Pre-claim a domain
The Waitlist keeps the Pipedrive subdomains that your Partner pre-claims. Each Waitlist entry has a subdomain and a seat limit.
What a Waitlist entry does
Section titled “What a Waitlist entry does”When the company of a Waitlist entry installs OneClick, OneClick links the company to your Partner as a customer. The customer gets the seat limit of the Waitlist entry, and OneClick removes the entry from the Waitlist.
The company then shows on the Customers page. You do not add it as a customer yourself. See How seats are counted.
Use the Waitlist only for a company that did not install OneClick yet. If the company installed OneClick, add it as a customer. See Add a customer.
Before you start, make sure that you know the Pipedrive subdomain of the company. The subdomain is the part before
.pipedrive.com, for example acme in acme.pipedrive.com.
Add a Waitlist entry
Section titled “Add a Waitlist entry”- In the sidebar, click Waitlist. The Waitlist page opens.
- Click Add new. The window Pre-claim a domain opens.
- In Tenant subdomain, type the Pipedrive subdomain of the company. Type only the subdomain, not the full URL.
- In Seat limit (0 = unlimited), type the maximum number of customer users. Type
0for no limit. - Click Add to waitlist. The Partner Portal shows Domain added to waitlist.
The subdomain is now a row on the Waitlist page. Seat limit shows the seat limit. ∞ means no limit.
To find an entry, type a part of the subdomain in Search subdomain.
If the entry does not add
Section titled “If the entry does not add”The window Pre-claim a domain shows the error under the fields:
- Request failed (400): the subdomain has a character that is not permitted, for example a dot. Type only the subdomain, not the full URL. Use only letters, digits and hyphens.
- Subdomain already in your waitlist: the subdomain is already a Waitlist entry of your Partner. To change its seat limit, see Edit or remove a Waitlist entry.
- Subdomain already claimed by another partner: the subdomain is on the Waitlist of another Partner. Contact Zimple support.
- Organization already assigned to a partner: the company installed OneClick and is a customer of a Partner. If the company is not on your Customers page, contact Zimple support.