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gmail spam filter
I have linked my gmail account to Pipedrive and notice all of the spam that is filtered from my gmail inbox appears in the Pipedrive inbox. It would be great to have the same filters. I welcome any suggestions for a work around. Thank you.
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Tax Exclusive option
Hi, I'm a new user and wanted to use the PipeDrive Smart Doc feature, but it won't let me add the exclusive button, therefore I can't use the smart doc do to detailed quotes and invoices.
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Progetti
Chiedo di inserire la possibilità di duplicare un progetto, e di creare più progetti uguali, partendo da una selezioni di clienti (es: spunto più clienti, scelgo aggiungi progetto, e trovo tanti progetti quanti sono i clienti selezionati)
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Workflow automation between boards/users
Each user of the company might have restrictions on access to certain boards. If there is an opportunity to create automation between the boards, the done project on one board (user) would be moved to another board (user) to start working on the next part of the project. This automation promotes better and faster…
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Duplicate Document Templates
I use several different document templates that are similar, but with differences in specific areas. I have to re-create the template each time, even though it is fairly similar to the other templates. I think a simple "Duplicate Template" feature would be really helpful
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Activity Types -- Option to hide from create a new activity panel
Also, improve the contextual list display of activity types in the Calendar view. Half the list or more gets hidden under the all day activities area when attempting to create a task in the Calendar view.
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Projects Panel in Web Browser App - default groups and phases view to closed/collapsed
or give us an option
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Please add/enable filter by "project" in Activities list view and globally
Please please please!
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Discount when create a Deal // Descuento cuando creas un Deal
When you create an email you can add taxes but you cannot add discounts. Discounts can only be added when the Deal is already created. Wouldn't it be nice to be able to add a discount in the deal creation menu? // Cuando creas un email puedes añadir impuestos per no puedes añadir descuentos. Sólo se pueden añadir…
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PRIORITY/LABELING
We added tags to our deals to track them based on priority level. This works great on the computer as we can see LOW, MEDIUM, and HIGH PRIORITY with BLUE, YELLOW, and RED colored bars tied to each deal. However, I cannot see those tags on the mobile app where myself and technicians typically use Pipedrive in the field. We…
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Collapse Custom fields even though they are filled with details.
Hi Pipedrive I have created costum fields which i would like to collapse even though they are filled, but this is not possible. I would really love if you could make it possible to collapse fields, even though they are filled.
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Instagram beim Instant Messenger auswählen
Hello, I would love it if you could select Instagram or Other in the "Instant Messenger" contact field.
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Save a note without clicking the 'save' button
I would like to save a note without clicking the 'save' button. for example 'cmd + enter" would be great such that you don't have to use your mouse :)
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Email Sorting and Display
I would really like some updates to the email tab. It's very 2 dimensional and its hard to see what is going on with a full inbox. I'd like to see email folders, tags and categories. Just a way to visually make sense of what the heck is going on. Colored tags and sorting! Please! I really need this.
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Public calendar
hello, I wish to make possible to have a public calendar with the activities
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Filter on the calendar display on activities
Hello, I wish to see my filter in activities on the calendar display, it's working only with the list display infortunatly.
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Editing Probability in List View
All of our Pipelines/Deals have deal-specific probabilities enabled, but unfortunately they can't be edited in the list view - you have to open each deal individually to make updates. This is incredibly time-consuming as we try to adjust probabilities over time. Can this feature be added? Is anyone aware of a workaround…
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Assigning 'Activity' to Multiple Team Members
It would be a wonderful option to be able to assign an activity to more than one person. For us, there are certain tasks/activities that involve more than one team member. As of right now there is only the capability to assign that task/activity to One person. For us to alert the other team members we 'invite' them as…
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Merged: EDIT DEAL PROBABILITY IN LIST VIEW
This discussion has been merged.
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Expected close date
Hello, it would be very useful to see also in PIPELINE VIEW the "Expected Close Date".
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Calendar View Filter
When integrating Pipedrive with a phone company, all call logs show in the activity calendar view and it becomes unusable. I would like to see a To Do filter in the calendar view.
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Correct image scaling in Notes
Images are not being scales in notes. It would be much more useful, if the images would just scale to the width of the note. Also, when larger images are contained in a note, the note does not fold correctly (see screenshots attached).
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Add hyperlink field to the organisation details section
It would be really useful to be able to add a field to the organisation details tab that expects a hyperlink. Ideally, it would allow a URL of any length, have the option to add a url name (what appears in the details section) and that URL name is clickable, opening the address in a new tab. This would allow pipedrive…
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Ability to Pin Project Notes
It would be helpful to be able to pin notes in Projects as you can in Deals. Some notes are more important and are used often, this is usually one of the first noted added, but as you add more notes it gets buried, making it harder to find.
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How to view current customers products details in Organization view
My business specialize in selling office equipments such as MFP & printer devices + IT services. We currently have over 1500 customers (organizations) with over 3500 devices (products) that are either sold or on lease agreement and with an active service agreement. I was able to import under the « product » list in…
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Please add followers to bulk edit feature
I would like to suggest that followers be added to the bulk edit feature for deals, people, and organizations. This gives managers daily activity snapshots the following morning via email which is very useful.
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Campaigns Feature - Ability to use workflows to update marketing status
I was super excited to see the new Campaigns feature in Pipedrive. Functionality looks great, ability to build workflows etc is a massive win. Have started the progress of migrating from a third party email platform to realise that there is no way to automatically update a Person's Marketing Status to Subscribed (either…
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Priority field for Activities (or creating a custom field for Activities)
When in the Activity 'view'/'screen', it would be incredibly useful for us to be able to have a Priority field. Eg. P1, P2, P3 - for Activities - to then also be able to sort by this field. We have set this up in the Deal List view using a custom field. But it would be extremely helpful for the Activities, and I'm…
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Toggle to hide Deal notes from Person (Contact) view
For those that may have a lot of Deal notes that tend to clutter the Person view and would prefer to hide Deal notes from the Person view, I have been using a user stylesheet hack that perhaps the Pipedrive team could consider implementing into the app in more elegant manner. A user stylesheet is a local file that your…
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WebForm Request to configure client confirmation email
Hello, We think lead webform have a missing feature: ability to add and configure and automated client confirmation email. is this something in your roadmap? Kind regards, Gilles.