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Filtering by column in Tabular view
Currently, the Pipedrive tabular view UI only allows sorting alphabetically. I would absolutely love if I could bring up my deals page in the tabular view and filter the results. The only way to filter currently is to create a custom one each time - which is time consuming. If Pipedrive would change this UI to an excel…
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Contact Creation: Use Domain to detect Organization
When creating a contact from an email it would be great if Pipedrive could detect the organization with the domain if other people from the organization are already added: Example: john.doe@nike.com is a contact with the organization "Nike Ltd." When mary.miller@nike.com writes me an email and I add her as a contact, the…
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Leads for Mobile App
Howdy Everyone. I would like to suggest adding the leads function to the mobile app version of Pipedrive. To me the, leads function is quite handy but it would be super helpful if I was able to capture new leads in the field, where most of my leads are generated. I am sure this added feature will benefit many small…
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Allow Users to Export Insight Data for Leads
I am frustrated that you can not export insight data for leads into CSV or Excel format. Lead insights should have an export button on the data table similar to deal insights. Any work arounds would be appreciated!
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Files and Images in deals with thumbnail view option
I think it would be great to be able to switch between list and thumbnails views for the files and images attached to a deal . When there are several pictures attached to a deal for example, you have to open them one by one to find the right one you need...
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New Feature for Smartdocs | Prenstations
Dear pipedrive team, unfortunately, with Onedrive it is only possible to edit documents. The web version of Word is unfortunately very poor, so designs using images are very limited. Presentations and spreadsheets can be used as templates via GoogleDrive. Microsoft offers the possibility with PowerPoint, but unfortunately…
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Projects - Phases - automatically Highlighting phases that have been completed
when you add phases and tasks to each phase to a project - when you complete that section phase of tasks - it does not automatically move the project to the next section in the phases ? it also looks like the phases can only moved Manually from one phase to another in a liner way - but some phases might get completed…
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Google Drive integration
I am using Google Drive. Each folder has its own subfolders and inside there are files. I would like to link whole folder using "Files" in Pipedrive. I have attached image how it looks in Trello that I have used before. I can select first folder and it shows me subfolder and files inside of Google Drive selected folder.…
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Sidebar Creation
Hi is there any plans in the pipeline to be able to allow admins to create sidebars? It would be really helpful to have these to sort out various and manage the associated fields
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Anrufe in Abwesenheit als Aktivität erfassen
Guten Tag, ich wurde vom Pipedrive-Support hingewiesen, meinen Vorschlag am besten auch hier mit der Community zu teilen. Es geht um Verpasste Anrufe. Ich hätte gern die Möglichkeit eingebunden, die Anrufe welche nicht entgegengenommen wurden via Pipedrive-App (in meinem Beispiel Android) als Aktivität zu erfassen.…
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Automation linked to opened mails and clicked links
Automation linked to opened mails and clicked links
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Export list of the type of activities you have oustanding/ upcoming?
Would be excellent if there a way to export a list of my current deals with the type of next activity? (email, call, task etc) You can export of a list with the next activity date but not the next activity type.
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Export PD users
Would be awesome if I could export a list of our Pipedrive Users. Seems like its possible to export CRM data but not internal data like the users from our company who actually log in to the tool. I want to add all those users to another tool that I'm keeping in sync with PD but only option is to copy from the screen on the…
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Recurring Activities on Calendar!!
It would be great if the calendar had an option to add recurrent activities! I struggle a lot with this because some times we need to add a recurring activity and need to add it manually. For example, if I need to add to my calendar a meeting with a client that happens every Monday of each week during 6 months, I have to…
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Save inbound email attachments as a file within deal
Please add an option to save email attachments directly to the deal's "Files" section. Very often, I receive email attachments that are key documents to be referenced regularly. Currently, I have to: 1) keep them in email and search for the email every time; or 2) save the file to my desktop and work with it offline; or 3)…
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Merged: Contacts with 2 or more organizations
This discussion has been merged.
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Leads Inbox - Email Address
Can we get a custom email address that when it recieves an email, it opens a lead on the Leads Inbox? We have had this feature in other CRMs and it makes it easier to get certain email notifications to open up a lead. It obviously wouldn't capture lead info but it opens up the opportunity on the leads list so we can…
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Insights for Organisation
Will it be possible to report on fields on Organisation? We have fields that relate to the company, not to the Deal, such as Industry and Country. It's really important for us to track the number of Deals being generated, drilling down in each of these fields. I'm confused why this is not already an option. Please let me…
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Bring Old E-Mail Conversations into Pipedrive
Hi there, I'm gradually moving old CRM data, especially e-mails to Pipedrive. This went well for e-mails from within the last year, but not for older e-mails. It would be great if there were some "import old mails" action. The implementation and UX of that needs to figured out. Great would be Dialog based: Since that is a…
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Merged: Linking People with multiple organisations
This discussion has been merged.
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Creation Contact Relationships
Make the contact linkable to another contact, such as parent and child, or brother and sister. Allows us to maintain the relationship between contacts, engage various contacts together etc. Currently I add child 1 or child 2 to the contact, then go to child 1, and in custom field parent 1 add the parent contact (field is…
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Reporting sales at Parent level
Hello Community, I have set up several entities as "Daughter" organisations, and have deals associated to them. I would like to be able to see sales at the Parent level. Does anyone else do this or need this?
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More than one person linked to an organisation
We have many clients who are 'related' to more than one organisation however PD doesn't allow for this. I have read older posts relating to this subject, are there any further developments to get this option available?
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Send email on specific time and date.
It would be grate to be able to set a date and time for an email to be sent. sense we work late night all the time, we need to set sales email to reach in morning or afternoon times. one more thing, if you can show in the mobile app whether the email has been seen, just like the web application.
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email sequences/cadences
I'm curious to know how Pipedrive users are working with email sequences/Cadences. I use Klenty which has a deep integration with Pipedrive to send out email Sequences/Cadences. But here is the problem. There are so many types of contacts/leads my CRM and i only want to export specific types of leads/contacts to Klenty so…
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Deal LabelS
It would be awesome to be able to add MULTIPLE labels to a deal like you can to a lead. That way we don't have to have a million custom fields.
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Goals: variation from month to month & recurring revenue & company goals
Hi, Am I getting something wrong or is it not possible to set monthly goals that vary from month to month and have them in one overview? My sales team laughs at me in July when I tell them that they have the same goals as in February. And is it not possible to set goals for recurring revenue? And @Seda , I just learned…
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Email Link to Deal by subject content
Suggestion : use subject line to match email to existing deals - not just sender. I have vendors who email on multiple deals. The subject line usually includes the property address, which is often also in the deal name. Easy to match if Pipedrive looked. It could also work for any other variable if the user included the…
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Is it possible to have numbers in the "contacts" or organisation section ?
Just like in Excel, it would be very useful to have a number for the line displayed, so that you know at what level of your list of contact you are. For instance i have around 320 contacts (with filter) : when you act globally on them, it would be nice to know if you're in the middle of your listing or just at the…
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Timeline for deadlines
It would be very useful to have a function that allows you to export a daily calendar of all upcoming deadlines for the different deals that are in process. When there are lots of deals with similar deadlines, it's good to have full view of what's happening when. Using the next activity dates, it could be useful to export…