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Problem solving / Workaround
Problem solving / Workaround

Questions - Are you stuck?

  • Are you trying to get a certain task done in Pipedrive but don't know how to?
  • Are you wondering how to get a certain automation in place?
  • Are you crafting a makeshift solution for a problem until a better, inbuilt solution comes along?
  • Do you think in terms of data, analytics, processes, and systems?

 

Answers - Have a solution?

  • Do you rely on bulk edits, custom fields, automation, and import/export to solve a problem quickly?
  • Is Zapier/Integromat your best friend?
  • Do you evangelize new apps in the marketplace?

 

Enjoy this space to find out-of-the-box solutions to some standard challenges. Hit "Follow" to always stay posted. ↗️
 

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Jan Bons
Sales Consultant / Owner

Moving pipeline between accounts

Is it possible to move the structure from a pipeline (including fields) to another account?

 

Thanks

Ongedaan maken verwijdering pijplijn

Beste gebruikers, Dear users,

Wij hebben met ons kantoor een groot probleem. 1 van mijn collega's was admin gemaakt en bij het verwijderen van haar persoonlijke leads heeft ze de fout gemaakt om de pijplijn van de 27 collega's te verwijderen!

Wij gebruiken dit systeem heel intensief en dit is een redelijk grote ramp voor onze werking. Heeft er iemand een idee hoe dit ongedaan gemaakt kan worden? Alvast heel erg bedankt voor uw hulp!

We have a big situation within our firm. 1 of our colleagues wanted to delete the leads in one of her pipelines and because she... (More)

Hiding Financial Details

Hi everyone,

I wanted to know if there was a way I could hide financial info (i.e deal value etc) without restricting too many permissions for my other team members. I'd like to keep the value numbers just for upper management, but would still like to allow users to edit other deal information. Is there a tool I can use or a setting I can change for this? Any help would be appreciated. Thanks in advance!

Insights Questions - Filters, segmentation and sharing

Hey there!

I just recently started using the insights feature and ran across a few problems I couldn't find a solution for. Hoping that someone may have a solution or hint for me.
I set up a rather basisc report. It shows me the number of deals that went into the different stages of one of my pipelines in a given timeframe.

1) I used "Measure by number of deals" and "view by stage entered". As a next step I wanted to segment it by the owner of the deal. However the segment by option is greyed out. I generally... (More)