Tired of using labels, formula fields, or third-party tools to prioritize your deals? We’ve built something better. 🎯 Scores is a powerful new feature that lets you define custom scoring rules to reflect how you evaluate opportunities — so your team can focus on what matters most. With Scores, you can: ✅ Prioritize deals…
Hey Pipedrive Community 👋 I'm currently designing an automated post-sales claims module in Pipedrive for a heavy machinery company , and I’d love to validate the approach or gather new ideas from the community. The current structure includes: A deal marked as “Won” triggers the creation of a Project using a structured…
Unlock your sales potential with this clear, concise introduction to Pipedrive If you're a Sales Development Rep or Account Executive looking to hit the ground running with Pipedrive, this course is for you. Sign up here and discover everything you need to manage leads, deals, and daily activities like a pro. No fluff,…
Hey everyone 👋 I'm Edu, Customer Success Specialist in Pipedrive. I've been in Support before and I've already been in the situation to not understand a thing about CRMs. If you're just starting your own business and diving into the world of CRMs, I wanted to share a few things I’ve learned along the way. When I first…
Hey Pipedrivers! 👋 I’m Jenna, your go-to Customer Success Specialist here at Pipedrive. I’m excited to share some quick tips, best practices, and Insights to help you and your team get the most out of Pipedrive. Today, let’s talk about something that can truly set the tone for your success: your daily CRM routine. Check my…
Anyone have or use a solution to fill out PDF forms/applications with Deal and Contact data? These forms are fillable pdf's made by third parties. Best case scenario, we would be able to prefill the forms and then send it to the client to fill out a remaining portion, sign the form and sometimes make a payment by ACH.
Are you a consultant or agency using Pipedrive? Are you looking to learn and discuss how others in your industry leverage Pipedrive to get the best results? Join our dedicated Consultancy and Agencies Group to discover and discuss how top professionals streamline workflows and close more deals. Access expert strategies,…
Hello, It would be nice if the Unit price (discounted) actually rounded to 2 decimal places. On our template we use [Product unit price (discounted) (product unit_prices_discounted)] but depending on the calculation it could go beyond 2 decimal places and does not look nice on a quote. The user can backspace the amount but…
Hello All, I'm curious if there is an optimal method for managing customers' "accounts" after a deal has been won. We are a company that sells cosmetics B2C and also B2B. We primarily use Pipedrive for managing our B2B sales, but once we make the first sale, we struggle to find an optimal way to stay on top of their…
Dear Pipedrivers, Thank you for attending our webinar "Grow revenue with a modern sales approach" last week! We hope you enjoyed it. We received a lot of great questions and, unfortunately, couldn’t get to all of them live. As promised, Collin Cadmus has answered all the remaining questions in writing - you can find his…
Tested in 2021/2 but did not meet the requirements, but it is one of the key metrics for sales managers in a VUCA-world. So without insight into velocity it is hard to steer, speed up or track progress.
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