Pipedrive USA

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.

Bernd liked 2 days ago

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Pinned

Apps & IntegrationsWorkflow automationCommunity meetupProspecting

Posted 2 days ago

🇺🇸 US community meetup: Leveraging third party apps to Sell More with less effort.

👉Register here 👈 Drop your questions in the comments down here

Topic: Leveraging third party apps to Sell More with less effort.
Date/time: 2nd of November 2PM (EST)
Duration: ~1 hour
Speakers:
Boris Tsibelman, automation expert, Pipedrive partner and founder of AxisConsulting and Justin Stephens, a veteran Pipedrive user and prospecting expert working for Kaitech Automation will share the stage.

There will be plenty of room for Q&A so all your questions will get answered during the call or afterwards on our Sales community.

👉Register here 👈 Drop your questions in the comments down here

1 reply

Liked by Inês Batata and 3 others

Austin replied 5 days ago

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Feedback & suggestionsSales processesZapierCustom fields / Data fields

Posted 5 days ago

Importing Real Estate owners where there are multiple owners

Hi all

I'm learning how to use Pipedrive and one critical thing in my business is sending direct mail marketing and cold calling.

Let's say I have a apartment building (deal) owned by an LLC, "123 Main St. LLC" (the organization) and the mailing address is 1122 Ocean View Los Angeles, CA

I've been able to identify two owners of the property who own the LLC

John Smith - his home address is 9999 Sunset Los Angeles, CA
Jane Doe - her home address is 3333 Mountain View Los Angeles, CA

I would like to be able to export this... (More)

2 replies

Liked by Iztok Toplak and 1 other

Mike liked a reply 5 days ago

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Custom fields / Data fields

Posted 9 days ago

Map Coordinates

It would be great to be able to have a searchable field for map coordinates in deals and leads. I contacted tech support and they said that this is not something that is currently offered.

3 replies

Liked by Elliott Broderick

Boris replied 10 days ago

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Custom fields / Data fields

Posted 10 days ago

Customization for Mortgage Lender

I need the Leads to be my Private Lenders and that needs different information than a Deal. The Deals need to be the Home Loan and Borrower Information. The product is my fees for Underwriting, Processing, Doc Prep and a percentage of the loan amount for placing it with one of my Private Investors. Can this software do that? And if it can, can someone help me make it do that?

1 reply