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What Referral Program software you suggest? Do we have ANY which integrates with Pipedrive well?
What Referral Program software you suggest? Do we have ANY which integrates with Pipedrive well?
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New country channels: China and Slovakia! 🇨🇳 🇸🇰
Our list of country-dedicated channels in the Community keeps growing and the newest additions are... * Pipedrive China/中国 * Pipedrive Slovakia/Slovensko Join as many country channels as you like: * whether because you’re based there * do business there * are interested in getting to know that market and make connections…
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Is it possible to ad tags to deals in order to browse key information easily?
Is it possible to ad tags to deals in order to browse key information easily?
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Lost Deals - Historie
Hallo Zusammen, verloren markierte Deals wollen wir nach x-Wochen noch einmal nachfassen. Wie man den verlorenen Lead einem Mitarbeiter sichtbar macht, haben wir rausbekommen. Aber nicht wie der Mitarbeiter den darin enthaltenen Mailverkehr sehen kann. Dieser ist nicht sichtbar. Hat jemand einen Tipp wie man das…
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It would also be interesting in Workflow Automation to be able to put an action when the email has b
It would also be interesting in Workflow Automation to be able to put an action when the email has been read... For example, action: call in 2 days
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Roofer Business Setup Suggestions
Hello All, I wanted to try and get some advice/feedback for setting up my CRM for a roofing company. I love the community and I feel like throwing this out there will probably help my implementation process. Currently, I'm working on a Pipedrive setup process for a small roofing company with several unique needs (as…
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GESTÃO DA MUDANÇA & TREINAMENTO DE VENDAS
Gestão da Mudança & Treinamento de Vendas Muitos líderes de vendas quando contratam uma solução de aprendizagem não se dão conta, num primeiro momento, que haverá um desafio adicional, pós treinamento, que é a gestão da mudança. Sim, mudança, pois não há sentido em treinar a equipe em novas competências para que continuem…
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Benvenuti sul canale ufficiale Pipedrive Italia! [Bonus!]
Buongiorno, approfitto per dare il benvenuto ai nuovi membri del gruppo e per ricordarvi che sono a disposizione per info su Pipedrive: potete contattarmi qui o sul mio blog! [BONUS!] Per chi volesse provare Pipedrive, cliccando su questo link, avete a disposizione un trial completo gratuito per 30 giorni anziché i soliti…
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Pipedrive page issues
I tried to change my settings and go off of Beta. When I did my pipedrive will no longer allow me to do anything. The page just keeps trying to refresh. Any suggestions?
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What's your favourite "trick" in Pipedrive? Share something you do that others probably don't.
What's your favourite "trick" in Pipedrive? Share something you do that others probably don't.
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Pipedrive API : How to handle Persons existence?
hi, what is the general coding paradigm for handling the existence of a Person? What is the implementation in webforms? f.e.: First Person is a backer and the second one is a musician: John Smith email: j.smith@gmail.com phone: 1234567 John Smith email: smith_john@yahoo.com address: Some Street IN, London
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Customising Tiles
Hi, I have 2 questions re the tiles in Pipeline setting...1) can you customise the information that you see on the tile (so you don't have to click into it) and 2) can you re-order them WITHIN the Pipeline stage they're in (so move the newest ones to the top, say)
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How can I change a user's email address
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How to Keep Closing B2B Deals During the Pandemic
Covid-19 has changed the world of B2B sales. Even if you started the year with a packed pipeline, few businesses have escaped the economic turmoil, and about 50% of B2B buyers are holding off on purchases because of the pandemic, according to McKinsey & Co. Lowering quotas, slashing forecasts, and cutting marketing budgets…
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Business Development in the Time of Pandemic
“Clients don’t care how much you know until they know how much you care.” The world has changed and will never be the same. The COVID-19 pandemic is a uniquely shared global experience that tests our mettle in unexpected ways. There is no playbook, no instruction manual, no treatise to guide us through these uncharted…
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👈 👉 The Push & Pull technique to get replies to your cold sales emails 👈 👉
This technique as told by cold email outreach expert extraordinaire Becc Holland (Sales Leader at Gong, G2, Chorus, Saleshacker) revolves around 2 central ethos - 1 Carry the conversation forward without being too pushy 2 Creating messages that pull your prospects to respond to your emails. Now a push message is making…
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From Zoho to Pipedrive, Advice Wanted
Currently using Pipedrive for my mainline work. Trying to shift my other business from Zoho to Pipedrive. Has anyone moved their CRM from another platform? What were the challenges? We are currently using Zoho mail as well. What were your challenges? Was the transition seamless or problematic? All advice welcome!
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What Marketing Automation software do you use?
Hi, Keen to hear from others with tips and recommendations for marketing automation software that links well with Pipedrive. We currently using ActiveCampaign and not overly delighted with it. Evaluating ActiveDemand later this week but have reservations on that. What MA apps do you use and would you recommend them? Ta,…
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Track sources for Deals or for Contacts
Hello everyone, do you track a source of contacts inside the Pipedrive? If Yes, then do you track them for deals or for each contact individually? Why?
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Are you able to archive won or lost deals so that they no longer appear on your deals list?
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Webforms don't show all fields.
Hi there, I'm trying to use webforms and have some issues. If I generate a custom field (f.e. a custom date field), this doesn't always show up in the options available in the webform gernerator. Although it states that all of the option fields should be available. What am I missing? Best regards, S
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Transfer contacts to leads.
Hello there. I created deals on the contacts i have in pipedrive but they are actualy leads. This was done before the Leads function. How can i transfer the contacts from the deals to leads, WITHOUT import and the possibility of creating dupicate contacts?
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Deals are recurring customers our team contacts weekly. Best way to set up or automate?
Hey everyone! We're fairly new to Pipedrive and still in the earlier building stages before we go live. We've been working on set-up and automation, but have been running into a snag. Our customer accounts order from us weekly, and I'm having trouble getting Deals to work in such a way (as they seem intent on "dropping…
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RELATÓRIO DE INSIGHTS - INCLUIR TODOS OS CAMPOS NAS COLUNAS DO RELATÓRIO
Fica a sugestão. No relatório de desempenho, por exemplo, aparece apenas alguns campos na tabela. Seria interessante adicionar qualquer campo de interesse no relatório para evitar entrar negócio por negócio para extrair uma informação dentro de um campo específico. Em relatórios anuais e trimestrais é inviável fazer isto.
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Reply.io, Pipedrive, and Smart BCC
* I've set it up so a new deal is created in Pipedrive, after someone respond's to a Reply.io campaign. * I've also created a "Smart BCC" so that every response that comes in is forwarded to the pipedrive email. Why is it that when a deal is created, the email chain is not also attached to the deal automatically?