Tips & Tricks

Tip for improvement: ToDo Checklist for every Deal stage in pipeline
For som stages of pipeline I need to attach some kind of ToDo Checklist to remember, what need to be done in this stage. ToDo Checklist should be pre-configured as a template for every stage in pipeline configuration. Checklist should be pinned as a note in Deal.
How to distribute and promote your white paper
Rather than only publishing the white paper on your site and hoping your ideal customer finds it, use every possible channel to promote it. * Website: Make your white paper easy to find, such as highlighting it on your home page or using pop-ups to notify high-intent visitors. * Social media: Repurpose your white paper and…
See average time per stage
Hi, I would like to know if anyone knows any platform or way that I can know the average time in minutes of the client is in the business stages. I saw that this data is saved in the api, but I am not finding any way to achieve this.
Workflow automation: Delete open tasks or activities when Deal stage changes
Hi all, I was wondering if there is any option to "delete" open tasks from a workflow automation after moving a deal in the pipeline? * Ex: Inbound deals are in a "New" stage in my pipeline > a workflow plan 6 tasks on the next 10 days for this deal. * Expected > I made the 1st task and get a response from my prospect and…
chinese videos
can you sahre the link to see videos - how to use PD- in chinese? please!
Is BANT still effective for sales qualification in 2022?
BANT is a lead qualification process that assesses a prospect’s sales readiness in four dimensions. * Budget: the prospect’s ability to afford the product * Authority: the prospect’s ability to make the final decision * Need: whether the prospect has a need your product solves * Timeline: how quickly the purchase needs to…
Honoring the Reply-To header in email sync
We have a form on our website which is filled out by our website visitors requesting a price quote. This is our main method of collecting leads. Once the form is filled out, it's emailed to our sales email address which is used with the email sync feature of Pipedrive. We also create a deal in Pipedrive using the API. The…
Are sales certifications worth it?
Certifications prove to employers that you have a level of knowledge beyond the results you’ve generated. It can also be beneficial to gain technical certifications in the sales field you work in instead of broad sales certifications. For example, if you work in cybersecurity SaaS sales, pursue certifications in I.T.…
How can I do affiliate marketing as promote pipe drive and earned $ ?
ผมสามารถแนะนำบริษัทผมทั้งบริษัทให้มาใช้ Pipe drive โดยที่ผมจะขอรับผลประโยชน์เช่นส่วนแบ่งการตลาดหรือข้อเสนออื่นๆได้ไหมครับ และผมเป็น Influencer ผมสามารถทำการตลาดได้มากกว่านี้
Calculation fields in Organisations
Does anyone know a way or workaround to perform a simple maths task (like addition) on a set of fields - eg add up all the numbers from a particular custom field. Available in most other CRM's but I have not found a way to do this. eg a way to add up these columns (consisting of numeric custom fields) below
How one sentence can make or break your USP
Once you’ve pinpointed your most impressive USP, work on how you convey the message. Practice saying it aloud and consider questions like: * Does it roll off the tongue, or does it sound forced? * Is it easily understood, or is it vague and confusing? While it may never be explicitly stated in the copywriting on your…
Why create an org and people record with a Lead?
Im just starting to dig into Leads. I notice when creating a Lead, it automatically creates an Organization and a Person record. Typically, a Lead inbox or table is to be a "parking lot" of data with sales targets that are potentially interested in your goods/services but you havent qualified them yet. Having a Leads…
🔴 LIVE WEBINAR "How to Import your Data", with our Support Team every Tuesday and Thursday
📌 Register here to join our event! How to get your data in your Pipedrive account; get a live demonstration and Q&A from the support agents' experts. You’re invited to join our live webinar about Import! During the session, our team will showcase to you the product, explaining in detail how it works, and much more. You’ll…
How can I link multiple e-mails to one deal
By receiving e-mails it would be necessary to have to option to select multiple e-mails and link them to one deal. How is it possible? * automatic deal suggestion does not work in many cases or does not add the emails to the relevant deal.
Workflow Automation - Email before Expiry
Hello, I am looking for a way to trigger an email to the customer 5 days prior to the deal expiry date. I have a workflow from Deal Update - Condition = Date "has changed" - Action = Email But I need Condition to be Date <5 days quoted - Action = Email, can this be achieved.
Is there a connection between customer experience and revenue?
There are over 8,000 tools in the martech space alone. Even if you create a unique product, it won’t be long before competitors offer a similar solution. One solution is customer experience. Look at all of the interactions a customer has with your company and ensure that they have a flawless experience. This often involves…
Payment Schedule in Deal Record Revenue Block
Is there a way to edit the payment schedule options? Currently there are weekly, monthly and quarterly and it would be helpful to have annual, semi-annual and annual/one time options. Many of our projects are invoiced semi-annually. Thanks!
파이프드라이브 Troubleshooting : 브라우저 콘솔 창 열기
파이프드라이브의 기능 에러 발생 시, 브라우저 콘솔 스크린샷을 통해 좀더 빠른 확인 및 지원이 가능합니다. 이 컨텐츠에서는 브라우저별 콘솔창을 확인할 수 있는 방법과, 지원 요청 시 지원팀에서 요청드릴 수 있는 콘솔 창 스크린샷에 대해 설명합니다. 1. 브라우저별 콘솔 창 단축키 브라우저WindowsLinuxMac크롬(Chrome)Ctrl + Shift + JCtrl + Shift + JCmd + Option + J파이어폭스(FireFox)Ctrl + Shift + KCtrl + Shift + KCmd + Option + K사파리(Safari)Ctrl + Alt +…
Is it possible to use Pipedrive for investment brokerage?
The process is much the same as real estate. The main thing is for me to be able to assign interested investors to a deal, although I haven't found a straightforward way to do it. Ideally, I would match several investors with a suitable deal, based on the investors' preferences and the deal features (value, type of…
How do I bulk Assign Leads or Contacts to my Sales Reps?
2 Questions 1) First off, I want to make sure I uploaded my CSV correctly. When I uploaded about 19,000 contacts / organizations from a Zoom Info CSV, I uploaded them as Contacts. Should they have been uploaded as leads? 2) How do I bulk assign contacts / leads to certain sales reps? Their territories are assigned by city…
Inconsistency Google maps plug In
Hi there, we are using Pipedrive for a half year now, and have some difficulties with the Google maps Plug in. please give me your thoughts: - Pipedrive is connected with our ERP system. - We send the address detail fields tot the API of our ERP. Sometimes there is no result or a bad result from google for the address…
Unable to send plain-text emails and sender name missing
I just discovered that Pipedrive is not sending plain-text emails anymore, even if there's no formatting in the mail. This was different only a short while ago. Is there any way to switch this back? We don't ever send HTML emails to individuals. Any help highly appreciated! Update: Support told me this is a bug and…
Any good way to use Organization & People custom field data?
Right now insight only can use Lead / Deal custom field data (for segmentation) Is there any good way to use organization / people custom field in insight?
Workflow Automation to make custom field match label
I would like to make a custom deal field that automatically matches the deal label. We label deals based on the purchase number of that organization e.g. purchase 1, 2, 3, 4, 5, etc. but I want to be able to see this label in the left column of the deal, not have to scroll up to the top to see it, so was thinking to make…
Labels are missing in list view
Each deal has a label, but when I change to list view, the labels column is empty. How can I troubleshoot this?

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