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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.
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Reports based on product category
How can I create a sales report/funnel report based on a product category? This seems like a must have. I don't have time to create a report and type each individual product name in a sales/funnel report. Any suggestions??
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Increase PUT/POST 10.000 daily limit
We use Pipedrive API to automate our workflows and keep our sales team informed with up-to-date product information. However, we are facing an issue where we are approaching the daily limit of 10,000 PUT/POST requests. This limit is prohibiting us from updating our products as frequently as we need to keep our sales team…
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NOTES SHOULD CARRY OVER FROM DEALS TO PROJECTS
We notice that once a PROJECT is created, the notes created in the deal are not visible in the project. We have job coordinators and project managers that only work in projects once deals are won. Deal notes, mentions and emails should attach to projects once a project is created.
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Allow for labels translation
We have users that speak in different languages, PD itself can be localized, but labels cannot. It would be great and helpful it such a feature could be introduced to PD. From the technical point of view maybe labels could be a dictionaries where dictionary name is a system name for that label and then just use key:value,…
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Make officially possible to update variations by API
Hello, There is no endpoint to update variation by the API (https://developers.pipedrive.com/docs/api/v1). It's only possible to get a product with its variations. To mass update yours prices in our more than 15000 products, it's complicated... Is it possible to add endpoint to make it possible ? Have a nice day 😉, Ségolène
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Sync scheduler with multiple Google calendars
I would love to be able to replace Calendly with PD's Scheduler function. However, I need the tool to check availability across multiple Google Calendars, which it seems Scheduler can't do yet. Thanks!
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Ability to add discount on products as a fixed amount instead of percentages.
Would be helpful if you could choose to add a discount as either a percentage or a fixed amount.
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Insights refresh rate
Hi Pipedrive Product anagement, Just elike many pipedrivers, the launch of Insights is a great move forward in terms of KPI management for sales. Howavere, as the devil is in the details, I realize that the date in the Insights / Dashboard are actually off and refreshed on a randon frequency compare to the actual CRM data.…
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Add Projects to Activities Calendar
We can already sync calendars Activities in Deals show up in the Activities Tab Tasks in Projects do not show up in the Activities Tab Enable project tasks to show up in the Activities Tab OR... Create Calendar view in Projects.
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Font size
The font size, Small, Normal, Big, etc. is quite a problem. I've been reading that this has been an issue for more than 2 years. I would like to have more options. All my professional emails must be written in Arial 12 but the only options available are 10, 13, 14.
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Hide & Arrange Tabs on Left
I'm new to Pipedrive, been selling for 15 years, and using CRMs for 10. The key to making them super helpful is removing distractions with clean interfaces. Furthermore, being able to also arrange steps based on your process. Having the ability to hide and rearrange the tabs would: Allow me to shift the buttons based on my…
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Private Project Boards
I would like the ability to make certain boards / projects in the project tool private so only certain team members can see them. Currently everyone in my team can see everyone else's projects. Is this an option?
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Custom modules?
Hi guys, have you considered adding the ability to have custom modules to track data such as assets associated with an Organization? This is one of the few benefits we still get from Salesforce, and allows us to track customers licenses and hardware appliances. Using just custom fields attached to deals wouldn't work right…
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Generate Projects from Leads
Dear Pipedrive team, Could you please introduce the option to generate projects from leads, similar to how this can be done from a deal at the moment. Thanks!
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Allow editing the note directly on List view.
At the time being on List view, Pipedrive just allows users to edit note when opening the activity, which causes it very time-consuming, especially when I have hundreds of tasks to finish. It would be great if Pipedrive allows users to edit the note directly on List view.
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Allow editing the note directly on List view
At the time being on List view, Pipedrive just allows users to edit note when opening the activity, which causes it very time-consuming, especially when I have hundreds of tasks to finish. It would be great if Pipedrive allows users to edit the note directly on List view.
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Permission set so a non-admin cannot change the owner of a contact or deal.
Simply put the function would be for when companies want to limit standard users ability to change the owner of deals and contacts. This would allow only admins to be able to change the owner of deals and contacts.
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Cross-filter for Reports (Similar to Salesforce)
For a proper task mgmt. it is essential to filter for all leads that are e.g., in phase "interested" but do not have any open tasks. Is this possible in pipedrive?
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Merged: Add hidden fields to Web Forms to collect campaign UTM tracking source parameters
This discussion has been merged.
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Merged: Anyone else interested in scheduled emails from leads inbox?
This discussion has been merged.
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Merged: Need: Schedule Send for Leads
This discussion has been merged.
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Document File Name Conventions
Please allow us to set a schema for naming files that Pipedrive generates. We need to ensure consistency on our Drive for file names and require the ability to have titles predefined using placeholders. eg. DealName - Estimate - Deal ID