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Academy Webinar: "Lead the way: Why culture is key to growth" 📈 🌱
Join us for our first episode of the "Lead the way" series in our Academy, where Caroline Chayot (Atomico), Marie Moesgaard (Pleo) and Cláudia Moreira Leitão (Pipedrive) discuss how companies can successfully scale their business by keeping their DNA. ❗By the way... did you know you have an entire Pipedrive Academy full of…
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Sales and Marketing Pipeline alignment - looking for advice
We are aiming at reaching sales and marketing alignment in Pipedrive. For example we've built a marketing pipe to reflect the stages before a lead turns into a sales qualified one. Sometimes Pipedrive doesn't meet our needs in the marketing department though. I'm looking for fellow Pipedrivers who also work with a…
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Lead Credits
Hi together, I am very new to Pipedrive. Could anybody tell me why in my prospector I can't see the amount of lead credits which are left. My other colleagues can see them. Thanks in advance. Best Marco
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Job for experts/long-time users&Customizing PipeDrive
Hi guys, maybe you can advise someone who worked with PipeDrive for a long time and could help us with customizing (adding MixMax, Intergromat and other integrations) + teach us how to work with it (work tips based on experience and etc). We are open to discuss payment for helping us :)
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BCC email not properly assigned to organization or person
I have problems with the functionality to add emails to an organisation or contact automatically. So I add the "BCC email address" to an email to a prospect, who's email address is registered in pipedrive . But the email is not always shown in the organization or the individual, and is stuck in the generic email function…
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Sync data from Pipedrive to QB Enterprise. Is there a tool that can do this?
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Setting Email Default to "Shared"
My emails default to "private". I am able to change them to shared, but it's tedious. Is there a way to change this default to "shared"?
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Catering w /Pipedrive
Does anyone utilize PipeDrive in catering/restaurants and able to find a software that integrates with the catering portion outside of the sales process of PipeDrive?
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Pull Number of completed Activities with Zapier
Hello, I use a webhook to notify Zapier when a call-activity was completed. Now I would like to use zapier to pull the number of completed calls this agent has this month and push it into Google Sheets (to visualize it in a dashboard). However I don't manage to pull the number of activities from pipedrive. Anyone an idea…
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Won deal button
Can we have a condition in order to allow user click WON deal? For example if a something is NOT done, then WON can't be clicked? @Mike van der Valk @Tamara Deprez @Almonzer @Marcus @Peter Meredith
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Searching for deals in bulk without a filter?
Hi there. Looking for advice on how to search for all deals matching a certain critera (keyword, etc) without having to make a filter for it? I often need to find a lot of deals and move them to a certain stage at once. I just want to search from the search bar in the "list view" of the deal page and see all the deals, if…
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How can I see the activities sorted out by the occurrence date and time, instead of the record entry
Hi there, this is a question that was asked already 5 months ago, have a look here: https://community.pipedrive.com/question/how-can-i-see-the-activities-sorted-out-by-the-occurrence-date-and-time-instead---5e74ddde08f4375bb56de25a Unfortunately, there has been no answer so far. Could someone pls. have a look? Thank you!
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How can I see the activities sorted out by the occurrence date and time, instead of the record entry
How can I see the activities sorted out by the occurrence date and time, instead of the record entry time? It was so in the past and suddenly changed!
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I am looking for a way to grab the customer data (name, address contact)in pipedrive to move it to a
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Angebot. erstellen möglich?
Hallo Zusammen, kann ich aus Pipedrive heraus aus einem Deal ein Angebot an den Interessenten schicken?
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Applying calculations in document template
We are trialing the document template BETA and it is working well for the most part. However, a significant limitation for us is that we couldn’t find a way of including a calculation in google docs and bringing that through to the Pipedrive template. It may not be feasible has anyone found a way to bring through a…
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Quoting of different product types
I am looking for ways others are creating quotes for products of different types. For example my company has a system we sell that includes hardware and software licenses. We also sell services that are set at a certain cost whenever that service is utilized. I am looking for a way to quote both items out of pipedrive in…
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How can you adapt the core metrics of your sales funnel to maximize sales success in your industry?
Any salesperson knows that a well-managed, clear sales funnel is fundamental to sales success. Without this, people who are interested in your products or services may never make a purchase. A sales funnel helps salespeople guide potential customers through their buying journey and provides key insights into customer…
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Ooma Office Pro. Anyone tried to use the desktop app with Pipedrive?
Trying to find info on how to (if possible) configure Ooma as the default dialer. Running PD via Chrome and Windows 10