Skip to main content

Duplicates
Duplicates
  • 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.
1 follower
4 questions
35 posts

Interested in this topic?
Sign up up or log in now to follow this topic, join the discussion, and always stay updated.

Update to Adding Contacts is now more time consuming and requires several more clicks - not happy

Using Pipedrive everyday to add contacts to companies, I have noticed a recent update that is frustratingly inefficient and in my opinion unnecessary.

Before the update, I would just click on the"+" button to add a person which would bring up some person fields for me to fill out.. perfect.

Now when I go to do the same, a little pop up box "link a person" appears.

I would need to start typing a name, which Pipedrive would then need to "think" through the data which takes valuable time to suggest some names to link to.

However I am not... (More)

Duplicates not listed

Has anyone encountered this phenomenon before ?  The merge duplicates screen does show  the total number of duplicate organizations (in our case 598), however no organizations are listed, just the thumbs up image.  There were organizations listed when we had about 650 duplicates, but as we worked down the list, selecting merge or keep separate,  no more organizations appeared.  Is there any way to force a refresh of the duplicate list, I tried but could not find how ?

 

Complemento nas automatizações/duplicações

Possuímos uma automatização que a cada negocio ganho gera uma cópia automática para fazermos a etapa de projeto para nosso cliente, porém quando geramos esta cópia os anexos não fica anexados, nos gerando retrabalhando tendo que anexar tudo novamente. Facilitaria e complementaria muito a automatização se o cadastro duplicasse completo.

Dédoublonnage trop sensible ou sur des critères trop peu fiable donc quasi inutile

Hello !

On trouve l'outil de dédoublonnage vraiment fantastique mais pas encore parfait et j'aimerais vous proposer ici d'aller plus loin dans les règles que vous mettez a notre disposition pour ajuster ce dedoublonnage en fonction des informations dont on dispose. Le système de règle est bien mais il faut avouer que la qualification des leads est un enjeux crucial côté commercial et Data qu'on améliore mais qui sera jamais vraiment parfait. Il est impossible pour nous de se baser de facon fiable sur les adresses postales mail ou numéro de téléphones remplis automatiquement par DropContact par exemple. Car la... (More)