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More Customizable Color Deals, Board Background, Labels, Task Icon Color
I'd really love more colors... not just for deals but also for team members when assignign tasks. Right now there's only 4 task icons, 4 colors. If we could customize the Green per user that'd be nice so that we can see which deal has a task, and assigned to whom without clicking the icon. Really need more colors for the…
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Email Tracking and Forwarding
Pipedrive, Can you please help? 1. When I forward an email from gmail to pipedrive, anyone cc'ed or bcc'ed on the original email is also sent the email. This is obviously awkward and not ideal. 2. Please add the option to block specific email handles from the email and click-through tracking. If those copied from my own…
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How do you check for mis-typed email addresses in leadbooster's web form?
How do you check for mis-typed email addresses in Leadbooster's web form? (before they hit "submit"). We just lost a $100K++ lead because of fat fingers...
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[Feature request] Send later - allow customization of morning/afternoon hours
It would be great to have an option to customize (somewhere in the user settings) the morning and afternoon hours. In my case "Tomorrow morning" would be tomorrow at 7:00AM, not 9:00 AM. For now I have to select every time "Custom date and time" and adjust the "morning" hour.
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Add Pipeline Name Tag to deal title, to easily see which pipeline the deal belongs to.
Our company has several (50+) Pipelines which are not connected to each other. When we are prospecting, we always check whether there are open deals to that org in that pipeline. In the search function, however, ALL the deals from all the pipelines show up. It would be easiest if you could automate so: -Each time a deal is…
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Three mistakes in Korean translation of Workflow Automation
Greetings, Sorry for nitpicking, but I found three more mistakes in Korean translation. 1. An extra colon at the end of 'has changed to' in the workflow trigger condition: The first condition ends with a colon although the others have no colon at all. 2. An extra colon at the end of 'Assigned to' in the worlflow for…
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Syncing emails to deals
Hi there, At our company every employee has synced and linked their email to PipeDrive. However, the emails only sync on the organisational level, but not at the individual deals. As soon as an organisation has two or more deals, the emails are not synced on the deal pages anymore as the system does not know to which deal…
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Deals compartilhados
Olá! Gostaria de sugerir que seja possível um deal ter dois proprietários em funis diferentes. Contextualizando: Sou um consultor comercial e tenho um consultor técnico que trabalha o mesmo deal, porém em outro fluxo. É importante para um saber as interações que o outro está tendo com o deal, porém não é viável trabalhá-lo…
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Anexar arquivo - Off-line
Gostaria de deixar uma sugestão para anexar arquivo para visualização off-line, nem todos trabalham em cidade, sou agrônomo e anexo minhas receitas na timeline do cliente, quando volto para revisitar, nao consigo visualizar o arquivo, pois nem sempre tem sinal de internet. Sei que existe a forma de anexar do Google Drive,…
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Email Recall || Feedback & Suggestions
I'll admit, I'm not perfect and sometimes I screw up my emails before I send them. Don't suppose it's possible to show a little "Undo send" pop up for maybe 5-10 seconds after I click "send" for those of us who aren't the best at doing a double-check? It's a life-saver on Outlook.
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Adding a "Copy" button for data fields
Pipedrive should add a "copy" button beside the contact/organization fields, so that users could easily copy the content without having to click on the "Edit" icon and then copy the content.
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Hola a todos, me gustaría poder establecer contacto con otros usuarios de Pipedrive para poder apren
Hola a todos, me gustaría poder establecer contacto con otros usuarios de Pipedrive para poder aprender, mejorar y avanzar en este bonito CRM. Les dejo mi linkedin para que puedan agregarme https://www.linkedin.com/in/eduardo-luis-alonso-lozano-847b46147/ Muchas gracias
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Import Project Management files from other systems like XLS
Hi again, This way we don't start from scratch when we can bring it in from other file like XLS, systems like Asana & Smart Sheet We can map similar to dbase imports today
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Pipedrive Caller: Feedback on usage, Insights, Reporting
The support staff in the team are calling customers on behalf of the deal owners using Pipedrive Caller. The call log says who called the customer, but the activity is still assigned to the person who the outstanding was assigned to. There is no option to edit this call log and assign it to the person who made the call,…
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Filter for Organization Notes
It would be helpful to place filters with "organization - notes - contains" to avoid creating endless custom fields for reporting/tracking.
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Translation Mistake: First Name and Name in Korean version
Greetings, I'm reporting a Korean translation issue in Person data fields. In Korean version, we have two fields with the same title 이름. I believe that one field is for First Name and the other for Name in English version. This translation mistake causes a lot of confusion for Korean users. Please fix it. Hope it helps.
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Hide Custom fields
We are looking for the ability to hide fields so users cannot see them. We use a variety (over 11) of fields for tracking purposes. These only serve to clutter up the experience of our users. They have no need to see them. I see many requests on this but never an answer as to if and when this feature will be implemented.
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Feature Request: Mailchimp plugin to add tags rather than making a new list
When using the Mailchimp/Pipedrive integration to add search results to an email, Pipedrive lists out the audiences to add the contacts to. Mailchimp recommends using Tags for this instead: Tags might work better than a new audience. With tags you can organize your audience using any information or criteria you want. Would…
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Merged: Notes in Activities can't tag with @ people
This discussion has been merged.
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Notifications from Activities
In pipeline we can turn on notifications on deals, organizations and people when they are assigned to us, however, there are no notifications for activities that are assigned to us, I think this would be usefu l :)
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PM meets WA
Loving the Project management tool so far and started using it. Hoping will replace my xls files, smart sheet and Asana all in one ;) ! Would be super if one-day specific Workflow automation is triggered with Project management tasks. Also would be nice to create subheadings or subcategories under some activities or a…
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Measure number of companies touched over a certain period.
It would be a great add-on to have the option to measure number og companies touched (activities) over a certain period. For example - im working with labels for new and existing customers and would like to create a report showing how many new customers my team talked to and how many of existing customers were contacted…
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API: Deleted deal stages not appearing in stay in pipeline stages from Deals
When a deal stage is deleted it is currently removed from the field stay_in_pipeline_stages. To track deal stage progression you must instead use the deal updates endpoint which is a massive log of events. Furthermore the information corresponding to the deleted deal stage is removed from the stages endpoint. It would be…
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Add activites in bulk with date and start time
Hi, I need to import activities in bulk, in the column Activity - Due date I write the date and time like this: 2021-11-19 15:00:00 (That is how the column Activity - Due date shows when I export it and have date and start time) But when mapping the data it will only get the date but not the start time. I've tried every…
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Set company's fiscal year for insgihts
Hi ! As company's fiscal years are not often from january to december, it would be useful to set the fiscal year of a company on company's setting. This would help us to analyze our insights from July to June for example instead of January to December by default.
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Multiple deals for the same email
Hi, today I realized it could be a very good improvement for my sales activities to have the possibility to link one email to multiple Deals. Right now I am working with an agency that is giving me 4 clients and I need to create one deal for each one but we speak about them in the same email thread. Would be great to see…
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Feature Request: More statistics for ChatBot
Greetings, I have many potential clients who are interested in ChatBot, but they complain that ChatBot doesn't provide enough statistics. For example, this is the only stats that we have for each ChatBot. * We don't know how many times people clicked today, this week, or this month. * We only have total counts that visitor…
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Merged: Tag or @Mention Users on Tasks.
This discussion has been merged.
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Coming back after some time to give feedback about group emailing
I am coming back to raise awareness about not-so-great user experience of product feature group emailing. Issues to consider put into product backlog or some small product sprint :) * you cannot send more than 100 emails at once - the issue is, clicking those mails and then remembering where you ended (you can do…
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Feature request: pin notes in expanded form
When we close a deal, we pin a note to the top of the deal containing implementation notes. Just the first line of those is visible and you have to click on the explained icon to view the full note. We'd like to be able to pin them in expanded form. After all, if it's important enough to pin the note, isn't it likely that…