-
Feature Request: Sorting on the Web Forms home page
Hey Pipedrive product team :D Big fan of what y'all are doing! Can we add column sorting on the Web Forms home page please? MVP: As a marketing user, I want to sort the Web Forms list by: 1. conversion rate, so that I can track which forms are performing better than others 2. alphabetically Roadmap: Full tabular view for…
-
Reassigning ownership of PD dashboards
Hi all, it would be great if PD would have an option to reassign ownership of created dashboards. This would be everybody's lives much more easier as it would safe time since no body would need to do the work on recreating those dashboards
-
Emojis in emails
Would love having an emoji keyboard/easy access when sending emails! Having these included in the toolbar like in gmail would be very handy for us.
-
[CLOSED] Project Templates - looking for testers
UPDATE: This research has been completed, no more calls are being booked. Hello, Pipedrive community! We are working on improving Templates for the Projects Beta, and we are looking for a few participants to test one of our solutions during a call and to provide some feedback. Who are we looking for: * You have the…
-
Why Pipedrive doesn't allow to create a template spreadsheet with products? It is any reasonable exp
-
Merged: Tag or @Mention Users on Tasks.
This discussion has been merged.
-
Contextual time setting for activities
It's very irritating that I need to enter a start time for each new activity. For example- I have just sent an email from Pipedrive and I want to create an activity to follow up. By default, the best time to make a follow-up will be the same time I sent the email on some other day. Activities are basically 2 types- * A new…
-
Timezone issue when synching the Pipedrive Calendar with Outlook
Very rarely but sometimes people have the problem that they create a calendar entry in Pipedrive, but it shows up in Outlook in a different time zone. This is obviously due to Outlook. Pipedrive has created an entry about this in the Microsoft Tech Community:…
-
Is it possible to trigger automation based on a call outcome?
-
Translation Error : Title in Lead / Deal page
Hey team, Last time I found out that some translation error about word 'title' in Lead & Deal page. History : https://community.pipedrive.com/post/wrong-translation-in-korean-workflow-automation-data-import-62a7f130d79a1c3a79415a09 In workflow automation everything is fine, but in data import / deal & lead view has still…
-
Why is the mail history visible in every mail?
Why cant you collapse the history like in every other mailing software? Conversations end up looking like this and worse, why do you have to show this in very single mail in a conversation? Just collapse it.
-
Adding Pipedrive activity URL into sync’d calendar events
It would be extremely helpful for Pipedrive to automatically insert a URL into the notes section of the synced calendar event that points back to the specific activity/task in Pipedrive. This would allow looking at an iphone/ipad/desktop calendar and then one tapping on the link to get directly to the task to complete it…
-
Any Pipe Driving Wholesalers In Here?
Hello everyone, Scott here from Detroit. Just started using Pipedrive and I love it! So I am the owner of a real estate wholesaling company and I am uncertain if there are any other people in here that do or know what I am talking about. I just wanted to ask if anyone does have a team with a dispo manager that is building…
-
Will the Insights feature add reporting based on Organization fields?
It would be great to be able to generate Insights reports based on vertical, industry, employee range, etc, all fields under the Organization level. Are there plans to implement this yet? If so is there a timeline in place? Thank you for all you do!! We love the platform and it's been great to see it grow along with this…
-
Change general font
Ever since the new update I find the font unpleasant on the eye, can I change the font back to the old one? #feedback and suggestions #askingforadvice
-
Try the Customizable Whatsapp to PipeDrive integration
Hi people! Several months ago, I made a post about the WA<>Pipedrive integration that my team and I were working on. With help of the members of this community, we developed an integration that allows for flexible customizations - as simple as setting up a rule on Zapier. I invite you to try it out:…
-
Visible Leads Indicator When Viewing (Persons/Organizations)
Hello Fellow Pipedrivers! We are experiencing an abnormally high amount of duplicates and frustrated users. The core reason for this is that our users have no way to know if there is already an active Lead associated with a Person/Organization. This leads to people creating multiple Leads for the Person/Organization. My…
-
Cap the character limit
I was wondering if we can cap the character limit on the Deal Title and Deal Organisation?
-
💡Time Zone Widget?
⚡️An idea! Could we have a Time Zone widget where we can select the prospect's time zone and it will show the live time in their zone in the side bar? It would be most useful.
-
Separation of Internal and External Emails (emails with Customers vs emails with the Team)
I know this would be complicated to implement, but it would be helpful if there were 2 email timelines - the ones with the customer and those with the team internally. Right now we restrict linking emails to deals, to only the ones sent to the customer. This would really help in the approach of giving focus to the…
-
Attach Existing Lead to Existing Opportunity (including attachments)
Can we have an option to associate an existing Lead with an existing Opportunity (including the associated notes and emails). We often have leads that drive towards a bigger existing opportunity - we can currently only associate the person record as a Participant, and this doesn't bring across their associated…
-
Merged: Change Font Default
This discussion has been merged.
-
Merged: Change default font in emails
This discussion has been merged.
-
User Search Feature with Teams
It would be great to have a search function when adding new users to Pipedrive Teams. The team owner has a search ability but adding users doesnt.
-
Need a way for leads to have "No Assignee" when new
When a new lead arrives in we may not be sure which account executive will take it (first person or best person etc.) so we need some to just sit in the lead inbox for anyone to take. Is this planned functionality? Requiring an owner is very limiting.
-
Improve or create new SMART Contacts/Organization/Deals sorting/filter by Country (or region)
In a perfect world, every Pipedrive user is creating the contacts and fills all PP fields. In the real world, he fills only a few of them, like name, phone, email or even worse - contacts are created automatically by BCC (Name+Email). This created huge problems when your sales lead says: "Hey Roman, list me all customers…
-
Feature requests for Campaigns
I'm in the trial of campaigns and noticed serveral things: * There's no option for new contacts to subscribe themselves to our newsletter. E.g. a way to collect information of a new subsriber that I can put on our website. * That request mails for double opt-in are only available in English. When will the localized version…
-
Setting activities for multiple leads
Is there a way to add a single to multiple leads at the same time? I want to set a deadline to contact a number of leads. But I can't figure out how to set the deadline for multiple leads at the same time. I have to go into the leads' individual pages. Anybody?
-
Ability to configure visibility of goals without having to turn off visibility of all peer data
I to be able to restrict visibility of individuals goals without having to restrict visibility of any of their data
-
Set a payment schedule
Hello, We are selling industrial equipment and the revenue is paid in different installments after the sale as a % of total sale: Ex: Signature: x % Signature +3 months: x% Signature + 6 months: x% Signature + 7 months: x% ... I don't see such an option for in PD, it could be very useful for more industrial companies…