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Link email threads usings workflow automation
Please can we have the ability to link email threads together using automation so that the reciever can see email the email chain as part of our campaign?
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Remove unnecessary email thread display
When opening and replying to email, all previous emails are displayed in a massive vertical thread. 90 sec demo: https://www.loom.com/share/d1024450591d4de4a672dfbcfa9bb80f
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Merged: filter leads and other unfinished things in the lead module
This discussion has been merged.
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Copy URL to a Lead Filter
For Contacts, Organizations and Activities, when I create a filter, I can simply copy the URL and share it with a colleague, for them to open the exact same filter directly (provided it is a shared one). For Leads this does not seem to be possible, because the filter id is not in the URL. I always have to tell people to go…
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Multiple People Meeting Scheduler
It would be very very helpful to be able to add more than one person to a meeting scheduler link. My use case is that I want my CRO to be able to jump on all our client calls. Right now, I have to manually create events in my calendar to block when he's not available. A common link would be incredibly useful!
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Nice suggestions with Pipedrive Updates
* Is there a way Pipedrive could go windows app? Like Asana * Why is PD super slow especially with its interface when showing the list of leads * Is there a possibility that PD can add a chrome extension that can quickly add deals or contacts and would look like this not needing a Gmail web for it?
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Contact Tags
Are there any plans to add Tags to contact records? Tags are not the same as labels. Tags are so commonplace in other CRM programs. I want to move to PD and I may have found a poor workaround.
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TAGS
Is Pipedrive ever going to add Tags as a feature? Not Custom Fields which have a different functionality Tags allow you to easily view data in a segmented view based on the tag(s) assigned. Custom Fields requires you to build separate filters for every possible view. If you have just 10 data points in a Custom Field, then…
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No recurring tasks
How can Pipedrive not have recurring activities? Such a simple and important feature for a CRM. I was a part of the recurring activities Beta and was using it and now the feature was taken away.
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one person for multiple companies
I have clients with multiple companies, but it isn't possible to add the same person to multiple organizations. Related organizations option does not fulfil the necessary function because each organisation has its own deal.
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Top CRM for B2B
What are the top CRM software for B2B?
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Adding an automatic follow-up reminder if a contact has not responded to your email
During the course of my sales efforts, I send a lot of emails that go unanswered and require me to go back to that lead/contact and remind them that I need a response. Right now, the workflow for this problem inside of Pipedrive is pretty miserable since I send an email (inside of Pipedrive) and then i have to manually…
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Sort of the Fields when you create an Organization, Person or Deal.
When you create an Organization, a Person or a Deal, the Creation Menu offers the fields in a certain sort, but randomly. It would be nice to be able to choose the sort in which we want them to be displayed in the creation menu. And regardless of whether the fields are default or custom.
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Suggestion: Workflow Automation for Email Opened and/or Replied to
In workflow automation, it would be useful if some scenarios could be added in order to automatically tag or label a contacted person or deal. When a recipient opens an email or replies to an email, an automation could be created to tag or label that person so it is easier for us to see this information easily. For…
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Multiple Calendar problems!
Hi All, I know this has been covered before but I thought I'd bring it up again in the hopes of it making its way into production some time soon! Pipedrive has the ability to see multiple calendars when choosing a calendar to integrate it's activities/schedules/proposed times etc. The problem being is that it won't SYNC…
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Project Tasks Mentions and Comments
It would be very beneficial for our team if it was an option to comment in dialog form on tasks and @mention people like you can in the Notes tab. Is this something that could be implemented in the future?
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Custom fields on Activities
It would be super useful if custom fields could be created at an activity level. We use activities to prompt our sales people to make calls to prospects. Being able to create a custom field against the activity to track the downstream outcome would be a huge help
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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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Linking one email to multiple deals?
Is it possible to link one email to multiple deals in multiple pipelines?
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Feedback and Improvement Suggestions for Pipedrive's Default Guests Feature
I would like to provide feedback and suggest an improvement for Pipedrive's activity creation process. Currently, when creating activities, users have to manually add the same set of guests each time, which can be time-consuming. My suggestion is to introduce a default guests feature that allows users to set a pre-defined…
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Customize follow up email for smart docs
Would it be possible to personnalize the follow up emails to ask the signature of a smart doc please ?
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Drop Down Menu Sorting
Hi Team, it would be very helpful to enable a-z sorting for drop down menus. For example I would like my products alphabetically sorted inside a Deal view.The Sale team do not enjoy scrolling through numerous product titles without any logic. Thanks
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Web version of sent campaigns
Hi folks, I would definitely like Pipedrive to make a web version available of every sent campaign so I can share a URL to that specific campaign once the campaign is sent. Please upvote this idea if you agree.
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More than one Label
Is there a way to have more than one label per contact?
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Multiple Labels and contacts and organizations.
It would be great to have multiple labes for contacts and organizations. I know that I work around is custom fields, but they are not as visual as labels. A good example for labels in organizations would be: Company A: Label 1 buy procuct "semilla", Label 2 Interested in product "tierra" No potencial IN product "zamilla"…
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An enhancement to the formulas field
Hi, I love the formulas in Pipedrive and we are looking to embed them within our deals to support both managing the deals and further automating contract creation. One of the things that I would like added is the ability to split products out when calculating from product value. The user story here is that my company have…
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Be able to change the days the week starts and ends in the reporting
Our business reporting is from Monday to Sunday but in my insights and reporting when I look at things on weekly format the week begins on Sunday and ends on Saturday. I'd like to be able to change that.
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Sending files out of the deal via mail possible?
Hey there, wouldn't it be nice to send the files, which are deposited in a deal, directly via mail? Right now you have to download the file from the deal first and then you have to attach the file from your computer. It would save some time if you can attach the files, which are saved in a deal, directly from Pipedrive.
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Possibility to add external web link to Pipedrive users
I would like to have the possibility to add external web link to Pipedrive users to reach gamification scoreborads for each user.
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Sort contacts by last name rather than first name in alphabetical menu in contacts tab.
Video link explaining what I mean. :)