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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.
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business value
as of today the value of a deal is the sum of all products within a card. For some of us, the client should choose between each product and not take them all. therefore we should be able to choose if the value a our deals is the value of the list of products (sum) OR the average value of all products within a deal
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Pipeline View Needs a "Show All" Toggle
It has never made sense for our organization that WON & LOST Deals drop out of Pipeline view by default. Heck, it took me over 2 years in the system to realize that we could even create a filter to show these Deals in Pipeline view, that's how used to it I had become! Utilizing a "show all" filter is becoming more of the…
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Follower Reports for deactivated users.
Hi, I just recently had to generate a list of all the deals one of our deactivated users worked on during their time here, but it was difficult because some of them had been redistributed over time. The best option we came up for this was to find contacts that the person was set as a follower on. Unfortunately, there is no…
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IMPORTING is terrible!
I have to say, I'm evaluating PIPEDRIVE for use in our company, and the IMPORT feature is a disaster. It's so bad that I'm considering an alternate CRM. Just sharing some insight into my evaluation.
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Deal Value Changes
It would be helpful to be able to compile a report that shows when the original value or price of a deal has been changed for my sales volume reports. Many times, through negotiations and general changes, the originally entered pricing changes either up or down. A report on these changes would be a great tool for…
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Bulk-edit fields in list view
At the moment, not all fields can be bulk-edited from the list view of deals. For example, I could not bulk edit probability for deals in my list view however I could bulk-edit amount. I would think that ALL fields should be able to be bulk edited?
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Have the possibility of putting 2 labels or more at the same time on a customer's file
Have the possibility of putting 2 or more labels at the same time on a customer's file. Because currently this is not possible, a label replaces one.
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More Colors for Labels
I am new to pipedrive and notice that with the labeling there is only 6 colors. So when you have more then 6 labels they have to repeat the same color. Which can get confusing and annoying. There could be a wheel of colors or a scale to get any color you want. I think it would be easier for my business to have as many…
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WebForm QR Codes
I have a separate QR Code creator, but it would be nice to have a QR code generator in the Share and Embed section of Webforms.
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Webform - Enhance experience with more inputs like first, last, Radio Button & Check Box feature
you cannot stack two inputs in the same row (like first name, last name). You also can't edit the width of the form itself. Webform does not accept checkbox/radio input. It would be nice to see PipeDrive web forms to be on par with HubSpot web forms or better. See ideal features illustrated below... Illustration #1 is…
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Create Calendar Sync Filter
I need to prevent PipeDrive push notifications that appear as "meetings' but they are really passive events from Microsoft Insights that block off time as "focus time" Ideally, the filter captures and excludes events that you add such as "Focus Time" or "Football Game" Currently, there is no option to add this actions.
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Smart Contact Data - ability to copy / transpose to contact details
When you use the smart contact data lookup, there is no easy way to add smart contact info to a person's contact details, i.e. copy it from the smart info box to their actual saved contact details. This would make this feature so much better. What are your thoughts?
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Customize default title in deals
Almost all of our deals have the default title of the organisation name. Most of our deals are of the same type but a few are of a different sales process. When scanning a list of deals it's hard to distinguish them as every deal has a different title, the name of the organisation. The suggestion is to allow customization…
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Add deal fields as URL parameters in email template
Hi, I'd like to be able to use fields as URL parameter values in email templates while keeping them: Clickable for the delivered final email Formatted, so keep them human-readable My use-case is to use TypeForm's hidden fields feature as well as other third party services to forward specific property of the deal via URL…
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Gamificação - pequenas recompensas para potenciar resultados
Deixo a sugestão de incorporar gamificação dentro da ferramenta, para potenciar os resultados. Por exemplo, nós estabelecemos objetivos por semana. Assim que o vendedor atingir o objetivo ganha uma medalha... e vai colecionando pequenos prémios que o motivam e o levam de encontro ao objetivo Podemos trabalhar com objetivos…
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Mapping?
It would be nice to be able to see multiple locations on a map (on the web version at least) so to be able to schedule my day based on the best possible route of locations.
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Monitor Pipeline value & weighted pipeline value over time
We are logging these numbers on a weekly basis and plot it in excel and report to our shareholders. It would be great to have a graph that automatically produces this.
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Colour Code Stages
We would love to be able to colour code stages, please can you make that possible?
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Add Product Value to appear as a column in the insights detailed tab
Hello, I have created an insight to follow up some products revenues but I only can see the total amount of deals in the columns when I click on the details. It would be great to be able to display the product value like it is in the chart. Thank you
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Link multiple people to a deal?
Customer Success teams typically work with several people in every company. It's important to have all email threads in one place for context. The current workaround is adding multiple emails to the linked person but leaves a lot to be desired. Perhaps it could be segmented into two sections. "Main point of contact" &…
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Submit webform through API
Currently I have to make three API requests in order to submit a form (if I don't want to embed the Pipedrive webform on my site, and I don't) from my website to Pipedrive: create a contact create lead attach note with message content to the lead Hubspot handles this in a way that's easier than Pipedrive by allowing…
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Merged: Set default font for emails
This discussion has been merged.
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different languages for custom fields
Many international companies have employees who do speak very different languages. In some cases they can not commit to 1 language (like english). It is great that Pipedrive supports 17 different languages, but you should be able to name the custom fields as well according to the language settings of a user.