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Workflow automation search suggestion
I think there could be an improvement in the workflow search. Once you've performed a search, there is no indication of the search criteria. The only indication that you have searched is that there is (hopefully) a short list, and a "clear all filters" link. I initially didn't even realise that the link was related to the…
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Gmail connected with pipedrive --> Last activity date
Hi Community, We connected gmail with Pipedrive, probably like many others. For now synchronised emails are not seen as an activity done. Where it would be great if they do because then it would be tracked in the "last activity date" filter. We use it a lot in the organisation overview to see what needs te be done. For…
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Activities without due dates
Hi, Does anyone know if it is possible to create an activity without a due date? There are times when the trigger for an action is not the date, or it doesn't matter when it gets done. I can't find a way to create an activity without having to specify a due date. Thanks Adrian
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Multiple owners to a single task
Hello! Wouldn't it be great to have the option of having multiple owners, or co-owners for a single task? A notification would be send for any modification, completion of the task, and the task would appear in all activity panels of each owners.
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Merged: Different Custumized Deal Details Fields for the different Pipelines
This discussion has been merged.
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Projects Filters and Contacts
I need to be able to filter my many projects based on any fields that I may have available, including custom fields that I have added to projects... Because I am managing many projects it would be most helpful to create & save these filtered views! Also - as I have requested in a separate tech discussion, I need projects…
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Merged: Option to have an alias email address
This discussion has been merged.
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Exporting Email Insight Reports
I am wondering why it is currently possible to export specific data sets and full tables within all insights report types except for email reports. Our team uses insights to track the open rates behind certain group emails that we send via Pipedrive email sync, but not having the option to export and filter further renders…
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Job title in organisation view
On an organisation page, under 'people' on the left hand side, could I suggest the feature of displaying a contacts Job Title next to their name so that you do not have to click on 'view all' each time? For us this is something that we really require. Thanks
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List of @mentions initiated
I see a list of @mentions that colleagues have created to communicate with me It would be really useful to have a list of @mentions that I have initiated. A sort of "sent folder", or a weekly email showing all @mentions I have initiated in any gven week so I can check back and make sure nothing falls through the cracks
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Total lifetime value of a customer.
I would love to be able to have a "total lifetime value" as a parameter I can choose in activities. The data is already there. As seen below. I hope it can be implemented in the near future?
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I'm using Salesflare Chrome extension instead of Pipedrive Add-on
The Gmail add-on is a great feature... well it use to be. Prior to it becoming a add-on, it was a chrome extension and it was better. (But far from perfect) I'm currently using the Salesflare with zapier to send my data to Pipedrive. Why ? Because the Pipedrive Add-on is poorly design and not updated, it still look like a…
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Interannual Insights // Avances Interanuales
Hello community. I notice a missing feature in Pipedrive Progress when I want to view interannual (for intermonthly, interquarterly..., the discussion would also work). I am aware that the period selector is very good, that I can configure reports to compare periods and that I can open two windows and alternate their…
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Adding a customer logo to the organization overview
It is currently possible to add a photo of a contact person of an organization. But it is not possible to add a customer logo to the company where that person works. In this way, the organization becomes more visually recognizable. It may also be possible to make this logo visible in your general pipeline. This also makes…
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Mobile App Notifications
I've got a client who will be using the mobile app out on the field and they need to receive instant notifications on their phone. The areas notifications dont cover are Leads & Activity assigned notifications. You can get Activity reminders but not when you have been assigned something. It would be great to see more…
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Show details on the side for Contacts and Organizations
It is quite handy that we can access the details of an activity without leaving an activity list, by opening them in the drawer "on the side". Would be great to have this same feature be available also for contacts and organizations lists!
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Sales Playbook
Hi community, Hope this finds you well. Just wondering if there are any tips for side-by-side Salesbook/Playbook integrations or workarounds for Pipedrive? Context: My company is shifting from Hubspot to Pipedrive and there was this function to create playbooks in Hubspot. I am not familiar if there are such parallels in…
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Workflow automation grouping
We have several pipelines and we use a lot of workflow automations. Managing workflows is quite heavy now when all the workflows are in one list in random order. I'd like to see some kind of grouping for the workflows e.g. all workflows that are related to Pipeline 1 are in one folder, Pipeline 2 in one folder and so on.
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Leads: visible in contacts?
Ok, I found out how to copy a contact to the leads section? There you can label them differently and so on. That works well. What I cannot figure out, is how I can see in my contacts page whether a contact is a lead. If this is not possible, you have to keep clicking back and forth to check what the status of a contact is…
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Merged: Do you need sorting (A-Z; Z-A; newest; oldest, ...) or drag sort options of within individu…
This discussion has been merged.
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Allow blocking of addresses via the Inbox
Hello, when I block an address from my inbox I have to open a separate tab for for Setting, Email Sync to get to the blocked addresses. I would like the ability to block addresses from the Inbox to remove the number of steps required. Ideally, we would be able to have the ability to block not only the specific email…
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Filter by deals that contain subscription
Since the launch of the new subscriptions feature, it would be nice if there was an option when creating a filter to show deals with an active subscription e.g. Deal » Subscription » is » active.
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Creating a lead in PipeDrive from the external HelpDesk.
Hi all, maybe you have already encountered such a task. There is an integration with Zapier allowing the creation of a contact/lead in PipeDrive from all the tickets in FreshDesk, for example. This case doesn't work for us because we only need to create from some of the tickets, only the selected ones. The outbox solution…
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Filtering and Sorting Pipeline view
I would find the ability to filter and sort the Pipeline view extremely helpful. In other words, would like the filtering and sorting ability for the List view to be enabled for the Pipeline view. I suspect I am not the only one that would love such features...
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Different Types of Custom Fields
I'd like to have different types of custom fields in addition to text, numeric and date. I'd like to see radio buttons and drop-down menus added to custom field types.
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multi user licence
For small companies having multiple users is very expensive, specially if you need Pro functionalities. having a "bundle" with 1x Pro user and 2x or 3x Advanced or Essential would be great in the present setup if I need 3 different users including one Pro means that I will pay 1800 usb/year although 2 of the users only…
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Please let us set time/date within PipeDrive for accurate reporting
I'm not able to see accurate data in pipedrive due to the fact that I'm in a different timezone to the majority of my team. I'm in NZ meaning many of the deals that come in in the last 12h of the month, are not showing up in the previous month for me, but the current month. Meaning all the numbers are not accurate. How can…
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Merged: Add the Mention feature to Activity Notes
This discussion has been merged.
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Smart Docs e-signatures - a link requesting a signature
We love Smart Docs e-signatures, and we have a suggestion. It'd be very useful if the view-only link for proposals could be either modified or augmented with an option to send just that link to trigger a signature. Proposify offers this feature and it's something our reps use all the time to reduce friction in the signing…
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Include a new condition in automation workflow : if "label" is empty
Automation workflow does not allow to select "if contact label is empty" as a condition. We can only select "if label became, if label is, if label changed"