Hi All, I'm working with a Pipedrive client currently, who runs many courses as part of their business. We're looking for the best way to mange course numbers, course attendees, course spaces etc - has anyone setup Pipedrive for this use case previously, and do you have any suggestions?
We often come across a contact or Deal that has hundreds if not thousands of emails showing (since we have Users have their emails Shared by default— something we will be clawing back soon). In order for the system to better show Users which emails are Linked, and therefore visible by everyone, we think there should be a…
New Pipedrive users are often confused about when to use leads vs. deals. In this video, I explain the purpose of each and how to use the leads inbox to qualify your leads before you convert them into deals.
To link multiple deals in to one overarching deal would be great! A deal, where multiple deals fall under and all information is in one place.
See screenshot. The Deal filter needs a 12 months ago Relative date option. This is an option in Insights but not here!
I am creating a pipeline that needs to link to another deal. It would be a good feature to be able to link other deals on the sidebar here. if I can link users to these fields I think we should be able to link other deals.
Hi there, I got stuck on the following: Always when a new contact is created, I want a deal to be created automatically. Now we are working in two pipelines that need to be separated. But when I add a new contact in pipeline B that automation puts the contact to pipeline A. I tried to put the pipeline phase in the…
Seems like you can only have one person on a lead. Would be nice to be able to have multiple contacts, as we keep opportunities in Lead status until we have a shot at it (at which point we convert to a deal). But, up until that point, we may discover multiple organization contacts (and organizations!)
I realized that Workflow Automations cannot access Date Range fields. They are just not visible when selecting the fields to update, e.g., on a deal. This is really annoying, because it means I cannot set the license period for our auto-generated license-renewal deals and have to rely on everyone to remember to do this…
Hi, Can you please explain me how do i set up Pipedrive to count my clients monthly retainer? Do i have to create a new deal every month? Thanks
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