Learn about Pipedrive user and permission settings here If you’re interested in configuring user permissions in Pipedrive to manage their actions, you’re in the right place. Learn from our resident expert James Campbell how to set diverse permissions for user groups or individual users, and understand which actions can be…
How to Get More Out of Pipedrive - Top Tips and Tricks In this video, Pipedrive's resident expert James Campbell shares tips and tricks for optimizing your Pipedrive account. Whether you're new to Pipedrive or a seasoned veteran, take the opportunity to learn or refresh some principles that will help you close deals…
I need assistance with displaying two KPIs in Pipedrive that involve a delay between the initial action and the resulting metrics. Specifically, I need to track: The percentage of setter calls conducted in relation to the number of emails sent. The percentage of customers requesting our pitch in relation to the number of…
Hello, it's been some time since we used the Sales Documents feature due to emails going to spam. Could you please tell me it this has been fixed? Thank you
We all use checklists, right? For every different deal once you click on it on the "DEALS" section and go to its own section, it would be great to have the possibility to add a checklist for the pending actions/items to which we need to follow up for that particular opportunity. On the "Details" section we can now add…
The MEDDIC sales methodology advocates that pitching to leads and prospects who are highly qualified will result in a higher closing rate. It is a blueprint for qualifying leads and asking the most important questions to move deals forward. As part of MEDDIC sales, your salespeople should stress how your product or service…
Hey Guys, im stuck right now. I want to track my leads and share the results with google ads off. conv. so i decided to use zapier as for every automation i used before. I got the GCLID already after lead entry on our website into the pipedrives lead account and also in there deal. Every time that i move the deal from new…
I have been trying to find a decent way to send SMS messages with Pipedrive, but Im not satisfied with the pricing for the tools that allow you to send texts and the price per text I've used Twilio a lot and I love Twilio Studio. So I figured out a clever way to user Pipedrive activities, Activity Filters, Twilio and…
Hi, I am new to both Pipedrive and Campaign Monitor and I am looking to create a smooth, GDPR-compliant, easy-to-overview setup for our marketing permissions. I know I can integrate the two, which I intent to do, but can I then see, say, on a person overview if there is a newsletter subscription (through Campaign Monitor)…
https://pipedrive.hubs.vidyard.com/watch/MDUg2PWw2bSGEHX88c4rpk?Learn how to map data from one custom field to another using the universal identifier. This will require an export and import from Pipedrive - but don't worry, it's super easy! Just have a look in the video 🎥 🔔 Be sure to check out the full Learn from a…
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