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New Feature Request: Collaborating on Insight Dashboards
I recently found out you can only have one person make edits to a dashboard (you can share it but they only have viewable permissions). I've never used a CRM where you can't share a dashboard and have others make edits where needed (i.e. if I share with my team and they need to edit/I created then passed off dashboard to a…
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Technical support & advice: My email getting so many "opens". True or something else?
Please let me know what specifically I am being told about Ted opening my email. Did he rally open my email this many times/did he forward & others opened/is it an outlook action on my or his side? Please let me know what this tells me. Thanks
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Do you use the contact sync module in Pipedrive 📇?
Você usa o módulo de sincronização de contatos n
Do you use the contact sync module in Pipedrive 📇? Você usa o módulo de sincronização de contatos na Pipedrive? Utilisez-vous le module de synchronisation des contacts dans Pipedrive ?
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Auto copy the person address to a deal address?
Is there a way to auto copy the person address to a deal address? Thanks
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Feature request: support sharing contacts to Android app
I would like to share contacts (via VCF) to the Pipedrive app in order to add them as a contact in Pipedrive. Eg. a contact sends me a message on WhatsApp or Telegram. Then I have their contact info and name. Currently I have to manually re-type all that into Pipedrive. VCF share is the obvious time-saving solution,…
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Feature request: support sharing contacts to Android app
I would like to share contacts (via VCF) to the Pipedrive app in order to add them as a contact in Pipedrive. Eg. a contact sends me a message on WhatsApp or Telegram. Then I have their contact info and name. Currently I have to manually re-type all that into Pipedrive. VCF share is the obvious time-saving solution,…
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Feature request: support sharing contacts to Android app
I would like to share contacts (via VCF) to the Pipedrive app in order to add them as a contact in Pipedrive. Eg. a contact sends me a message on WhatsApp or Telegram. Then I have their contact info and name. Currently I have to manually re-type all that into Pipedrive. VCF share is the obvious time-saving solution,…
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Feature request: support sharing contacts to Android app
I would like to share contacts (via VCF) to the Pipedrive app in order to add them as a contact in Pipedrive. Eg. a contact sends me a message on WhatsApp or Telegram. Then I have their contact info and name. Currently I have to manually re-type all that into Pipedrive. VCF share is the obvious time-saving solution,…
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Include actual E-Mails written in "Last activity date" on Organizations List view
This would be helpful when planning a sales trip and checking who was contacted at what point in time. Its relevant for priotitization and just getting an overview. For clarification, I mean e-mails written via Outlook / Gmail, not the acitivity type "schedule an e-mail"
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Feature Request
It would be great if emails could include the ability to request the recipient to complete further data not yet captured by the Pipedrive user. For example if you are using merge fields in a template and there is some data missing which you need to complete a quote/invoice. You can still use those merge fields in the…
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Campaigns Tool / Add-on thoughts after initial trial
Some feedback from a short trial of the new Campaigns tool. It's not quite at a level where we could replace our current eMailing tool (Klenty) but it is a very encouraging first release. On the good side; * Really nice eMail design interface that has a lot of great templates and flexibility * Easy to set up a campaign and…
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Merged: Please fix Pipedrive Sync of email, calendar, and contacts
This discussion has been merged.
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Feature Request
Please allow large text fields to be collapsed in the project details view. Hopefully, this shouldn't blow any minds... :)
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Can there please be a way to turn off the new chime/sound in the dialer?
The sound itself is loud and annoying. If I'm making 50-100 calls a day, that means I have to hear it 100-200 times a day. There really should be a way to turn it off or at least adjust the volume.
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Attach Zoom Meeting Cloud Link To Deal
FEATURE REQUEST Our sales process heavily relies on Zoom Meetings, Pipedrive's Zoom meeting integration is great, but would be brilliant if it imported the Zoom Cloud Based URL for the meeting once it was completed. We have multiple advisors connect with our clients at various stage through the sales buying cycle, having…
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Is it possible to auto-highlight the value in "deal value" so that whatever I type replaces the old
I always have to manually remove the old value (or the default 0) and if I don't, what I type is added to the front. For example. I'm updating a deal's information and quickly press the value and continue typing the value "500", but because there's a 0 by default and I didn't take the time to highlight and remove it, my…
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Do you need the ability to archive old/won/lost deals?
Do you need the ability to archive old/won/lost deals?
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Workflows for Custom details
Workflows for custom details would be great. For example I work in Hospitality sales for card machines and need to know which EPOS (till system) they are using at the restaurants. So I create custom workflows for this as follows: Do they have an EPOS system = YES or NO Suggestion for Pipedrive to add: {if YES} = EPOS NAME…
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Asking for advice: Is there a way to add our sales target to the dashboard? I.e. plot all the 'won'
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Merged: Visibility + Access to Pipelines
This discussion has been merged.
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Customise default send times for email scheduling
Hi there - it'd be great if we could set profile or organisation-wide defaults for email scheduling times. The current defaults are too generic - e.g. "Tomorrow Morning" defaults to 09:00 which means emails will be arriving at the same time as a lot of newsletters, calendar notifications, snoozed emails from Gmail and…
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Creating a filter by deal and product code
Hi All, On a regular basis I like to filter specific deals by product code, and by one (1) specific "product code" only. When you have say five products with product code A,B,C and D. If I have two (2) deals, one with product code D only, and one (1) deal with product code D & B. If I create a filter like" Product code is…
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Ability to white label / company brand the "Propose Times" link
At the moment when our customers click the link, it is all branded Pipedrive. We would like to be able to change some settings company-wide on this page. e.g. add our logo and colour branding. Get rid of Pipedrive branding. We are paying for the "Professional" subscription. Thank you! P.S. The design of this page is a…
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Column Settings for different Phone Types
Is there a way to have separate columns for the different phone types, ie Phone Work, Phone Mobile etc? As it is now, the Phone column shows and exports the various phone types into “one” excel cell entry and also doesn’t say which is Work, Mobile, etc., example below: Person - Phone855-256-6647780-424-5475,…
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Merged: Different Fields per Pipeline?
This discussion has been merged.
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HTML email to be used in Templates
We send various follow up emails at different stages of the pipeline, some we have automated through workflows, some we send manually using email templates (as we need to tailor them every time). Unfortunately, the emails templates in pipedrive are not html and hence it is difficult to create nicely formatted, responsive…
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Better Email functionality needed
Love many aspects of Pipedrive however I feel the email interface need to be improved. As sending and receiving email is one of the most important features in a CRM the thread of email conversation need to be looked at and improved. I would love to use the email client inside Pipedrive exclusively but the thread of a long…
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Project management: notes and files
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Lead Creation - Assigned to Option
It would be great for us to be able to assign an owner for new leads as well as on the deals page. Our Customer Service team field the incoming prospective accounts and assign them to the areas sales person. Currently it will auto assign the person raising the Deal as the owner. I would like to create a workflow automation…
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Resubscribing, new Opt In after Opt Out?
It is a great feature that contacts can subscribe by filling out a webform. But it does happen, that contact unsubscribe and make up there mind later down the road and want to subscribe again. It seems that this is not possible as of now. If a contact unsubscribed and fills out a new form with the wish to opt in again,…