I'm setting up a key account program for a global account, and due to the complexity of the account over multiple geographies & business units it is listed in our Pipedrive under 15+ "organisations" and under 6 different "owners" - none of which are me. Is there a way I can link these organisations and then run one report…
As an Admin, I need to be able to see all Automations that are built, and be able to sort and look at all the Automations in one place. I recently had another Admin reassign ownership of two Automations, and had to go digging to find them! There should be an "Everyone" option here: I see this closely related to this Idea:…
Hi Pipedrivers, A new update to your account’s usage section is out! The new data cleanup section lets you easily keep track of any existing deals, contacts or activities that might be assigned to a deactivated user at any moment. When you deactivate a user with open deals, contacts or activities assigned to them, you’ll…
We are rolling out Pipedrive Automations to more of our teams, and noticed that Global Admins are only able to edit the Automations that they built! So they are not able to edit Automations made by other Admins or other Users. We believe they should be able to! In cases where one of the Admins or Users are OOO and…
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…
Happy Monday, community! You can now track your company’s API usage over time directly from the Company Settings page: Admin users have access to an API usage graph showing the number of requests over the past 30 days Detailed breakdown shows up to 10 applications with the most requests and 10 users with the most requests.…
I'm in software development and, like every other software development company, we have two concurrent goals: 1) Tracking New Business - this is a classic "sales pipeline" and there are fairly ordinary metrics for it. A "normal" sales pipeline works here. But when I click "Won" the "sales process" does not end, it just…
Hello! We as sellers and sales managers face the difficulty to qualify and manage opportunities (e.g. deals) along the way, without losing the oversight of the progress. Especially for B2B SaaS sales for mid-market and enterprise customers, we would need a way to add methodologies such as MEDDPICC, MEDDIC, BANT, SPIN, etc.…
Hey, Community! 👋 We are currently investigating the process of user account deletion and the reassignment of owned items, and there are a few remaining slots available to participate in our research. If you have ever needed to delete a user account and reassign the associated items, please select a suitable time from my…
Discover how successful sales and marketing pros overcame last year’s economic challenges. In this report, we reveal what steps businesses took to succeed, how that affected employees and factors that contribute to growth. Download the free report now in your preferred language! 🇬🇧 In English 🇵🇹 Em Português 🇩🇪 Auf Deutsch…
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