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Hello Pipedrivers! We have a couple of Activities that we have Automations add to Deals as they approach the end of their stages. These are important Activities asking Deal Owners to update important fields before the Deal is Won and the info gets exported to our revenue reporting. Does anyone know if there is a way to…
For the projects pipeline, instead of having colored circles indicating project health/status' it would be nice if there was a percentage metric based on tasks completed. This could also then be pulled into the dashboard project reporting. It would be helpful if anyone could open the projects pipeline and have the…
Within the task list in the project management software, the only options are to filter by user or filter by task status. It would be beneficial if there were further filters or grouping features to allow for better reporting. For example: Group or filter by project Group or filter by date created Alongside this, I do…
On the Dashboard in Pipedrive, there is reporting for all functions aside from Projects. I believe reporting on projects such as time in each stage, task completion rate, etc would be valuable for the company to track. Alongside leads, there is great value in tracking how successful projects are.
Hi, Pipedrivers! Are we able to when the task (activity) is update or created do an condition or an action in the same automation ? I want to avoid duplicating my work. Ex: If an activity is updated and contains the word: CLUB, then update all these fields. AND if an activity is created and contain the word: CLUB,…
I would really like the ability to split an automation into different paths. Each path would run based on different filters and conditions. Please add to your list of ideas to implement
Can we please have some simple edit functions in the file manager within Campaigns? Functions to rename files and move them between folders would be great
Mozilla Firefox is my browser of choice and the horizontal scroll bar is very challenging to use especially in large tables like People. The scroll bar is about 3px high which makes in almost impossible to select. The scroll bar in Chrome is fine but it would be great to use my preferred browser.
I am working to bring all of my sales team stats into a single dashboard in Pipedrive. I am looking at RingCentral or 8x8 for the phone system as they both have a good integration with Pipedrive (feedback very welcome) and we use MS Teams for video calls with customers/prospects. Two questions: Can the MS Teams call…
Learn about Pipedrive user and permission settings here If you’re interested in configuring user permissions in Pipedrive to manage their actions, you’re in the right place. Learn from our resident expert James Campbell how to set diverse permissions for user groups or individual users, and understand which actions can be…
With our new marketplace integration, you can sync your leads from Apollo.io straight into Pipedrive, making it easier than ever to find and connect with new prospects. Key benefits of the Apollo-Pipedrive integration: Bi-directional sync of contact and account data, including both default and custom fields Flexibility to…
Hi Pipedriver, We're working on developing an AI assistant that you can chat with and ask help from in your day to day sales job and in relation to your sales data. We're curious to learn what kind of knowledge you would like the assistant to have (and not have), what help you'd like from the chat and how you want the chat…
Hi everyone 👋 Almonzer is here from Pipedrive Product Team, I am announcing a new product in our pipeline that soon will be released to selected customers as part of a closed beta. Join the waitlist from this form: We are looking for users who are interested in testing the product and giving us early feedback to help us…
Hello there, I’m Ilja from Products feature team and on behalf of our team I am glad to introduce you the new functionality called Products Widget 🎉 New enhancement will especially empower our customers who sell products, services or SaaS licenses. With this feature, you'll be able to accurately manage: Quantity,…