The lost reasons list is a list across the entire Pipedrive workspace but within our business we can have different reasons for a deal being lost depending upon the pipe. Currently we have to show a long list of lost reasons to our users whereas being able to customise this based upon which pipe the deal belongs to would…
We have a need to archive deals so that they are still accessible but do not want to win or lose them because we have Insights and Goals set up that would skew the data.
When marking an activity as complete Pipedrive cancels any related calendar invite, this then sends a meeting cancelation to all contacts from the meeting, creating confusion and sending unnecessary meeting cancelation notifications to clients. Please can you disable this feature, so calendar invites are not cancelled when…
Hey everyone, I'd like to be able to show/hide certain custom fields based on the permission sets that are assigned to the user. For example, I have a "Net Profit" custom field that shows the net profit of each deal. I'd like to be able to hide fields that are sensitive like that and only show it to admins, or certain…
It will be very useful and interesting if Pipedrive builds a lead scoring system where a lead is assigned a score based on some factors such as Customer engagement: Which involves engagement with email campaigns sent to the customer, if they opened their emails, if they register or subscribe to the campaigns and so on.…
Allowing users to input fields on the front-end which get passed through to Pipedrive deal fields is great. However, defining “hidden fields” on the back end which we can populate with data would increase the value of Web Forms massively and would make it a no-brainer subscription for us. For example, if we have a web form…
We pass address information to several partners and all of them use abbreviated state fields. Example: FL instead of FL, GA instead of Georgia. Could we please add the state abbreviation to the address fields? This is available as "short name" with Google Maps, it should be an extremely easy fix to add to the results.…
I've been closely following the development of the project module, and it's safe to say that I'm excited about the progress so far. However, I'm still curious about what the future brings in regards to a couple of features that are incredibly important for us: Adding projects to insights for progress reporting. Creating a…
I often want to send a group email and CC additional recipients for certain contacts (e.g. colleagues of that contact). However, there is currently no CC field in PD's group email function. Adding that feature would be helpful. A next-best option would be to allow a user to include multiple recipients in the group email…
We sometimes have "fast forwards" for deals in our sales pipeline. For example sometimes customers don't want a presentation of our product but directly buy that product. Then we directly forward the according deal to the "sold" stage i.e. the deal skips the pipeline stage "product presentation". If I now create a deals…
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