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need help creating filters for deals
can anyone help or point me in the right direction to create filters in deals?
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Could I use Pipedrive for tracking purchases?
I am a manager for a running race. I have just started using Pipedrive for all our sales processes to get sponsor deals and selling ads, more like the ordinary sales in businesses. But I also make deals where we are the customer, like marketing, ads, products, entertainment and other purchases. I think the processes are…
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企業メアドの登録について
info@のような企業メアドの登録をされるとき皆様どうされてますか？ info@で人物立てたほうが良いのでしょうか。最初組織に企業メアドのフィールドを追加して運用してたんですが、外部連携するときに人物にいないので不便なケースが出てきました。
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Looking for Pipedrive Freelancers
I'm looking for developers and business consultants who want to grow their careers as CRM and Pipedrive Freelancers: * Get new projects * Educate * Grow their network Contact me for more details or apply directly to SoftwareSupp: support@softwaresupp.com https://softwaresupp.com/pipedrive-academy
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Sending email from different email addresses
Hi, I have three separate email addresses linked to my Outlook mailbox and I would like to send marketing and sales emails from different emails. However I cannot figure out how as PD only syncs with the main mailbox and I cannot find a way to sent out emails from the other ones. Is this really not possible or is there…
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Seeking | Office Furniture Company Users Of Pipedrive
Hi I work for an office furniture company in Vancouver, Canada. We are currently evaluating Pipedrive as a CRM of choice and would be delighted to connect with any users in our industry to learn about your experience and your implementation success roadmap.
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SoftwareSupp - developerzy Pipedrive on-demand
Witam, dla wszystkich osób potrzebujących wsparcia w Pipedrive - SoftwareSupp dostarcza najlepszych na świecie, certyfikowanych developerów i specjalistów w tym obszarze w modelu on-demand, wtedy kiedy jest to potrzebne. Więcej informacji na ten temat tak samo jak zasoby i materiały przydatne w rozwoju systemu CRM…
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파이프드라이브 기능 업데이트: 페이스북 / 왓츠앱 메신저 Integration
안녕하세요. 국내 파이프드라이브 공식 파트너사 해시스냅입니다. 파이프드라이브와 Facebook / Whatsapp을 연동하여 새로운 리드를 확보할 수 있는 Messenger 연동 기능이 출시되었습니다. 이제, 페이스북 비즈니스 계정을 통해 들어오는 고객 문의를 파이프드라이브에서 응대하고 새로운 리드를 파이프드라이브에 바로 추가하실 수 있습니다. * 페이스북 Messenger 연동 방법 * 리드 수신함 > 통합 '메시지 보내기' 클릭 * 페이스북 메신저와 파이프드라이브 앱 연동 진행 * 옵션 설명* Private : 페이스북 연동을 설치한 사용자만 메신저 응답이 가능하고,…
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Workflow / Systems
Does anyone use Pipedrive Workflow or any third party app to manage deal flows for small (4 people) real estate teams? Ideally, I am looking for a template so we can maximize Pipedrive right away. Thanks in advance!!
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Pet Niche Help
Hey guys, we're a conversion rate optimization team focused in the pet space & just integrated with pipedrive. We are looking to collaborate with anyone in the pet vertical in how we're building out our pipedrive processes. Would love to connect with anyone here.
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🏆 ☎️ Success Story: How a phone sales pro cracked the formula to successful cold calling
https://pipedrive.hubs.vidyard.com/watch/pMs56hp6B2zkFukMdqD6aK?⚙️ Click the cogwheel for subtitles in English, German, French, Spanish, and Portuguese. The Community success stories return with a special guest, Pipedrive's own Sales Operations Manager @Joe Kenny . In this video, Joe shares his personal experience of how…
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Help, want to regroupe several conditions in the same place on the workflow automation
Hi, For some of my automations, I have a lot of possibilities and I would like to regroup it in the same condition list so I can save time. Here is an example : When a prospect is created, I want to schedule an activity if the owner of the prospect is one of my sales team but not if the owner is from my care team. Today, I…
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Using Pipedrive to manage current client relationships?
I am wondering about what people do for current clients within pipedrive? I have a marketing company and love using pipedrive for tracking sales. However, once they sign a contract and become clients I want to create a place to house all communications and projects. I don't want to have to create a new deal in a pipe. Is…
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How to Run Reports
Hello, I'm fairly new to PipeDrive. I want to run reports but they are not customizable as I thought they would be. I want to be able to pull from my customizable fields from my database. Learned from Support that you can not truly customize reports. You can't draw information from Leads. you can only get information from…
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Tracking page for the customer
When I buy a burger, I get a link to a fancy webpage where I can track the status of my order. Is there a way to provide something similar to our customers? The idea is to expose only part of the information in the deal.
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Drop down menu query
Hello Pipedrive community, Is there any way to add a drop down to a custom field when creating a new deal. This would be implemented on our Project description field. We would like the drop down like the other fields as shown above /\
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Does PD works fine in China? How's the loading speed?
I started using PD for a few months now with my HK team for international sales. Now I wanna adopt it with my China team, just wondering if it works in China?
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파이프드라이브 가이드: Zoom 연동하기
파이프드라이브는 Zoom / Google Meet과 같은 영상 미팅 솔루션을 연동해서 사용하실 수 있습니다. 영상 미팅 솔루션 연동을 통해 파이프드라이브에서 쉽게 영상미팅을 예약하고 인바이트를 보내 고객과 미팅을 진행할 수 있습니다. 참고사항: * 캘린더 연동과 같이 사용할 경우 더 강력하게 사용하실 수 있습니다. * Google Meet / MS Teams 도 동일한 방법으로 연동하실 수 있습니다. 연동 방법 * 활동 생성 팝업에서 '영상 통화' 를 클릭합니다. * 설치할 영상 통화 솔루션을 클릭합니다. (본 예시에서는 Zoom을 예시로 진행합니다) * 'Install…
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Linking notes/activities from Organization to Deal, rather than Deal to Organization
Spoke with a very helpful representative earlier, regarding a potential struggle our company is facing. Currently, posting to a deal will auto populate on the corresponding organization. However, due to coding and how the items are linked; it isn't possible to post a generic update/note to the organization and it auto…
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What's the recommendation when a customer of a won deal cancel the contract.
Reopen and LOST? With doing so, I found that won-time and deal-closed-on become empty. I will lose the information of won-date.
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Mandatory attachment on email templates
Hello developers, most of our emails need an attachment like an infomemo or a NDA. We use the same email template but different attachments. Therefore it is not possible to integrate the attachment in the email template. Unfortunately sometimes we forget the attachment and send the email naked. So it would be great to have…
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파이프드라이브 가이드: 슬랙 연동하기
질문: 슬랙을 사용하고 있는데, 슬랙을 연동해서 파이프드라이브 영업관리에 대한 알림을 받고 싶어요. 답변: 파이프드라이브에서 제공하는 Slack Integration을 이용해 알림설정 구현이 가능합니다. 참고사항: * 슬랙 - 파이프드라이브 연동은 파이프드라이브 > 슬랙 으로의 일방향 동기화만 지원됩니다. * 워크플로우 자동화를 통해 좀더 다양한 상황에서 슬랙 알림설정을 구현하실 수 있습니다. 구현 방법 * '도구 및 통합' > 'Slack' 으로 이동합니다. * 슬랙과의 연동을 위해 권한 허용 등을 완료하면, 위 화면과 같이 슬랙이 파이프드라이브에 연동됩니다. * 이제…