가할 수 있습니다. 1. 우측 상단 프로필 아이콘 클릭하여 '회사 설정' 선택 2. 왼쪽 메뉴 '회사' 아래 '사용자 관리' 선택후 오른쪽 메뉴 '권한 설정' 아래에서 'Admin user' 선택후 원하는 사용자 추가 3. 관리자로 추가한 사용자를 원래 상태로 되돌리려면, 사용자 이름 아래의 '설정 변경' 클릭하여 원하는 상태로 다시 변경 주의: 위 작업은 관리자만 진행할 수 있습니다. 참고 * How can I make a user into an Admin User? from…
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 of…
Deux questions pour nos adjointes qui travaillent uniquement avec leur clavier.
Bonjour ! * Est-ce possible de mettre un numéro de téléphone « en forme » automatiquement pour le format du Canada ? EX : 333 123-4567 * Lorsqu'on écrit manuellement une date dans un champ Date, pourquoi un zéro est-il toujours ajouté devant la date ? J'espère fortement augmenter la satisfaction de nos adjointes qui sont…
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.
LeadBooster AND eSignature.
I would like to use LeadBooster along with eSignature. Please advise me on this.
파이프드라이브 가이드: 고객 목록 필터링
질문: 고객 목록에서 특정한 조건의 고객만 선별하려면 어떻게 하나요. 답변: 고객 목록에서 필터를 설정하세요. * 좌측 메뉴 '연락처' 클릭후 '고객' 선택 * 우측 상단 필터 선택하여 '새 필터 추가' * 원하는 조건 입력하여 필터 생성 필터 설정 관련하여 다음 링크의 동영상 참고하세요. * 파이프드라이브 가이드: 필터 설정 (성사된 거래와 진행중 거래 동시에 보기) 참고 * Filtering - from Pipedrive Knowledge Base * 파이프드라이브 가이드: 필터 설정 (성사된 거래와 진행중 거래 동시에 보기)
Community Roundup - Volume 7 🗣️
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: 🔥 How Can You Replace A Salesperson Without Harming the Relationship With The Customer? 🔥 How To Share Deals Externally Without Sharing…
🎥 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 ❓What have your lightbulb…
In Email Template, add custom fields inside link, as image.
In Email Template, add custom fields inside link, as image.

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