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Organization Details
One thing I have found to be limiting over the years is Organization details. It can only be a single uninterrupted panel of fields. it's a great place to store site specific data for service offerings. However when a service company offers several different services there is no way to separate fields that hold data for…
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Importing "Lead Created" with Back-Dated Information
I have a problem when I tried to import my back-dated lead created into my Pipedrive account as I could not find any of the "Leads created" for mapping (while the deal created had). After checking with support, there's no "Lead created" to be mapped, this mean I could not import my Lead created back-dated into my Pipedrive…
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Last Activity Date - For Notes Entered
I noticed that the updating notes on a contact/deal is not considered as an activity and thus the last activity date is not updated. I think, like a call, email action through Pipedrive is considered as an activity, the manually updated notes should also be an activity on a contact/deal. What does the rest of the community…
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Layout Mail Inbox
Please add a preview option for emails in the email inbox. It is really not practical to open every email to see the content. I dont think it takes a lot to change the view option and the usability increases by 100%. Split view into left and rigtht. One side overview list, other side content area. This would be awesome!…
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Past revenue forecasts
Pipedrive only allows us to view the current situation when it comes to revenue forecasts. When changing the period of time to one of the past, e.g. 6 months ago. It shows the won deals of the past 6 months and also any open deals that may be still open in the past. However, it would be good to see the forecast 6 months…
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Identity Verification in Pipedrive
Hi there! I have been working with some businesses who need Identity Verification (E.g. passport, drivers licence) to be performed on their 'customers'. E.g. Crowd Funding platforms. Can't see any add-ons in the Pipedrive Marketplace that help with this, but it would seem to make a lot of sense? Does anyone else need…
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Include call notes in activity filter
Any chance you can add 'call notes' to the dropdown list when setting up a filter in activities? We use Aircall as a phone provider and they create a completed task for each call we make to or receive from a client, along with the call recording stored in the notes. We would then like to create a filter to find certain…
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Include Activity Note field in automation
I enjoy much the Pipedrive automation that users within my company get an 'automated email' when an activity has been assigned to them, it is a very useful feature. If you can only add the 'Activity Note' field as an available field to add to an automation, would really help out. See the picture below, I can include only…
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Sort by custom fields
I would love the functionality to sort my pipeline by custom fields I have created. As it stands right now we can only sort by pipedrive standard fields.
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edit/hide default fields
Hello, I would love the functionality of being able to edit default field names or just be able to hide them from users. Example "set expected close date" would love to hide this field and then make a custom field called "appointment date". OR just be able to change the name of the Default field to Appointment Made.
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Merged: Emails I archive in gmail don't get archived in Pipedrive
This discussion has been merged.
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Why limit to 3 active sessions on different devices?
I have a computer at work, one at home, an iphone, and an ipad. Your software only allows three active sessions. I have to logoff my other accounts all the time when I'm switching systems. This is a bad architectural decision and needs to be changed. I do not understand why you'd limit active sessions to three.
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Cohorts analysis by activity performed by a customers
Cohorts by activity are helping to trace the funnel stages. It is especially useful when you have not so much customers. Imagine, the company send 3000 emails, but didn't receive any reply. So we should dig this. The first question - does the emails was delivered/open? - we could answer this question is I could filer…
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Organization - Logos and Images
How do organizations not have Logos/Branding options? It's such a simple and useful visual, and to be honest, I'm in disbelief. This has to be one of the most common requests out there because it's such a standard attribute for every platform that exists -- including every other CRM I reviewed before going with Pipedrive…
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Integration for Pipedrive activities with Microsoft To Do
Hi, Would it be possible to add the integration of selected Pipedrive activities with Microsoft To Do? Right now activities can be only synchronised with calendar, which is far from optimal as the nature of events in calendar and activities like tasks, calls, etc. differ vastly. Many thanks!
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Merged: Automating campaign subscription for new persons?
This discussion has been merged.
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Some Feedback: Focus on upgrading main functions and dont look into new fields
Hi Community! please discuss about the following words. Not about specific functions, but about the topic! I love to work with Pipedrive for me and my customers. The main CRM-Tool with the possibility to automate is genius. In combination with zapier or make almost everything is possible. Now the big BUT... Almost all…
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Merged: Customise double opt-in email
This discussion has been merged.
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Merged: Workflow Automation - Update Marketing Status
This discussion has been merged.
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Merged: Trigger double opt in request automatically ?
This discussion has been merged.
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Error in Campains: When I merge deals, Campains entries are lost
When I merge two deals, the mail entries from one deal are integrated into the other deal. If the entries from the campains that were included in the one deal that is transferred, but are no longer displayed in the joint deal. This is very annoying. So currently we can't merge deals anymore, because information is lost. To…
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Merged: Automated Double Opt-In
This discussion has been merged.
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Problem: reCAPTCHA hint under the web form makes no sense and is incorrect
If the reCAPTCHA is activated for a form, under the embedded webform it shows the text "This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply."? We don´t want to have that there because this is already in ower data privacy policy and I don´t want to have it there again. Pipedrive was…
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Problem: notice about credit card data in forms is customer-unfriendly
Under all forms in Pipdrive the following sentence is displayed mandatory "Never share sensitive information (credit card numbers, social security numbers, passwords) through this form.". This is just annoying and also total nonsense. If I only ask for the name and email address in the form to subscribe to the newsletter…
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A link to the deal and/or the contact in the calendar entry
With Pipedrive, you can specify that details about the deal and/or the contact person should be saved in the Outlook calendar. This is already good but not good enough. However, there is no link in the Outlook calendar to jump from this calendar entry directly in Pipedrive to the right deal or the right contact, in order…
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We need the Messaging page menu permissions to become configurable
Hi, I'd like to submit a business requirement to you, can you add a permission configuration switch to the 'Unassigned' and 'Assigned to other users' message lists, so that when they are turned off, they are visible to everyone. When turned off, only users with Pipedrive administrator role can see these two message lists.…
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invio automatico mail per compleanno clienti
Sarebbe interessante avere la possibilità di inviare in automatico email di auguri per i compleanni dei clienti ed altre festività come ad esempio il Natale
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Matching Labels of Person and Organization
I have tried to create an automated workflow for when an organization label is changed, the persons linked to that organization are changed to the same custom label. At this time, PipeDrive states it cannot be done. For example, I have created custom options for the organization label for "client, former client, employee,…
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Alternate languages for custom fields
It's weird that I haven't read this as a feature request anywhere. I hear it really often from international companies: Custom fields should be translatable. Many companies have employees with different native languages. Pipedrive itself can be used in many languages, but I can't translate my own fields (and the values in…
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extraire données directement à partir de la vue de chronologie
Bonjour, La chronologie de contact est très utiles pour filtrer et segmenter les contacts avec qui nous n’avons pas eu d’interaction (« activité ») depuis longtemps ! Cependant, à ce jour, il est impossible d’extraire cette base de données pour y ajouter des « activités en masse »... Ce serait super de pouvoir extraire…