-
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…
-
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!
-
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…
-
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.
-
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…
-
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…
-
Activity duration in seconds
Hi, it'd be great to have the activity duration show seconds too. At the moment, the activity duration seems to round up everything to the minute. Therefore if an activity lasts only 2 second, it'll show 1 minute. This would be helpful when analysing call duration. Thank you, Marco
-
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
-
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…
-
Linking one email to multiple deals?
Is it possible to link one email to multiple deals in multiple pipelines?
-
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…
-
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 ?
-
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
-
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"…
-
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…
-
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.
-
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.
-
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.
-
Sort contacts by last name rather than first name in alphabetical menu in contacts tab.
Video link explaining what I mean. :)
-
Have the deal icon in email list reflect the status of the deal
As shown in the screenshot above, the little deal icon doesn't show much at a glance to the status of the associated deal in the email list. It would be great if that little icon was clear as to what the status of the associated deal was. I'd propose an open deal would have a grey icon, a won deal would have a green icon,…
-
Translation Module for Custom Fields
We have been using Pipedrive for a very long time and are now facing the problem of adapting the CRM system to the international branches of our company. What exactly is this about? - Let me explain. We use a lot of custom fields written in our native language, but having a branch in Germany, we do not have the ability to…
-
Reminding your team to contact client for contract prolongation
We decided to automate reminders for contracts that soon to hit an exparation date. While Automations in Pipedrive made it possible to create an activity and push it to GCal, there`s one thing that can`t be solved at this point: when we take into account the actual contract expiry date, there`s no way to set up a reminder…
-
Use "Bulk Edit" to Create Activities Against Organisations or Contacts
I would love to have the ability to select multiple Organisations or Contacts & then use Bulk Editing to create an Activity again each of those selected items. Can this be done? Are there any plans to enable this?
-
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…
-
Parent - Child Deal Automation
Hi Team, We would like to see an option to Parent/Child deals with associated deals. We have a main pipeline for Signups/Registration and once successfull they will have deals made for 8 quarters. It would be helpful, if we can link those deals together and automate to move to different stages in respective pipelines(we…
-
Revenue Feature: To be reliable, it would require filtering option.
I really want to love the revenue feature. However, I believe it is lacking a crucial component. There is currently no ability to sort or filter deals by total reoccurring revenue/subscription values. Because of this, there is no way for check your records for accuracy, rendering the feature unreliable. You may have 200…
-
Bulk Edit Multi Option Field
Is it not possible to bulk add an existing value to a multi value field? Seems odd that wouldn't be possible.
-
Bulk update needs the option to add to existing not just override.
The bulk update feature causes me issues because I can't add to existing, I can only over ride the existing. This is an issue for tagging additional information to a field that already has some values assigned.
-
Add the name of the automation in the changelog
Hi at our company, automation is being used more and more. Unfortunately, this also means that there is always an automation that starts up when a process is wrong. To find and fix this automation is a pain. Mainly the search is the problem especially when there are several people creating automations. My suggestion now…
-
Stacked bar chart showing total deal value over time
It would be helpful to have a report that shows deal value to # of deals, stacked by stage, on a historical basis - either by week or month. This would allow the user to look at the pipeline health on a week over week or month over month basis. Currently I can only look at the current snapshot but not historical…