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Outlook 365 task list integration.
It would be great if 'Tasks' scheduled in Pipedrive could automatically go the the task list in Outlook instead of the calendar.
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Prioridades das Tarefas
Para poder distinguir na agenda e no Foco das actividades . Dou a seguinte sugestão: Assim quando vemos uma tarefa vemos se è Urgente,importante ou circunstancial. Destaca-se das outras tarefas
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Add multi-select on outstanding activities
often we pile up a lot of outstanding tasks under certain persons profiles on pipedrive, and having to delete them all individually does take a chunk of time and patience. it's available under the 'activities' page, but not in the 'person' page
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Travel Time assistance for pipedrive scheduling
With external appointments and multichannel appointment setting - Travel time between face to face meetings can be an issue when using the scheduling tool with pipedrive. Although We can select a specific date for the customers to use, A much easier process would be to offer the full week to schedule an appointment but…
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Scheduling for teams
Hi the scheduler works lovely and with lead booster bot even better. however - I’m surprised there is still no teams function Within this.. so we have to use calendly which is good but zapier integration for deal creation etc. is teams scheduling coming and is there going to be an embed option rather than us using I frame?…
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Cumulative Progress
It would be great to be able to visually report on cumulative progress toward an annual goal. For example, if a team needs to close $12 million in "WON" deals in a year, the goal would cumulatively grow by $1M per month, then actual progress against that goal could be plotted at monthly intervals. See image as an example.
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Acción posterior automatizada, luego de apertura de email por parte del cliente
Me gustaría que haya una automatización, en la cual el ACTIVADOR sea la apertura de un email previamente enviado al cliente. Gracias.
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Lier un mail à une organisation/Link an email to an organization
Dans PipeDrive nous pouvons actuellement lier un mail à un contact ou à une affaire. Est-ce que vous pourriez nous offrir la possibilité de lier un mail à une ou plusieurs organisation ? En effet, lorsque nous échangeons des mails en interne concernant une organisation et que le client n'est pas dans les échanges de mails,…
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Marketing Automation: increase 30 day restriction
Hi there, We have been using Pipedrive campaigns for a while now & really like it. Well done! Have used quite a few different ones over the years. We this week have been testing marketing automation this week also & its great too. And so made decision to copy all over to Pipedrive. BUT we have hit a road block while…
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Projects Searchable
Please included Projects in the search function-
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Envoi d'email en différé - annuler envoi
Lors de l'envoi d'email en différé (je ne parle pas des automatisation d'envoi d'email), il semble qu'il serait nécessaire d'annuler l'envoi du mail si le lead en question nous a écrit entre temps. Et vérifier par un pop up ou autre avec la personne responsable de ce lead si elle veut toujours que ce mail préparé soit…
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Product - Insights and Import
I know this has been mentioned dozens of times but we desperately need insights for products. Same with import functionality. We are very excited about all of the new projects in beta, but one completed feature is far better than four "work in progress" features.
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'Last Contact' field - filter / refine data?
It would be helpful if there was a way to see when a human being in an organisation last contacted a customer. The 'last contact date' data includes automatic emails from the organisation which makes the information far less useful. Ideally you'd be able to filter 'last contact' data down to at least 'role' level (so last…
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New feature request - please allow for bulk creation of tasks of leads
Currently, in Pipedrive, there's no way to bulk create activities for leads. If we could bulk create a sequence of tasks from the leads view or the tasks view that would be phenomenal. Creating a task 1 by 1 is a huge pain and slows down my operation unnecessarily, we picked Pipedrive because it was the most intuitive…
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+ 25 rapports dans un tableau de bord
Le quota de 25 rapports dans un tableau de bord est problématique
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Propose time - multi calendar links
The propose times feature is really valuable, but for us to use it we need 2 things: 1: We need an easy way to insert calendar links for other users (without copy/paste) 2: We need to be able to create links to a booking page that combines calendars for several users, so that the lead can book a meeting based availability…
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New value for field "Interval" of the subscription plan: "biannually"
Could you add the value "Biannually" (that is, every 6 months) to the list of possible values for field "Interval" of the subscription plan, please?
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GOALS
Hello GOALS are a great feature but it's missing some functionality to make it very usefull. Let us create GOALS for: adding new person (example monthly 30 new person added by USERNAME ) changing the DEAL stage position from different pipeline not only 1. For example, my support team work on 2 different pipelines and I…
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Live chat - post chat survey
Build in post chat survey to receive real time feedback on how customers are finding the company's service vice the LC function.
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Pipedrive Activity ALL DAY option
Would be so nice to have an ALL DAY option to click instead of just having a time frame for an activity. When syncing with google calendar, it is nice to be able to block off a whole day sometimes. Right now, I have to create the activity in pipedrive then open google cal and change it in settings to be all day. Should be…
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Account Management - Share Your Feedback feature wont let me share
I tried to submit this through the Account Management page but it wouldn't allow me to send the feedback - error message appeared. Have posted below my feedback... It would be good to have a default field for Organisations, similar to the Campaigns label (Subscribed/Unsubscribed) where if you deem an Organisation an…
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Excel Date Format Confusion
Hi Guys New Pipedriver here! Not sure if this has been asked and answered, but looking for ways to bulk format dates from Pipedrive onto a spreadsheet. The problem being unable to sort by date when reports are exported to excel. I may be looking to hard and can't see the obvious!🤔
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Lier deux offres ou plus avec un mail.
Actuellement il est possible de ne lier un mail qu'avec une seule offre.... dommage car il arrive de faire une proposition par mail avec plusieurs offres. Bien à vous.
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Using Projects to create powerfull upselling campaigns.
TL; DR & Sorry for my bad english 😞 Add-on Projects helps users in the after-sales activities providing tools to track all related tasks. In my activity as a security consultant in B2B market, when I sell a product or a service to a client, all related activities are managed by a specified team. Now, I put my focus on a…
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Possible to add a column for "Last Activity Subject" in Person, Org or Deal list views?
Title says it all.
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Range - Numerical
Hi, we love the range options for custom fields. It would be wonderful to have a range option for numbers, that way we can speak with clients and discuss ranges for budgets. This would be a valuable update as we currently have to rely on two fields, when a range would satisfy this fully. Please consider this as part of an…
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Google Calendar Sync
Hi guys, what about an activity get automatically associated with a contact when that has is an event in google calendar or else. At the moment, it just syncs the event, but it's not associated to contacts, deals, or companies. It's something I think, we're supposed to expect from Pipedrive without really having to ask…
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Remove/tag/highlight people that have left the company
The Organisation page allows you to see a list People/contacts however you aren't able to customise it so that you can remove those that have left the company. Can you add a line/feature to the flyout that tags clients have left the company or can you make the flyout customisable? Any feature that allows you to to…
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Ability to pin files
The notes feature allows you to pin/unpin documents to the top of page. It would be helpful to allow this for the files tab. This can get so length and impossible to filter through. I'd like to be able to pin my most recent organisation contracts/order forms so they are easily accessible
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Propose time - continuous meetings - option
It would be grate to be able to force (or ask for preferred) continuous meetings. Example: I want to meet 4 people - each for 30 minutes and I am available from 9:00 to 17:00. I prefer to have meetings continuously: 9:00-11:00, or 12:00-14:00, or 15:00-17:00 I dont like if presons choose one on 9:00, second on 11:30, next…