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Pipedrive USA
Pipedrive USA
16380 members
14 questions
72 posts

Welcome to the Pipedrive USA group! Connect with fellow sales professionals from the United States of America and get help with your sales and Pipedrive questions.

Share your challenges, concerns, opportunities, feature requests, customer behavior - you name it.

Please introduce yourself when you join: who you are, what you do, what brings you here. 

Our local champions @Jonathan Gennick  & @Justin Stephens  are here for any community related questions.

Linking Custom Fields in Deals

I've added several custom fields to our deals. I'd like them to work the same way the "Referred By" field works - so when we type in the name, it creates a link from the deal to that individual. Right now they're just Text Fields. Any way to do this?

Prospecting Management & CRM

What is the best practice for prospecting cold email outreach and managing those leads? For example, should I keep the bulk of the leads in email tools like Mailshake, Mailrush, Apollo, etc., until they trigger an event, i.e., schedule a call and then send them into the Pipedrive CRM?...  or start by importing all prospecting leads into Pipedrive and then shooting those leads to email outreach platforms? 

can you add more options for type of phone number? like main office, direct, etc/

can you add more options for type of phone number?  like main office, direct, etc/

Eric Melchor
Bonjoro Partnerships Ambassador

I like noodles

Howdy Pipedrive Fam! Eric here, Texas expat living in Romania. 🤠🇷🇴
In addition to being a mediocre tennis player, I host a mediocre podcast where I interview fascinating startups from Northern and Eastern Europe.

And to pay the bills, I work for Bonjoro - an awesome video email tool. We are working on a cool integration with Pipedrive that will allow you to send personal videos quickly and easily to leads/customers at the perfect time. 🎥📩

Look forward to getting to know you all!