Skip to main content

Welcome to the Sales and Marketing Community by Pipedrive! Talk with 40,000+ like-minded marketing and sales professionals. Free to join! Sign up today. Not a Pipedrive user? No problem, sign up using LinkedIn.

Getting started
Getting started

Just getting started using Pipedrive?

  1. Ask beginner questions about not only Pipedrive, but also beginner sales inquiries.
  2. Are you an expert and you like to help others? Then this is the place to be.
  3. Join a country channel  to connect with your local community.
  4. Join an industry channel to connect with peers.
  5. Click "Follow" to always stay posted. ↗️

Did you just join this community? Please introduce yourself here and let us know what you do.

 

Delete import after 48 hours

how can i delete an import after 48 hours?

we're new here on Pipedrive 

Thanks

How do I create multiple new deal for a list, at once, instead of doing it one by one?

Hi... I uploaded data of 100 companies... i want to place all them at the begining of th pipeline, a new deal, so, it's easoer to visualize. Is there a way of adding all them at once, or do i have to it one by one?

Thank you

Merging two spreadsheets within Pipedrive

How to combine an existing database in Pipedrive with new information associated with a lead, through a new spreadsheet.

Hi to all Pipedrivers,

I am quite new to the Pipedrive systems and subsequentially have a few questions on the functionality of data and merging/ linking data within Pipedrive of existing leads.

I have in Pipedrive already existing lead bases who have associated contacts. How can I add new information to my leads viao a data upload? Are those data sets checked with pre-existing ones to avoid duplicates? Can this information be linked within Pipedrive? It would be tedious work to... (More)

Email hygiene in pipedrive

Hi,

I have set up email synchronisation in pipedrive and I like  the way it allocates emails to accounts.

However, there are also a lot of dross emails that get synched and I find myself spending quite bit of time deleting emails from my pipedrive synch account. Any tip son making this a bit more efficient and elegant? for example, only synching emails from certain addresses, or preventing certain addresses to get synched....