For reasons not worth going into here, we need to keep our list of customers that is maintained and updated in Pipedrive also available for browsing in a List in SharePoint Online. Please help!
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2 followers20 questions155 posts
- Click "Follow" to always stay posted. ↗️
- Learn all about any of Pipedrive’s features from our Knowledge Base tutorials in your preferred language and our Academy video courses. Simply search for your topic! 🔍
- Follow our Learning topic for a one-stop-shop of curated knowledge about Sales, Marketing, Pipedrive, CRM and everything in their orbit.
2 followers
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We get leads from different channels. Some come from people who register on a form (no problem here). But we also target our leads ourselves, and after we have had a meeting with a potential customer we would like to keep them warm by adding them in mailchimp. But we can not add someone to mailchimp without acceptance from the person.
What I would like to do is setup an automation. When a person is added to Pipedrive a standard email is being sent to this person asking them to accept receiving newsletters. I dont want them to fill out... (More)
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Tips & TricksStatistics & ReportsSeeking adviceInsightsContactsDeals HelpProblem solving / WorkaroundOrganizations
Hello,
So I want to have a report on each organisations/clients of our in Pipedrive with the following information: name, nr of deals started in a custom period of time, won deals, lost deals, sum of all deals (amount won, amount lost,) ticket size. All this in just one report. It is possible in pipedrive?
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Feedback & SuggestionsGetting startedTips & TricksContactsData managementProblem solving / WorkaroundMerge DuplicatesLearning
Any likelihood of developing the duplicate contacts/companies feature to perform "fuzzy" searches and/or for the user to define which fields PD looks for duplicates?
