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Contact Management
Contact Management

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Allow me to select the default email address of a given contact to use on a given deal

I have many contacts who have multiple email addresses related to their work with different customers. For example, Joe is a freelancer or consultant who works with several companies/organizations and he wants to help each of them buy my software. When he's working with Org A, he uses joe@orga.com and when he works with Org B, he uses joe@orgb.com.

Each org has their own deal in pipedrive, but Joe is the main contact for both of them. I have both of Joe's email addresses saved on his contact, but I need a way to specify which email address to default... (More)

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?

🧠 Make Time For Prospecting - Sales Pipeline Course: Chapter 9 | 📽️ 2 mins

https://www.youtube.com/embed/087zHpE2YT0* ?ref=community_post

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. 

However, it can be hard to find time for prospecting, especially if you feel like you already have enough leads. Learn why it's important to make time and what are the simple steps to help you do it

 

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

Olá,

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)