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Is there a way to move the action boxes up or down in a workflow?
I'll explain further...I created a workflow with several actions. I realized that I need to add another action at the top of the workflow. The only way I see to add this new action is to create it at the bottom of the workflow but I see no way to move it up to the top or insert it at the top of the workflow. Thx
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Add "email sent" as a trigger for automations
The number of email ativities doesn't correspond with the number of sent emails. So when I prepare reports for my CEO (and when my team will do it for me in the future), the number of activity type:email is not relevant at all because it doesn't say anything. So what would help (and I am convinced that so many people would…
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Bulk adding activities to selected contacts in a filter
Hello, I will send out emails with another system. To register these activities to my contacts in Pipedrive I want to select the recipients in a filter and add an activity "Email Invitation sent" to their activity stream. Is this possible and how do I use this feature. Alternatively how can I trigger a workflow manually?…
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Billing Capabilities for Admin users
Is there a way for us to limit permissions for Admin users specific to Billing? Like for instance, in our Pipedrive there are 3 Admins. Would love to have to limit other admins in Billing permissions but gets the same Admin rights as I have, except for Billing.
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Hi, I have some feedback regarding LeadBooster
So, I believe LeadBooster has tons of potential. I like the direction it is going, and I'm sure most of these things I see lacking are already on your path, but anyways, here are some things I believe could change or be added for the better: * The "typing" animation should be optional. Customers know they are speaking with…
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Tooltips
Hi, Just wondering if it is possible to get tooltips added to the list of features in the roadmap? It would be really powerful if we could add in tooltips so that our users can see definitions/descriptions of what our custom fields are for and how they should be filled in. Would also be good to see it tooltips used for the…
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Timeline
Hello I have a suggestion: to be able to order the time line of a company or a contact according to the date on which a task was executed or scheduled, and not according to the date on which it was created. This would integrate old notes without breaking the timeline.
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Activities: Change Log & Comments
It would be great to have the functionality to comment on activities with the current status and have a log of all changes to an activity (created, completed, change of responsible person, rescheduling, delete). Currently we have to "log" alls status updates in the notes with manually entering the date and name of the…
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Pin a note on mobile
We would like to be able to pin notes on mobile as well.
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Know what time it is for your lead automatically
Hi salespeople! I am cold-calling from Europe (Latvia) to rest of the world. Whenever I want to call to someone outside my continent, I have to make sure what time it is, so I do not call to early or too late. And as for now, I am doing this manually on google(by checking what time it is in Claifornia, Michigan, London or…
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New Features Request
Spoke to one of your CC reps, and none of the features I enquired about are there. Request you to look into these. * Mail Merge feature in PD * Schedule Send feature (this is now available in Gmail to send emails at a later date and time, but can't do so on PD) * CC'ing people while sending group emails
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Is there any plan to add a real chat function for Leadbooster?
Is there any plan to add a real chat function for Leadbooster?
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Email tracker notifications
Hello, I think it would be useful to get notifications when potential clients and clients read our emails instead of going back to email manually (or add reminders). Some people probably have processes for follow ups already, so this feature could help them with sales.
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Snooze deals to keep pipeline relevant
It's not uncommon that deals are postponed or need to be revisted at a later stage. It would be GREAT if you can snooze the deal so it's removed from the pipeline and returned at a certain date. Today you end up having a lot of deals in your pipeline even if they are relevant but perhaps in 3 months.
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Feedback to Lead Inbox
Hi, I started using the new Lead Inbox as we have 2000-5000 companies we need to contact or at least systematically qualify whether they would be a good fit for our product offering. I started off with importing the first batch of 2000+ leads (company names + optional contact person), but I soon noticed the quality of my…
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Recent Items list
One feature that I loved on SalesForce.com was the Recent Items column on the Home page. *refer to screen shot below It allowed me to see all the recent activity that I was working on. Even had nice icons that allowed me to quickly see if it was a Contact, Organization or Lead. PLEASE add this Awesome tool to PipeDrive. It…
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How can we create an activity that is dependent on X days since last activity?
Is there a way to create an activity like a follow up that occurs X days after the last activity? (ex: a customer doesn't send in their deposit, we want to send a follow up email if the deposit hasn't been received within 5 days). So ideally, if the "deposit received" activity hasn't been checked off within 5 days of when…
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Feature suggestion
In the Prospect Inbox, would it be possible, when using the "one by one" tool to add a prospect, to directly add an etiquette and the first name of the prospect in the pop up box ? Thanks :)
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Feature request: Folders in Leads
It would be very helpful for us if there is the options to create our own folders under Leads. Where now there only are folders based on activity or archived, it would be great if we for example under archived could create our own folders so we could organize leads which didn't turn into deals at the moment. Besides I have…
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Automatic reminders/activities to reconnect after a given amount of time
I like to have a minimum frequency where I connect with my leads (to keep them warm). Is there an easy way to do this? I'm currently trialing a few different systems to move my spreadsheet onto and what I do in the spreadsheet is when I'm done with a task, I select a frequency from a drop down (e.g. "1 Day", or "1 Month")…
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Organisation labels missing feature!!
I've noticed the recent update to being able to change how data fields are used, however, very strangely there is no option or ability to be able to require as a mandatory item adding an organisation label when adding a person. This looks like an omission that the developers haven't thought about as now you can add a…
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easy select of main emailadress
Hi Pipedrive Team, as happy user i often update my contacts. In most cases I and up with more email addresses. The last addition added to the top of the list. That is not allways the emailadress that I prefer to communicate on. To make sure I use the best email adress for my purpose I now manually change the sequence so…
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Bulk actions on leads
Hi, is it possible to do bulk actions on Leads? E. g. bulk delete and bulk export? Leads seem to be a perfect solutions for prospecting / nurturing activity. So for example I may add a list of target companies and emails of their employees and they nurture them by category (like: city, type of services, type of decision…
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Contact details update form
Hi! Looking to suggest functionality whereby each contact would have a unique and secure URL to access a web form, allowing the contact to update/edit their own contact details. Admin would set which fields were editable/accessible by the contact. This will assist in a ’new client’ workflow by reducing data input and also…
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tracking business cancelation
As a subscription based software vendor im dissapointed that the Pipedrive system doesnt currently cater for the ability to cease business followings it initial win date to allow the onboring of revnue but tracking of subsequent cancelation. By way of example, allowing users to report the wining of business , track it but…
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Make it easier to merge contact records
The current Merge Duplicates functions are very difficult to find, as they are hidden under ... menus. There should be some kind of alerts panel (I guess that is a separate idea) and I should receive an alert when the system finds duplicates and then be able to follow a link to merge those. Also, when I multi-select…
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Decide which calendar events trigger a reminder in the Activities tab
My request: I wish we were given more control over which activities count as activities. Specifically, I would like activities (lunches, calls, meetings, whatever) to trigger a reminder in the Activites tab ONLY if they were created from a deal's "Schedule next activity" menu. Here's why: I use my work GCalendar both for…
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Export: several emails in one field
When I export data, all emails come in one Excel cell. Extremely unuseful. I can split them in Excel, of course, but so much vasted time... Can we ask Pipedrive to change this?
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PD bulk mail feature needs and upgrade. it too slow when sending emails and the 100 limit is frustra
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Is there going to be following features added in near future?
(1) Creating service tickets? (2) Email marketing for B2B, current integrations from outfunnel and .... lack many features and come nowhere near to outreach.io and unfortunately Pipedrive does not have integration with outreach.io Pipedrive is a great CRM but needs to pick up its pace since as organizations grow its need…