Pipedrive has just launced new features for visibility of custom fields within a Pipeline. However, you currently need to manually change each and everyone to update the settings. This is the same for all the settings on custom fields. Please update to allow for bulk change of custom field properties.
Hello - There is no thread I can find in the "Ideas and product feedback" section (a link would have been helpful BTW). When I search printing - I get no results and I honestly don't have time to search through all of the pages - this program is supposed to save us time right? entering "printing" into the search bar only…
Hey Pipedrive! It would be so cool if you could add a feature of attaching files to an activity. Especially an activity where we invite external e-mail addresses to the activity (i.e. a meeting that will appear in Outlook). So we have it attached as an e-mail in the sync with Outlook! Best, Ayumi
Is there any chance of unstacking the phone numbers when viewing an organisation's staff under the 'Linked people' view. It's really easy to accidentally call the wrong contact if you are using click to dial. Also, if a contact has more than 3 phone numbers, the user experience is terrible having to use the scroll wheel to…
Hello, While I used to enjoy more the previous report system, I'm adapting to the insights system. But the missing compare to previous period feature is killing me. For me it's a basic sales analysis. I would like to be able to add another axis to my charts to compare to previous periods (last 6 months or same period last…
Hello, could you please add another criterion "is one of" / "contains one of" next to the conditions "is", "is not", "hes been", "contains", "does not contains", "is empty", "is not empty", with which you can enumerate the elements of the field, which should all trigger a hit in the filter. Especially when building filters…
It would be a game changer for our business to have the capability to make due dates relative to the expected close date. We are caterers and we use the expected close date as the event date. We are using Pipedrive from the beginning of the sales process into the prep-for-event process all the way until the event is…
In workflow automation, it would be useful if some scenarios could be added in order to automatically tag or label a contacted person or deal. When a recipient opens an email or replies to an email, an automation could be created to tag or label that person so it is easier for us to see this information easily. For…
I have a problem when I tried to import my back-dated lead created into my Pipedrive account as I could not find any of the "Leads created" for mapping (while the deal created had). After checking with support, there's no "Lead created" to be mapped, this mean I could not import my Lead created back-dated into my Pipedrive…
I’d like to propose an idea for improving our use of custom fields in Pipedrive. In our company, we have multiple person and organization custom fields, each with specific expectations for the types of entries based on labels or choice-based values. It could be beneficial to implement filters or conditions on these custom…
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