-
Insights - Dashboards add deal values as if they were all in the default currency
Looking at the Insights dashboard for 'Deals won over time', the deal values are added as if they were all in our default currency (GBP). But we record deal values in whichever currency we invoice that client, which may be USD, EUR, AUD, NZD, SEK etc. For example that grey block in the Oct 2022 column below, which appears…
-
Translation feedback (Norwegian)
Hello. I think it is confusing that Leads are translated to "Kunder" (Customers). They should instead be called "Salg" (Sales) or "Salgsavtaler". If I open an organization, I have a field called "Potensielle Kunder" (Potential Customers), this should instead be translated into "Potensielle Salg" (Potential Sales). The word…
-
Korean Translation Error: year unit '년'
Greetings, This is Ted from Hashsnap, a master reseller in South Korea. I'm forwarding a bug report from my client. It's about the date format in Pipedrive web app. Consider a date 2023-02-23 in ISO 8601 format. This can be written in English and Korean as follows: English: February 23, 2023 Korean: 2023년 2월 23일 This can…
-
Enable organisation email link with deals and stop automatic contact person generation through smart
Recently, I noticed that when manually linking a deal to an email message, Pipedrive creates a contact person based on the email address if no contact person is associated with the deal. However, an organisation (with an email address) was linked to the deal. Mostly, this happens when I don't have a contact person for a…
-
Showing Fields Based on Type of Org
As we roll out more usage of Pipedrive, and folks want to use Pipedrive to track more than just our typical customer base, we are looking at adding 4-5 new custom fields. These new fields would 1) make the list of Org fields in our Pipedrive even longer and 2) be confusing/irrelevant for the other types of Orgs we have in…
-
Forecast on signed and "open" Recurring Revenue
There are a lot of postings on this topic. But I do not give up hope that one day this will work properly. Both we and a lot of our customers would need a basic forecast report on recurring revenues. It should give an overview over signed recurring revenue and a forecasted MRR according to the weightened revenue of open…
-
There is no really clever revenue forecast
Hello guys, so one of my main goals by using Pipedrive was to get more insights into how much we're going to make in a future months. So we've create a deal pipeline, add there stages, for every stage we've got probability, for every deal we've got set up a Billing plan (so if the deal is one time payment (and if so, when)…
-
Concern Regarding Potential Removal of Crucial Feature
Hello PipeDrive team, As a loyal supporter of your company for almost eight years, I would like to express my concern about the potential removal of a critical feature that is essential to our business. I am referring to the ability to click on the address of a deal while in the deal view, which opens the map view and…
-
Link Emails to fields other than Lead or Deal or multiple Leads/Deals.
Currently Pipeline allows a user to link an email to either a Lead or a Deal. But there are no other options NOR is there a way to link an email to multiple Leads or Deals. Example #1: I am developing a relationship with an Organization (multiple companies under said Org). I want to quickly view/track emails related to…
-
Product name in filter columns
We would like to export deals table including also product names associated to deals. There is only product amount and value. Thank you Lukas Hala
-
Access Custom Fields in Add Product
Hello Pipedrive, We are a company just launching Pipedrive tomorrow - we are stoked, wish us luck! I have one question/request regarding Products. Pipedrive lets you add many custom fields to Products beyond the default fields (Products, Price, Quantity, Tax, Discount, Amount.) However, when we Add Product, we cannot…
-
Sign out of all devices **except one** would be nice.
I'm constantly moving between devices, so getting the "We couldn't log you in" prompt is really annoying. I appreciate that you've probably done this to stop people from sharing logins, so I understand why this feature has been implemented. I see this message all the time because I regularly work across multiple devices.…
-
API: Consistently have an "id" field for linked entities
When working with the Pipedrive API for integration purposes, I often navigate to other entities via some of the ..._id fields, e.g. a Deal object has fields user_id and org_id for the owner, and the linked organization, repsectively. Currently the returned fields for User and Org in a Deal are: "user_id": { "id": 424242,…
-
Moved: Is there a way to SCHEDULE a single email yet?
This discussion has been moved.
-
Moved: Gestão/cálculo de Comissões de Venda
This discussion has been moved.
-
How to measure time in seconds from lead-in to outbound sales call
What would the best way to measure time (seconds) it takes us to reach a lead via call once this lead applied for our service? I assume it should be something related to the activity. E.g. duration between an activity got created and the call was logged? Is there a standard, Pipedrive way of doing this? Thanks!
-
Tasks and activities acording to project end date
Hi Pipe Drivers! Loving the Project base on PipeDrive, it would turn from good to amazing if you could add a task according to project end date. Now it is possible to add activity only according the project start date. Our project durations vary a lot and some tasks are to be done when the project ends, so for making…
-
Adding a "Copy" button for data fields
Pipedrive should add a "copy" button beside the contact/organization fields, so that users could easily copy the content without having to click on the "Edit" icon and then copy the content.
-
No shows
Hi all, The show-rate on demos and meetings are a relatively important KPI in most sales orgs. It would be absolutely fantastic if we could mark a meeting type activity as "no show" instead of "done" or simply to cancel it. In that way we could see the number of meetings actually held and the number of no shows. Are you…
-
Make The Google Extension Load Like It's 2023
I personally prefer to work in Google Mail, as opposed to the mail tab in Pipedrive, and love the Google extension. Well, I would, in theory. In practical terms it's more or less useless because it is so slow. After every click you have to wait for three to five seconds for anything to happen."Quickly" adding a contact, a…
-
Gmail Extension - past due activities
The PD gmail extension to show activities is great. I can stay in Gmail, view my activities, and engage with clients via e-mail without having to look at the activities in pipedrive. The issue is, as soon as there are overdue activities, they do not show in the Pipedrive extension. It will only show TODAY's activities. So,…
-
More supported languages for the webforms, chatbot, etc. (Danish)
To accommodate your clients in more countries, it is important to have more supported languages for the webforms, chatbot, etc. This is a dealbreaker for our business (to not risk loosing clients) - our IT team wants to change to a system, that supports Danish.
-
Labels (Sorting/Adding) & Issue
When working on this page: /persons/list/ It would be nice to select multiple contacts and then add a new label. Right now, you have to create the label first prior to selecting contacts. Additionally, if I want to edit the label for a contact, and then reorder my label list, once I make one change, the feature closes and…
-
Edit Labels & Multiple Options (over only single options)
Thanks, it would be super helpful to have the ability to edit labels here: /settings/fields Additionally, it would be nice to allow multiple options versus only single for this category.
-
Multiple signatures
Hello, it would be great to have more than one signature. I am the CEO of my company and our subsidiary in Berlin and therefore I need a second signature like in Gmail. Would be helpful. Thanks!
-
Navigate to correct project from Calendar
If you have made an activity to project (or linked a project to activity), It does not appear the same way as linked deal, person, lead or organization. When you open the activity in your calendar you can not see the linked project and navigate to correct one. You can do so with other linked items, could you add this…
-
Quckbook integration for all users
I would like to suggest updating the Qucikbook integration to work for all Pipedrive users, as 99% of the time every rep needs the ability to create, submit and track invoices.
-
Mobile App | Required Fields not working
FYI - Required & Important fields do not work using the iOS Mobile App (unsure on the andriod app) This is a major for any sales team working in the field and mobile first. Is this on the product roadmap?
-
Merged: Possibility for read-only data fields / lock data fields
This discussion has been merged.
-
Allow adding multiple Zip Codes at one time.
Currently, each zip code has to be added one by one. If you want to add 20 or more zip codes, adding them one by one is a pain. Most lead search tools allow you to add zip codes in bulk using a comma or a semicolon. Zip code is more accurate than the city because multiple counties in one state can have the same city name…