-
Auto fill fields from an activity date and time
To help with streamlining processes I want to see Pipedrive implement an autofill feature. When an activity is created whether manually or from an automation. I want it to be able to fill out specific fields i.e. date and time. pulling the data from the activity. Then we can send out auto generated email such as…
-
Feedback and Suggestions: Edit Pipedrive Data Fields Quality Rules
It would be helpfull the possibility to edit the quality rules on deals data field, when we would like to turn on as required in different sales funnel and also in different stages. It would help Sales team to pain attention in important data information to support management analysis. The options are available but we…
-
Adding Products to Leads (so that it aligns with Deals better!)
It is currently not possible to add Products to Leads, which seems strange to me as Leads become Deals and Products are integral in Deals. For our company, when we identify a possible "Lead" or opportunity, it is identifying somebody who might be interested to buy a Product, so having the Product connected to the Lead is…
-
Could we have more colors for labels?
We feel pretty limited with the few colors :)
-
Multi-language forms & chat
Hello! It would be nice if the website is available for users in different countries to be able to use web-forms and chat in different languages as well. These should recognise the language of the person using it to show them the fields according to their language preference.
-
beeing able to Cc other users
You should never create a contact (person) of yourself or other users or colleagues. This would cause dangerous situations because of the email sync. But this is not the topic of this suggestion. I would still like to Cc other users in emails without typing the entire email address. Other users should automatically be…
-
Modify the colors of lost deals in the sales funnel to light red for better visualization
Tip: Modify the colors of lost deals in the sales funnel to light red for better visualization (just as earned deals are visible through light green)? I really believe it would make it much easier to visualize the deals in a sales funnel.
-
Batch Merge
When in the merge records section and there are many groups of suggested merge records allow to select each grouping and then merge all the groupings in a batch rather than going through each grouping and hitting the merge button each time.
-
Capital letter in CUSTOM FIELDS
Hi PD developer team, would be nice to have an option to define text fields (not drop down or multiple option) to be save with Capital Letter, you can write "demotest" or "DeMOtESt" or whatever you want, at the end should show "DEMOTEST". Many users write person or company names as they want and databases are a totally…
-
Linking multiple Organizations to a Deal
Hej, we are operating a 2-sided matchmaking business model and would require linking 2 different organizations to 1 deal. There could be a primary and a secondary organization. However, making this possible in anyway would be a great booster to businesses that operate a multi-sided platform. Thanks for your feedback!…
-
Share Email Campaign Overview
Hi there, I have spoken with support team already, this feature is not yet availbale. Wouldn't it be great to share the Email Campaign 'Overview' via PDF or PNG? Not everyone on our team (external marketing team) uses Pipedrive and I would like to share the results of an email campaign with them. The Overview has all the…
-
Goal by product
Here at my company, we work with products. It would be great if we could set goals for each product to be monitored by our managers
-
Required Fields at unique Stages for Organizations
Our Landscape company uses custom fields in the Organization to populate billing information once a job is awarded. At the WON stage is when we would populate those fields. Currently there is no option to set required fields within an organization other than at the time of setting up the organization. We use Pipedrive's…
-
Add logo to an Organisation
Much like the ability to add a photo to a person, it would be nice to simply add a logo next to the Organisation. Example:
-
Multiple calendars synchronisations
I have more than one calendar on Office 365. But PD can only sync. one. It would be nice to sync. multiple calendars.
-
Multiple Calendar Integration
Everyone needs to have a personal and a work calendar, especially if we want a proper balance AND the ability to make things like client selection for our calendars just WORK. Pipedrive needs to build in a feature that allows for a multiple calendar sync per user. This would help eliminate double bookings for calendar…
-
Flagging/Labeling of emails
It would be great if you could flag or label emails. If you communicate a lot with your customer, it is really hard to find the important information in the deal history, especially if you search in deals from colleagues. I can find my own mail in GMail, but if I don't have access to the mailbox, it's almost impossible to…
-
Suggestion: Show percentage in a pie chart
This is what we saw for a pie chart in Pipedrive Insight Report. As a pie chart is divided into slices to illustrate numerical proportion, we usually expect to see each percentage instead of the actual number. For example, the above graph shows three slices: * PartnerLeads: 3 out of 6, which is 50% * Ted Youn: 2 out of 6,…
-
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…
-
Set Business Year End
Not all businesses have their fiscal year end match up to December 31st. Many have March 31st to match up with some government organizations. Our company picked November 30th, for example. It would be good to be able to set a fiscal year end date and then have the quarterly forecast reviews follow the users actual fiscal…
-
Merging Products
Hi there. I think it would be great if it were possible to merge products. It is possible to merge deals, contacts, organizations etc. but not products. Please let me know if this can be made possible. Thanks
-
Please make the status filter visibility (in deal filter dialog) more prominent
See below. You can't even tell which of the four options is selected. (Lost is selected, BTW.)
-
Activity Visibility Problems
We have notes and pictures that we enter into most of the activities we create, and it seems like a lot of our pictures are to large to be hidden in the notes. They're too small to use the "minimize" arrows in the top, meaning they can't be hidden, but large enough that they take up a lot of space in lead history. Is there…
-
Ability to customize the summary view on reports
It would be nice if on the summary view you could customize which columns you can see. Just like you can do on the Contacts and Organization pages. This would help and be a nice feature so then we would see only the needed data.
-
Bulk assign emails to deals
Hoping to submit this as a feature request: the ability to bulk assign emails to deals. I notice the majority of deals link correctly with the auto feature, but it would also be really neat if I could bulk assign/reassign emails to deals, especially when the auto feature gets it wrong. Keeping my fingers crossed!
-
Would really like a way to link emails to deals in bulk!
I have a bunch of deals with the same people, so none of the emails automatically links to the correct deal. Right now I have to open each one and tag it individually which is very tedious. It would be great to have a bulk tag option to select many emails and tag them all to the same deal.
-
What about this feature for note template?
-
Customer / Account Management in PD
Hi there PD is a great tool for driving sales - but it still really lacks the capabilities for Account Management after the sale is done, in order to be considered as a full fletched CRM. Is there any plan to add a "Customers" tab, similar to what you have done with "Leads" (which will be usable once email integration and…
-
API for Spark mail - need an enhancement of the functions within Pipedrive
We have been using Pipedrive for years but unfortunately the part relating to receiving emails (in particular I am referring to the creation of folders in which to archive emails and/or a more efficient management of the relative part) has not had the development to be a valid alternative to ms Outlook and in particular to…
-
Spark API
We would love it if you could create some integration with the Spark mail app. (Like Missive did, Spark is much better for our firm's needs.) Thank you!