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Seeking advice
Seeking advice
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Can you track Average contract value?

Is there a way to create a custom report to track average value of won deals?

Is it possible to do a step by step filter?

Hello everyone. I'm a new user to Pipedrive and I'm trying to see if there is a way to use the filter step by step. For example - I first would like to filter by owner, then by Engagement (which is set as a custom field) and then by Service (another custom field). At the moment it looks like I have to enter all three requirements, give it a name and save it.

We have a number of sales people, 2 types of Engagements, and different services across both Engagements and that leads to numerous permutations and combinations. So creating... (More)

Transferring prospective leads into contacts

Afternoon,

 

We use a number of lead generators to obtain prospective clients, these leads come through via email is there a way that I can get pipedrive to automatically create a contact from the information they input into the lead generator.

 

For example an email may come through with a name contact number and address, can I get pipedrive  to extract the customers information and create them as a contact or do i have to continue copy and pasting?

 

Any help or advice on this would be greatly appreciated.

Internal communication

Is there a way I can communicate with a team member through pipedrive? I need to alert or manager my team about certain prospects or ask for an update on a lead.