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How do you handle lead scoring in Pipedrive?
Lead scoring is a hot topic for Pipedrive users, and research based on customers’ feedback shows there is no one-size-fits-all approach. Some teams rely on point-based scoring, assigning values to actions like email opens, calls, and demo requests. Others prioritize Ideal Customer Profile (ICP) scoring, using factors like…
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Make single option field display consistent
We have some custom singleoption fields that are being displayed in two totally different ways. One is being shown horizontally, and the other is a drop-down menu. This makes no sense to me. Please change this to always display as a dropdown menu, or else make it a toggle option to display it horizontally.
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Scheduling activities with a default duration
Is there a way to set the default for all Activities to 15 minutes, so that when I select a start time, PD automatically sets the end time to 15 minutes later so that I don't have to select a start and end time each time. Thanks!
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A Template should not print EMPTY BRACKETS
Hi everyone, I'm working with creating Documents from Templates. My issue is that when a Custom Field in the Template is not actually filled out in the Organisation (e.g. [Organisation Phone]) it actually prints "[Organisation Phone]" in the created document that I have to export to .pdf! Can someone fix this so it prints…
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Allow us to choose to show days of the week (Monday, Tuesday, Wednesday...) in date fields
Hello everyone. Our sales reps would save some time if they could see what day of the week an activity has been scheduled, as this is how they distribute incoming leads among themselves. Right now, they need to be checking a calendar every time they want to assign a lead. I tried to create an automation for this, checking…
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AI-first strategy for 2025 is not what I expected from Pipedrive
The announcement of the next webinar about 2025 strategy for Pipedrive (Reimagining your CRM experience with AI) is bad news to me. Am I alone to be concerned about an AI-first strategy? I don't activate any AI features because I chose Pipedrive for EU data storage and treatment while Pipedrive AI features are based on…
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Double Opt In Webform for Campaigns
Hi there, I think a really useful add on for campaigns would be to have a double opt in webform - like there is / was in mailigen. For us this is a must since in the DACH area you can't go without it. Neither PD Webforms nor CAMPAIGNS offers a GDR compliant registration webform. Could you please prioritize this feature?
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Automations for welcome emails
Firstly, your lead forms aren't usable as they have a "please don't submit credit card details" stamped on them. This makes no sense as we're a creative agency asking people to subscribe to our newsletter. I want an email address and consent, not bank or credit card details. Apparently this is a GDPR stipulation that can't…
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Merge tags fallback Value
Hello, I'm not sure why this isn't an easy spot, but I can't work out how to add a fallback value when using merge tags. For example, I want to use First Name. This is easy enough, but then if there isn't a first name in the system I want a fallback option. In my previous email campaigns platform it was done like: Hey…
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Is there a Pipedrive public road map as to what the devs are working on?
I'm finding Pipedrive a little frustrating and thinking of switching but don't want to learn a new CRM. 1) When will AI be integrated to help us work the platform more easily (emails, campaigns, etc)? Most of the other CRMs have some form of AI built in now. 2) Are there any new products being added to PD in the next 3…