Filters are a great way to determine your work priorities–especially in the sales world. Pipedrive can show you which people haven’t been contacted recently, which deals are stagnate, and more. This post will walk you through creating a new private or shared filter in Pipedrive. Read More
While Pipedrive is a bit limited in terms of customization, there are some ways you can tweak the forms to better suit your needs. One lesser-known example of this is the ability to reorder and hide the sidebar sections in the Deal, Contact, and Organization records.
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One feature the developers recently added is the ability to use @mentions on Pipedrive records. This makes it even easier to collaborate with other users in your org, and they’ll be notified when mentioned. Read More
Please note that this tip requires the email sync feature to be enabled.
Pipedrive makes it incredibly easy to send emails en mass, but don’t let the name of the feature fool you! Selecting “Group Email” allows you to send emails to recipients individually using a single template. So, if you have a list of 10 potential clients to follow up with, you can send a personalized email to each of them individually, with just a few clicks.
Note: Email sync must be configured to utilize email templates
It’s easy to create custom, personalized email templates in Pipedrive, which is great for follow ups, notifications, and more! Keep reading to learn how to create email templates in Pipedrive. Read More
One of the best things about Pipedrive is how intuitive and user friendly the interface is right out of the box, but it is possible to tweak some behaviors to better fit your needs.
When you create new records, the default behavior is for the “Add deal” (or contact/org) pop-up window to disappear and you remain on the main page for that item type. For example, when you add a new deal from the Pipeline page and click “save”, the pop-up will just close and you’ll be back at the Pipeline. With a setting in Pipedrive, however, you can change this so you are taken to the “details” page after creating a record.
Pipedrive’s seamless email integration is one of its best features, but are you taking advantage of the link and open tracking? It’s not automatic, and it’s not in the “Email Sync” settings area. The feature is included with all Advanced, Professional, and Enterprise plans, and it’s easy to enable.
One of the great things about Pipedrive is the ability to move deals from one Pipeline to another. This is perfect for organizations that have, say, a sales pipeline and a project pipeline, where deals would live after they’ve been won.
Duplicate records are a real problem. Your data gets sloppy and work becomes inefficient (which Jane Doe at ABC Inc. have I been using?!). Thankfully, Pipedrive makes it very easy to not only merge duplicates, but avoid them altogether! Read More
