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Email tracking/opens visibility for all users
Currently, only the user can see the tracking for their email sendings. But if we work as a team, and the contacts, emails & deals are shared in the whole company, we like to see the tracking/opens for all the communications done by other users. It would be of a great help if we can do this.
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Merged: Dark Mode/Night Mode
This discussion has been merged.
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Syncing Emails: A new setting to allow "Sync Only with Pipedrive Contact"
We have recently discovered a major breach of confidentiality with syncing emails, and the workaround involves setting up numerous folders to choose which you want to sync with Pipedrive. This is a bit of a hassle with Inbox folders but a real problem with Sent emails. Either all sent emails appear in Pipedrive or none.…
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Webhook Connector for Microsoft Office
Extremely simple to set up for Pipedrive. Connectors developer dashboard - Outlook Developer | Microsoft Learn Register New Connector (office.com)
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Improve visualization of multiple stages pipelines
1.- For pipelines that it has too many stages, let's say over 10 stages (and when it is not negociable ):, to have the ability to spread the view with a horizontal scrolling at the button will be very useful, other wise it is looking very weird like: 2.- In the last case, present a better solution to show the names of…
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It would be nice to be able to use custom fields in automation triggers
It doesn't look like custom fields are available to use in automation triggers, unless I'm missing something. I.e. I want to use the deal contact person's country (which is a custom field on the Person) as trigger.
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Improve the UX by removing "sales spam dots"
There is constantly a dot taking my attention when I look at the menubar. When I click on for example Projects I cannot remove the alert or better remove the project button as I am never gonna use this feature. Same applies for Campaigns. The dot indicates that there is an alert for the section but there is not. Only…
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Display all contact phone#s on the lead page
Currently when viewing the lead details it only shows 1 phone number even if the contact has more. I'd like to be able to know there are other contact numbers for that person available and even dial them right from the lead.
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White label?
Hi - love pipedrive. But we need white label. Talked to Pedro in support - very helpful - and he says this is not available. Are you planning on developing this and when would it be ready?
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Email more than Deal Owner or Person associated with deal
Good Day, I would like to have the automation function to send an email to the participants in the deal. This category exists on the deal and the data is there, I would like to be able to select the option when building an automation to be able to select from the participant list. This way I can send a deal to all of the…
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Interactive Map on web
Hello, I do most of my work out in the field, but I use my laptop as well as my tablet and phone. I like how there's a GPS/map feature on the phone, but not on the computer/laptop. This would aid in my scheduling and routing my days when I'm at my computer scheduling my next week(s). Thank you
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Email message count needs to be able to trigger Workflow Automation
I want to the able to trigger Workflow Automations when the Email Message Count on a person changes. However, it doesn't work because a sent or received email does not count as "Person Updated" trigger for the Workflow Automation. I chatted with Pipedrive Support, and they were very helpful in clarifying why the Automation…
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contact "postal address" option in email templates
Hello, for my business I send a lot of emails and text messages to current customers and prospective customers. Many times I'm messaging them to confirm their home address. I'm not sure why only "some" fields are an option in email templates and documents and some are not. Please please please just open it up so that ALL…
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Product group / Sub-product group - a new feature for items that include different items.
Our company mainly deals with providing individual solutions that consist of various products, sometimes we have 100 different items in one document. For a customer it is a macabre! Would it be possible to add an option to create product/product subgroups with their components? Below a quick mockup:
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STATUT AFFAIRE "DECLINEE"
J'aimerais ajouter le statut "déclinée" en plus de "gagnée", "perdue" et "supprimée".
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Email automation/text reminders with Scheduler
I think Scheduler could offer email/text reminders as a feature to ensure prospects do not forget the meeting
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TASK sync with outlook or any other calendar
Tasks are visible. that is not the problem. However they are visible as an event. And that is a problem. Marking a task done in Pipedrive does not change the status in Outlook or any other calendar.
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Allow Admin to View Email Open/Link Tracking from Other Users
Not sure why as an admin I can see other users' emails but not the link tracking and email opening tracking from users' emails. This can and should be done.
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Products with Attributes (options)
Please add that each Product shall have the option from attributes each attribute shall have the option to add an amount (if picking this attribute the cost will adjust) Someone shall have the option to see by the deal the Product/s and the attributes listed If a attribute is discontinued you shall be able to disabled it…
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Merged: Email Follow-Up One Click Feature
This discussion has been merged.
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Embed "Propose times" (Scheduler) on web
I have requested this for a long time and now one of my clients want to embed the "Propose times" (Calendar booking) window on the website rather than starting a new window and moving from the website. They evaluating moving from this Pipedrive function to a 3rd party Calendar just of this reason. It should work in the…
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Turn Off Leadbooster Section - Remove Campaigns and Projects icons
Hoping someone can help here. I am not interested (at the moment ) in Leadbooster nor am I interested in the Campaigns or Projects which are all paid service options. I would like the option to hide these as they are just eye graffiti to me that I don't want, and, I don't need to be reminded constantly about paid services…
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Tax exclusive button in products
Does anybody know how soon the "Coming soon" will be for the activation of the Tax exclusive- Button? I hope really soon! Because without it the document creation looses it's value. At least on the German speaking market you have to show first the Tax exclusive- price (net), then the tax, and then the tax inclusive price…
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Markdown shortcuts in notes
In longer notes, the text formatter goes off the screen. This makes formatting very hard (and I think impossible for links?). Many apps are now supporting Markdown shortcuts to allow the benefits of markdown without breaking current workflows. Even if we just had markdown shortcuts for link, bullet, and bold, it'd go a…
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Hide Deal value ($$$) for Project Managers?
Hi there, is there a way to hide financial information (Deal values) from company users who use Projects? In a perfect system, I would ideally like to separate "Deals" from "Projects" entirely for my employees, since they only need to be managing projects, and not working with the financial aspects of Deals. Or at the very…
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Option to move left menubar items to More
We use Leads, Deals, Mail, Activities, and Contacts. The other fields (Projects, Campaigns, Insights, Products, and Marketplace) are rarely used. For new employee onboarding, it would be nice to only have the relevant items on the menubar. The remaining items could still be accessible under More.
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Custom Activity (meeting type) with pre-determined conferencing
The pain: creating meeting activites through the API can only be semi-automated, if conferencing needs to be included right now. Ideally, it would be nice to be able to choose/select a specific conferencing option directly through the API call, but as I understand, it's pretty difficult to go that way. An alternative…
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Feature Request : I need to freeze certain column on the most left in List view of Deals.
Hi pipedrive, Can it possible to freeze one or multiple column(s) at the most left and make it always on screen in List mode of Deals. This is a necessary function when I make a business review and need to scroll right to have a look at other fields' information. It makes people lost if everything changes. At least, one or…
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Google Voice Integration - or other low-no cost integration.
We are a start up ~ we need a voip free product that integrates to Google Voice or other free service. I've seen posts here saying it is compatable ~ but the links to where instructions are shown are broken.
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Pipedrive Product Bundles
Does anyone have advice on "bundling" product line items in Deals? We have various products that are made up line items that we would like to price and group together in a standard way (without salespeople have to remember what goes on each line item). Looking for a way to have these entered in a standard way based on the…