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Deal number allocation
Hi, We as a company include the automatically generated Pipedrive deal number in our communications internally and externally. Can this be populated in the Title box as part of the "Add deal" interface?
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Make new Options added through Zapier NOT overwriting previous existing Options (Tags)
I opened up a question about this "Bug" too, since manually that does not happen and so it shouldn't be the case when we do it automatically: https://community.pipedrive.com/discussion/11248/api-bug-multiple-options-field-gets-overwritten-by-zapier-api-tags-update-person/p1?new=1
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TAGS
Is Pipedrive ever going to add Tags as a feature? Not Custom Fields which have a different functionality Tags allow you to easily view data in a segmented view based on the tag(s) assigned. Custom Fields requires you to build separate filters for every possible view. If you have just 10 data points in a Custom Field, then…
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Update on Tags
Just wondering if there is an update on adding a tag feature to Pipedrive? Currently considering shifting from an old CRM service here, but the lack of tags is somewhat startling. I have read other posts and know about the multi choice option, but as many users before me have said, it is a work around and not a realy…
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modify or disable shortcuts/quick actions
Basically shortcuts (or quick actions in Pipedrive) are great in the first place, but they can also be annoying. Especially if things are assigned with shortcuts that you never need. It would therefore be nice if you could configure the shortcuts in Pipedrive by yourself or at least deactivate them.
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orden en la etiquetas de los prospectos
Necesito poder ordenar las etiquetas. seria genial si implementan esa configuración. ya que las etiquetas son algo dinámico y ordenarlos a nuestros antojo seria ventajoso. ademas dar la alternativa de visualizarlos completamente también. los prospectos es el primer paso o barrera que tenemos que pasar, y sin las etiquetas…
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3rd party viewable link for projects
Greetings Pipedrive, Is it possible to develop a feature for projects that would allow a 3rd party (client or customer) to have view-only access to a project via a link as is done in Asana? Or maybe even some edit access? Thanks, Justin
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Merged: Email Sync - Multiple emails and aliases
This discussion has been merged.
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Total sum of deals in stage
Hi there! I have noticed, that you can see only sum of deal values and related deals at the top the stage - but you cannot see how many deals are total in that stage. That would be nice! Martin
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Bug: Form redirect don’t work when embedded.
I’m getting a cross site error: [Error] Blocked a frame with origin "https://webforms.pipedrive.com" from accessing a frame with origin "mydomain.com". Protocols, domains, and ports must match. Didn’t find the option to change the allow headers. Could you help?
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Merged: Different Fields per Pipeline?
This discussion has been merged.
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Another Team field/ SUB TEAM
Hi Pipedrivers, I know there is an option in pipedrive to create team under Team Members, I request there should be another new option to create new team(s), if I give you a example, say, in the original existing Team, we could add sales team from different region. but in the new Team option, we could Add Account Manager…
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Merged: Email alias reminder after some time
This discussion has been merged.
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Menu Bar
Unless I am missing something it appears that there is no way to turn off projects so that it doesn't display the icon in the left menu bar. That is very annoying and I suggest that for companies not using that feature you allow it to be hidden when not part of their plan. It sits there static with a little blue…
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Field for converted deal value
If you are working internationally you may have deals in different currencies. For the insights/reports Pipedrive uses a service to convert the value. But you can not use it in the list view or the filters. So 10.000 Turkish Lire is less then 1.000 EUR or 1.000 USD but when you sort or filter it Pipedrive think that the…
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integração calendário IMAP
Boa tarde pessoal!! Internamente em nossa organização utilizamos o e-mail de configuração IMAP e notamos que não há sincronização de calendário para essa opção. Seria interessante se possível habilitar essa questão, acredito que várias outras organizações também utilizam do IMAP ou POP3 e não conseguem também.
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Reports on Emails which are linked with a deal
If you are synching your emails you can get reports on the email performance. But you can NOT filter the emails which are linked to a deal. I am not interested in statistics on mails from my daily business and from my Grandmother, only sales related email count. And they are sales related if they are linked to a deal.
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Product Performance Report and Subscription Revenue Report should show better details
For both reports, when you click into the details of the reports, the values in the details both show the deal values. Product performance report should show values of the products because each of my deals has multiple products. So when I click the details for a specific product, I want to see how much clients are paying…
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Make Related person field data available in doc templates
Hi, I'm a mortgage broker and it's really frustrating that the related person's standard and custom fields are not available to use on the doc templates, just the person's. Many mortgages are joint applications which means I need to include both applicant's field data in the document. For example, if I'm doing a life…
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PD Forms & Google Analytics? GTM?
I have a PD form and chatbot embedded on my website, that once sent, generates a new deal in my pipeline. How do i track this in Google Analytics or Google Tag Manager?? Surely this feature is possible?? How on earth is everyone tracking ROI on Ad Spend???
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Custom Tables in Pipedrive?
We have several functions we do with Organizations that are not necessarily records that fit anywhere else. For example, using a third-party tool (Quickbase) we have built a custom workflow that lets us record our interaction with clients' social media accounts. Another keeps track of every time we have mentioned an…
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Activities - Selecting multiple activities using Shift button like in Gmail
In Gmail it is possible to select multiple emails by holding the Shift button. It would be great to be able to do the same in Pipedrive. Same for Mailbox.
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Personalization (insert a field) with Product Field in an email template
Hello ! Idea/product feedback = It would be very useful to insert a personalized field from Product table in an email template . Thanks !
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Email Management - If an email bounces it should get a label
This is request for the Person page (pipedrive.com/person) If an email bounces if should get a gray or pink red label. If an email doesn't bounce and goes through, it should get a green label, sort of like a Twitter Blue label, but maybe more simple.
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Automations - If the email is deleted, do not send the email
Sometimes automatically sent emails bounce because they're incorrectly typed or for other reasons. It would save us a lot of time if emails that are deleted or changed into a different email, would no longer be sent, i.e. the sequence (execution) would stop. Perhaps this is already possible? If yes, then how?
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Contacts Timeline should be able to notify you when you have someone you need to contact
The Contacts Timeline feature is great, but it would be a lot more useful if Pipedrive could notify you when a contact needs to be followed up with. For instance, this could be a weekly roundup type email that simply lists all the contacts that are currently red in the Contacts Timeline view. If anyone knows a workaround…
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Make a person be able to be linked to multiple companies!
I can't believe this option isn't possible! It's a given that many people are in multiple organisations. How is that option not existant in Pipedrive? Hubspot has it. It's a shame because overall I like pipedrive more. But if that isn't changed until I have to renew my license, I might seriously consider changing to…
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keep the name of the contact in a pinned note
When you pin a note at the organization level, the contact name from which you got the info shouldn't disappear. You need the info at the organization level, but you still need to know who said that.
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Do not exclude deals with a single payment date from forecast
It appears that deals which have a payment start date set, but no payment end date, are excluded from the forecast view. This can be confusing or frustrating if the user doesn't know why they are being excluded. Pipedrive will accept setting only a payment start date, which have often done and initially assumed was the…
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'' Maybe ''Person name'' is calling
as my sales position i make 60-80 calls everyday. i dont create a contact in pipedrive until we are further stage than cold calling. So if i for example type in the notes as i usually do '' Barack Obama mobile: +45 257500xxxxxxx'' and then he calls me back, and i answer the phone, and he says this is Barack, .. Normally i…