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Feature Request: Email Tracking within Gmail
Would love to see email tracking for emails sent from Gmail with Pipedrive Plug-in! Is this a planned feature for the future?
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Automatic Date changes in projects
An ability to automatically change all dates if the project is behind schedule. Currently, if we wait for a client to review/approve an aspect that is out of our control, then all of the dates are wrong, and it's a very big pain to go and change every single date for all the different tasks and activities that may have…
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automatic emails in projects
As with deals having all emails from the team and the client be logged to the project automatically [we use the spark email app for our day-to-day emails] would be fantastic currently, it needs to be done on the project page and only shows up if it has been sent from the project to the client and the client replies
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email Automation in Projects
OK cool, 1. Automation to send emails when a project is moved from one phase to another. This currently does not happen
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Need to be able to control default Email Settings across all Users
What is happening: folks set up their Email Sync (without our help, so that we aren't able to make sure their settings are correct) and select settings to Automatically link emails to Deals and People and to Share their emails (instead of Private). This fills our system with emails that have nothing to do with Sales or…
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add "latest email send" + "latest email received" as a filter for companies
add "latest email send" + "latest email received" as a filter for companies - just as these filters are available on for contacts (at least in the contacttimeline). This will be very helpfull in managing existing accounts.
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Multiple Labels Per Person
I think it would be helpful to give people multiple labels. Some labels may refer to where they are in the sales process but other may be industry, sector, or a custom label that makes them easier to filter and search.
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Link multiple companies/organisations to an activity
Sometimes I have a meeting with 2 different companies at the same time. When adding notes to this activity I want to link the activity to multiple companies (like what you do with persons), so that the activity shows up in the timeline of the company (and not allone the timeline of the person). Currently you can only link…
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Please allow us to sort the Kanban view
As I understand it from this post, the Kanban columns are auto-sorted by activity. But that creates a problem for me that ultimately wastes my time and energy. Too often, I'm waiting for events to happen over a few days - as a result, it's impossible to remember 'last activity' - and I spend an inordinate amount of time…
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Merged: Manual Sort Deals within a Deal Stage
This discussion has been merged.
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Let us change the background color / give us more visual cues
VISUAL CUES: please give us more visual cues. All pipelines look the same, deals, organisations, people cards look the same. As a result, we're likely to make mistakes like paste our call notes into a People card when we meant to paste them into the Deal card. Org/people/deal cards tend to be text-heavy; please make our…
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Add Project Module to Phone App
Simply, I don't understand why the project module is NOT on the phone app. Can you please add the project module to the phone app, android, and ISO.
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Bringing Notes into List view and Search
I am wondering if there are plans to... * bring Notes into a column in List view (to be able to view & export notes) and to filter by text within notes * find text within a note when typed into Search I know that is is not best practice to rely on Notes to capture important information that could be listed and filtered…
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MULTIPLE DISCOUNT & SHIPPING FEES ON PRODUCTS
Hi, i haven't found a similar topic on community...so here i am. In our sales proposals we need to use many discount (different customer segment & extra discount for sales managers) and different shipping fees (% of the sell price). Attached a little xls example. I hope it will be of interest to other customers and be…
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Adding discount field in specific amount/precent from total price, not only in % for each products.
Adding discount field in specific amount/precent from total price, not only in % for each products.
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Any chance we get a Tax exclusive option for deals anytime soon?
I'm aware this has been asked before. There even seems to have been a "coming soon" marker in the UI at some point two years ago, but the option isn't available to me. So I'm bringing this up again. Any chance we get this soon? Otherwise the whole Deal pricing thing doesn't really work for us in a B2B context... Past…
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Trigger automations on import
It's ridiculous that automations can't be triggered on import. Deals can be created on import. But "Deal Created" triggered automations can't be triggered by a deal that is created by an import. The same goes for contacts. I can create or update a contact on import but then I have to take additional steps to trigger…
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Permissions for Pipelines
I would love to see a "Permissions" setting that allows administrators to dictate what Pipelines users have access to. The users would then only be able to see deals and contacts that are connected with that Pipeline as well.
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Documents & document templates
The new documents feature in Deals is really great. Please make it also available in Organizations and Contacts and I am more than willing to pay for it.
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Creating and applying email automation to all users
As I create email automation, there are multiple stages where we engage our clients and therefore multiple automations to be built for each stage. The automations purpose is to keep our clients engaged throughout the entire process. The issue I have: In order to apply the deal owners email to the automation, I now have to…
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Custom Fields - Multiple Options and Single Option fields
When using the "Multiple Options" or "Single Options" custom fields in PD, you create a predefined list of options that translates to a dropdown list on a person/deal/organization page. In the current build of PD, deleting an option from a custom field deletes that option from the drop down list as well as deleting all…
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Trigger an Automation When a Document Is Signed
We would love to be able to trigger a workflow automation with a signed Smart Doc. Signed document (trigger) ➡ workflow steps Examples of tasks we'd queue up for the team once we have a signed contract: * Notify rest of team * Notify accounting for invoice creation * Setup onboarding call * etc
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Insights : Product Sales Reporting by Custom Field
Hi, Currently, there is no elegant way to report on the sales value of a 'type' of product being sold, via Insights. It's possible to build a report filtered by specific list of products, and it's possible to show the value of those products in a pie graph, but you can only select the Product field - you cannot select…
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Filter Persons with more than one active Lead
This should be a straightforward filter option to see a list of contacts with more than one open lead in the same way it is possible for Open Leads.
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Make "Label" a "multiple options" data type
Please, please, please! Make "Label" a "multiple options" data type; this is a minor technical change, but it can significantly impact productivity for Advanced and Essential users. This can improve Workflow Automation, insights and Bulk actions.
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Sorting of deals in pipeline, by drag-and-drop.
Hi. Do you need to be able to drag-and-drop your deals, to sort them in your own order? At moment deals are shown in chronological order according to activity date overdue/due/scheduled. But I need to be able to sort them according to which ones I find most important to work on. Anyone else recognize this?
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Atividades de 2023
Na aba atividade, para as "observações" ou "tarefas" não esta aparecendo o ano 2023, só consta o dia e a hora.
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Adjusting the calendar view screen as we. wish
For the moment, my calendar view starts at 00:00 and ends up at 23:00 (and then scrolling). For me, there is no use of so much space. 7:00 - 20:00 would be enough.
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Timer on Projects
Can we have a stopwatch/timer feature within Pipedrives Projects? Most other project management software out on the market has a timer feature. I've decided to manage my projects within Pipedrive, but I need a timer feature to keep tabs on how long tasks take me to complete.
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Campos personalizados para cada usuario
Olá, seria interessante que alguns campos das informações de pessoa e organização ficassem ocultos para alguns usuarios.