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Contact Management
Contact Management

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Ged Leigh
Marketing Director (Part-time)

Data Cleanse Best Practise

I have a 32k database in Pipedrive where we know the data quality is poor.  I am using an external company to cleanse the data which wil be delivered as an Excel sheet.  

Question: How do I overlay the clean data onto Pipedrive without losing existing contacts that are already linked to Leads and Deals?

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The most effective way to have a healthy pipeline is to effectively manage your time. This means making time for all the essential sales activities, including prospecting. 

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Seleção de múltiplos contatos. Tipo "carrinho de compras".


Me deparei com uma necessidade a usar o pipedrive e gostaria de saber como sugerem a solução caso já tenham passado por isso.

Minha empresa promove eventos frequentemente e queremos acompanhar a presença dos nossos leads neles. Então, à partir da lista de presença nos eventos, eu adiciono uma atividade personalizada chamada "participação em eventos" e no assunto, o nome do evento.

Funciona bem, pois em seguida é possível ter um filtro por atividade e/ou por nome do evento para ações futuras bem como para termos base de dados pra estratégias do negócio.

Pois bem: a dificuldade é ter... (More)

2-way relationships between Contacts

Hi @Roadmap Tech & @Customer Success teams,


Declaring Company A as “Parent Org” to Company B automatically makes Company B its “Branch”.

This is a 2-way relationship. This is cool!


Here's my issue:

Managers have Secretaries.

I’m interested in having a 2-way relationship between Contact A and Contact B.

So that when I declare that A is B’s Manager, B becomes A’s “Assistant” or “Direct report”.

Setting up a custom Contact field only provides a 1-way relationship.


What do you suggest?


@João Salgueiro