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Is there a way to add a label (Cold, Warm, Hot) to leads generated via LeadBooster?
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Leads from instagram and facebook publish (advertising)
Hello, Why Pipe Drive dont integrate instagram leads automaticly? When i make an advertising on instagram or facebook i need that lead in a new deal on a random user.
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show deal name and person name when adding deals to activities
In the activity view, when having a specific activity open, or past activity open (call activity, let's say), you can add which deal it belongs to. But when you open the deal, if you call the deal name the same for everyone, because you know it's the same type of deal but associated with different people, all deals show up…
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Email didn't link to a deal
For a variety of reasons emails seem to not get linked to deals (one example: salesman had already emailed the customer before creating the deal). Feature suggestion: Have the ability from the deal page to "search for emails" (Ideally search through all of the deal owner's emails or at least search through his emails to…
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Quickbook Invoicing: How to create an invoice in Pipedrive that aligns with products in Quickbooks?
I imported products from Quickbooks into Pipedrive Products so they match. But when I create an invoice in Pipedrive it doesn't match Products. It list as all the same products. Anyone have luck with this without paying $15 month for SyncQ? Anyone using Automate.io? @Ashutosh Cheulkar would Automate.io be able to solve…
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Web forms - form completion redirecting to another url
I would like to suggest a feature in the web forms functionality. Which currently I need and is preventing me from using the pipedrive web forms functionality. My feature suggestion is that when the person filling out the forms clicks on the complete/send buttom they are sent to another url instead of seeing just a message…
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Is there a way how to add deal profitability or margin instead only deal value.
Is there a way how to add deal profitability or margin instead only deal value.
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Merged: Anybody interested in a Pipedrive Dark Theme?
This discussion has been merged.
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Leads to be fed from a webform.
Love the new leads feature, although it would be great if the webform could feed leads rather than deals. This would make this feature a lot more useful. The Webform only being able to feed deals has been a problem for us as not all webforms entries require a deal, they only need a lead or even a contact to be added to the…
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Files and Images in deals with thumbnail view option
I think it would be great to be able to switch between list and thumbnails views for the files and images attached to a deal . When there are several pictures attached to a deal for example, you have to open them one by one to find the right one you need...
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Is there a way to export the latest entry in the Notes field of every deal? Thanks for your help!
Is there a way to export the latest entry in the Notes field of every deal? Thanks for your help!
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files section cluttered by email attachments
Hi everyone! We're very happy with Pipedrive, but... After we've synced our mailbox with Pipedrive, the Files section of the deal is flooded with the attachments of all emails. We are using the "upload a file" option in a deal's page to upload the contract or the sales order. Unfortunately, now, it's impossible to find…
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Revenue Subscriptions connected to selected Products with Invoiced: Recurring.
It's great to have the new Subscription option for Recurring revenue in a Deal. However, this is not linked to any Products. Products also have an option to set for 'Recurring' or 'One-off' - It would be awesome if you set these and add them to your Deal, it will accumulate the in the Subscription, where it would count the…
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Upload multiple photos
My salespeople have not been uploading photos on deals because they have them on their phone and it's too tedious to upload them one at a time. When is batch uploading going to be added? (Please like/comment if this is important to you too)
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My Dashboard and no Company Dashboard?
I am surprised. The "My Dashboard" is really my personal dashboard? And a sales director can not setup a dashboards for the sales guys in order to have a consistent overview for everybody? They have to recreate all reports in order to be able to click to see the details? The work one person is doing has to be done by…
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Custom sections
It would be great to have the option to add custom sections which can be expanded/collapsed for the different record types. Adding lots of custom fields to a Person record can get extremely busy and not all fields are relevant for each user.
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Snippets + Fields
I saw this posted as a question a month or so ago. I used to be a HubSpot user. One of the features that I really liked was Snippets. Snippets function exactly like Templates except for a couple of differences: * Though not necessary, you can associate shortcodes with Snippets. So, if I have a blurb that I include in some…
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Move the new 'Leads' on the nav bar; put 'Deals' back where it always was
It's not too late! You have put 'Leads' on the nav-bar where 'Deals' has always been. That means I'm going to need to spend months retraining my muscle memory for no great reason. I've been using Pipedrive for years now. I live on the Deals page. Whenever I am somewhere else in the system and complete that task, I go back…
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Monthly Calendar View
Is there a way to allow users to see an entire month at one time? While I appreciate the desire to focus tasks and activities on a weekly basis, not providing users the capability to see further out on our calendars keeps us limited on planning and flow. Thanks!
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Instead of a blank sheet, New activities could be a duplicate of the last DONE activity, with a spec
Probably 80% of our activities is some sort of followup with a prospect to get more clarity on the scope of what they want, their timeline and budget. Often, we have to follow up with them over the course of several months before we close. In this particular context, it would be such a big help for our productivity, if the…
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Thumbnail view for files and photos
The ability to preview and get a glance of the files and photos we have on a deal is something we really need. Anyone else wishing for this?
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Images in Pipeline and List view
Could we get the ability to add an image(s) in a field which can show up in the pipeline and list view as well as an option? This image could be a small image as a thumbnail and be linked to an image in the file area of that project.
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Pipedrive calculating total value, total cost, neat margin of a deal in the "add product" input wind
Whenever we win a deal we are interested in the total value of it and we do this by adding the products to the deal. At the same time we need to keep track of the cost of those products for us, so we can calculate our neat margin on the deal. We'd love to be able to not only add the "cost" field to products, which of…
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Let us change the background color / give us more visual cues
VISUAL CUES: please give us more visual cues. All pipelines look the same, deals, organisations, people cards look the same. As a result, we're likely to make mistakes like paste our call notes into a People card when we meant to paste them into the Deal card. Org/people/deal cards tend to be text-heavy; please make our…
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Merged: 1 person, 2 orgs
This discussion has been merged.
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Sender of automised emails
Hi, I want to send emails triggered by moving one deal to a specific stage. No problem with one person. If I have this automisation triggered by everybody else as well, the email is sent with MY email address. So if I want my team to send the email with their own email address, they have to recreate the automisation. It…
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Suggestion for Leads Inbox
It is good to have a list of leads, but having to jump to another page to send an email is not very convenient. Could we be able to send emails via the leads inbox in future?
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Ability to report on products inside deals
I would like to have the option to see also the Product NAME, as we have now the options Quantity,
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Is there a script for the Meeting Planer functionality for a website?
I´d like to substitute Calendly and Zapier. It would be great if it looks like we are using it right now ; ) www.bottimmo.com
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Is there a way to allow Pipedrive to detect the marketing source of a lead or deal?
Is there a way to allow Pipedrive to detect the marketing source of a lead or deal, like how Hubspot can do? Or at least accept UTM tracking? Right now we are running several ads but struggle to see how many sales can be attributed to which marketing channel...