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Download report summary
Hi, Why isn't it possible to download the summary of a report? All the information I need is there, but i can't download it so i can send it to someone else or filter. In the main "Deals" view of the table (that I CAN download), I instead can't choose to show the products, which is what the report is about. I'm guessing…
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Insights: Deals/Summary table views?
Would it be possible to show also the data table under neath from the reports on Insights/Public links? Thank you
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I would like the same Slide in Details on Deals as with Leads and Tasks
One of my main gripes is that when I click on a name in the list view in Deals it opens the actual deals page instead of sliding in from the right as it does in leads and tasks/activities. It's just a timewasting endeavour. UNLESS of course, I am completely missing something really simple here? Thoughts?? Thanks
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'Remaining Activities Due Today' Filter option
The current option of filtering activities by 'Today' isn't as useful. We can't complete them in batches using the side-pane view because of interleaved done and due activities. Can we have an option to only list activities that are due today but are still not done? I guess similar setting will be required for 'tomorrow',…
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Implement Visual Alert system for Activity dates.
In our Company there are two of us that handle the Client relations, and Pipedrive has been instrumental in increasing our ability to do this. Something that we utilize is the Contacts/Organizations Tab, where the "Last activity date" Column is Vital, to help us maintain a presence with each of our clients. As you might…
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Switching between list view and diary view
A small but annoying point - when switching between list view and diary view in activities it makes you select the task owner each time. Can you make it so that if you select an owner then you can switch between list and diary view and it stays with that task owner?
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Suggestion: Reporting: Goals
Running a "Sales Forecast Report", the only option is to run it against "Deal Weighted Value". There should be an option to use "Deal Value" as I want to be able to show business leaders our monthly/quarterly/annual forecast against weighted and unweighted pipeline.
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Workflows: Multiple triggers
Hi all, It would great to have the option for more than one trigger in a workflow. At the moment I have for every "Deal created" Workflow a second Workflow with "Deal updated". I just wanna have the option to trigger the workflow when a Deal is created or updated. Or you change updated in a way that create also triggers…
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Profile picture already there when filling a new contact
Sometimes, when creating a new person contact, after filling the fields but before signing any picture, a photo already shows up in my contact!. And no one in all my organisation has that contact (is a new one). It has happened to me about 10-12 times. Any ideas why?
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Merged deals
When deals are merged, it would be great to have a link to the new deal on the deleted record
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Add contacts faster
Hey team, It would be cool if there is a feature that when you add a contact you just make a photo of the business card or a screenshot of the email signature and it automatically will be saved as a contact in pipedrive
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Move the 'delete' button when editing a Pipeline
Scares me every time! When you click 'edit' Pipeline, the delete button pops up right in the vicinity of the cursor (too close for comfort). Could it be moved to the bottom of the screen or somewhere else out of the way?
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need help creating filters for deals
can anyone help or point me in the right direction to create filters in deals?
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Reports - Segment by organisation owner - Easier overview for KAMs.
Our team includes KAMs who 'own' organisations in Pipedrive, while our inside sales team 'own' the deals. Ideally, we would like to be able to see insights on Deals segmented by owner of the organisation, so that the KAM team can easily report on and follow new deals made for their customers. Meanwhile, the inside sales…
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Nice suggestions with Pipedrive Updates
* Is there a way Pipedrive could go windows app? Like Asana * Why is PD super slow especially with its interface when showing the list of leads * Is there a possibility that PD can add a chrome extension that can quickly add deals or contacts and would look like this not needing a Gmail web for it?
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Include actual E-Mails written in "Last activity date" on Organizations List view
This would be helpful when planning a sales trip and checking who was contacted at what point in time. Its relevant for priotitization and just getting an overview. For clarification, I mean e-mails written via Outlook / Gmail, not the acitivity type "schedule an e-mail"
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Unsubscribe list from other email sending software easily imported into Pipedrive Campaigns so conta
We are interested in Pipedrive Campaigns but currently use Campaign Monitor for our email campaigns. In Campaign Monitor we have a suppressed list which contains the emails of people who have unsubscribed to our marketing emails. Obviously this is extremely important, and we would want our contacts in Pipedrive Campaigns…
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Private view options for custom sidebar boxes
Hi there - would love to request that Pipedrive add a custom sidebar option that is able to be viewable ONLY by the user who is logged in. There is some information I would like to keep private from other viewers who share deals and currently this option is not available.
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VPAT 2.0+ / Accessibility Conformance Report
Hello, does Pipedrive provide an up-to-date VPAT 2.0+/Accessibility Conformance Report? Thank you for your reply.
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Restrict movement of deals to certain user groups
We want to maintain visibility of deals across the pipeline, but restrict certain users from moving deals from one stage to another. @Product Team For example, we have a pre-sales team and technical integration team, and two sequential funnels that correspond to each. We want the pre-sales team to own the first funnel…
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Merged: Mention feature in Activity Memo
This discussion has been merged.
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Cummulative Trends Insights
It would be really insightful to create graphs that show cumulative values as a trend and the quarterly/yearly add to that. Photo from https://www.extendoffice.com/documents/excel/1534-excel-cumulative-chart.html
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Organizing deals in Pipeline view based on Date created
Wouldn't it be really useful to be able to organize deals in the pipeline from the most recent ones to the oldest ones?
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A really useful tool would be a slider or easy date change tool in the expected close date feild so
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Merged: Anyone here need to send email from your domain alias (G-Suite)?
This discussion has been merged.
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Scheduler link parameters
Hello ! It would be really nice to have the possibility to choose the language of the scheduling pages, as well as to be able to fill in the customer's contact information in advance in the URL. Like so : https://xxxxx.pipedrive.com/scheduler/xxxxxxx/call-deal/?lang=fr&email=doc@brown.com&name=Dr Emett…
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feature request: non-integer products_count on 'deals' endpoint
The reply on the deals endpoint produces a products_count that is rounded. I can get non-integer numbers of products on the deals/{dealid}/products endpoint, but I need a separate api call to do so. Can you add a property like 'rawproductscount' that contains the unrounded number of products?
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Sidebar Boxes
It would be super helpful if there was a way to customize the boxes in the sidebar like details, person, organization, etc. I know that you can hide and rearrange those boxes but it would be nice if you were able to add in your own box with its own fields. Especially in the real estate industry, there are different stages…
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Monetary display non cents
Does anyone know how to get Pipedrive to be consistent/uniform in its display of monetary data? It seems to only show cents (US) if there are any to show. For example, $5,400.50 displays correctly, but $4,432.00 should ALWAYS display "$4,432.00", not "$4,432". See these examples of inconsistency that hinder readability: