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Selective email syncing
We migrated from another CRM, Close, where we first manually had to enter a lead's email address, and then the email syncing kicked in. I loved the fact that I could work in my normal mail client, wherever I was, and did not have to worry that many of my unwanted emails get synced to the CRM. It would be amazing to have an…
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Editing teams workflows and ID'ing what's running
We need the ability edit our teams workflows, admins should be able to edit or adjust anything and right now that's not the case. Also, the ability to identify running workflows to help debug what's triggering and adjust if needed is essential.
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workflow automation to create event in the future
not sure if this is possible to create, but it would be really useful to have a workflow automation that was able to create an activity a certain period of time after the criteria were met. for instance, we run projects and more than ever our costings are constantly changing. it would be cool to have an automation that…
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Feature request for Pipedrive Campaigns to allow changing Pipedrive Person marketing status from Uns
A Pipedrive Company will likely test different features of the new Pipedrive Campaigns to decide whether it is the right tool for them. While testing, they are likely to use their own work email adresses. Once the unsubscribe feature has been tested, it is impossible to change the marketing status back to subscribed again,…
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Leads and contacts
Why are the leads sections not automatically populated from my contact list? I just want to convert some of my contacts to leads, is there an easy way, and not one time bulk, to do this"?
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Font choices in Pipedrive Campaigns
We are heavy Pipedrive users, so we were beyond happy when we saw that Pipedrive Campaigns was launching so we could migrate over from Mailigen. I spent a few hours yesterday creating a template for our company: setting up header, footer, contents, imagery, logos, etc etc. I then copied in some pre-planned text from a…
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Merged: Limit Pipeline visibility to certain users or teams
This discussion has been merged.
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Feature request: Category Trees
I really would appreciate to have category trees in Pipedrive. A function similiar to https://www.resourcespace.com/knowledge-base/resourceadmin/category-tree Would be very helpful to tag and to categorize contacts and organisations.
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Nouvelle fonctionnalité ?
J'ai découvert sur cette vue de PipeDrive qu'il n'était pas possible d'ajouter des champs. Je trouve qu'il serait très intéressant de pouvoir modifier cette vue et la customiser de sorte à voir directement plus d'informations sur le contact en question.
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Dynamic Fields in Hyperlinks
Hi, I am trying to create a dynamic hyperlink, based upon a dynamic field. Is there a way to make use of this? Thanks! Robert
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Auto follow up/sequences for contacts?
What tool or app do you recommend to follow up with old leads/contacts/deals automatically via SMS (I have the JustCall integration with Pipedrive), email and/or phone? I have a pipeline for "Follow Up" and there are new activities added after 60 days to text and call, but in an ideal world there would be a text sent…
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"RE" in subject line
Feature request- when I respond to emails the subject line by default includes "RE" at the start. This causes my emails to look very unprofessional. See image below:
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Sugestão sobre probabilidades de fechamento
Gostaria de definir a probabilidade de fechamento de negócio não por etapa no funil, mas por organização. Ou seja, se meu histórico de fechamento na organização "X" é de 20% de venda, quando criar uma oportunidade para esse organização entre automaticamente essa probabilidade. Creio que para certos tipos de vendas mais…
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Carry fields from Deals to Projects
When we convert a deal into a project, much of the data carries over, but not all. We would like to carry the 'Value' field over, so in addition to seeing see how much potential revenue is in the deal pipeline, we can also see how much revenue is in the project pipeline. Additionally, we created a Cost Basis custom filed…
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Custom 'duration' reports in Insights
Hi team, Is it possible to produce custom 'duration' reports in Insights? For each new deal, we set a 'lead date' and a 'qualification date'. I would like to know the average duration between the lead/qualification dates and the deal won date. Right now, I only seem to be able to run a 'Duration' report on the entire…
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Tracking page for the customer
When I buy a burger, I get a link to a fancy webpage where I can track the status of my order. Is there a way to provide something similar to our customers? The idea is to expose only part of the information in the deal.
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Asking for Proposal and Contract Integration Feedback
I am currently looking into Formstack for our proposal and contract integration, and there aren't any reviews with the integration capabilities. Is anyone utilizing Formstack as their proposal and contract solution? If not, what are others using?
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Feedback and Suggestions: custom field improvement
I would like to suggest one improvement in the custom field, unique options. The option none is a standard and alwalys show it in the field as an option. It would be great if the option "none" could be not a standard and an option that the admin can choosse if it will be a field to choose. Thanks in advance
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Pipeline Snapshot
We do a lot of data comparison in our reports for management. It would be very useful if Pipedrive offered a feature/filter/report etc. that would allow users to see a snapshot of their pipeline for a specific time period. For example, if I wanted to see what deals were in the stages within the active pipeline at the end…
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Does PD works fine in China? How's the loading speed?
I started using PD for a few months now with my HK team for international sales. Now I wanna adopt it with my China team, just wondering if it works in China?
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Campaigns with intelligent automatism
Hey Pipedrive Team and Users - wer used to have Rapidmail... Now we are using Pipedrive with Caimpaigns Marketing Email and Newsletter tool. Rapidmail was able to recognize if the data set of a newsletter recipient has a salutation (Mr. or Ms.) or not.If there wasn't any salutation in the data set Rapidmail just wrote…
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Add note to phone number or email
Hello, a lot of our clients have multiple contact information (multiple phone numbers or emails) and distinguish them with 'work,home,mobile,other' is not enough for us. Is there a way to annotate phone number or email? Or do you plan it in your roadmap? Thank you. Maros
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The lead tab and function in activities needs a lot of work A lot
First I want to explain what I see from leads. I think it is a great idea to have separate leads from your active pipeline, we were waiting for months for the integration of caller in leads and finally, we have it and it works fine. However, the LEADS function is still far away from the Pipedrive standard. My leads…
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Quickly navigate between different Pipelines on main deals page...
For those who use multiple pipelines (like I do) I think it'll be a great idea for a user to add 'Buttons' on the deal page at the top of the screen for the pipelines they frequent the most, rather than having to choose the dropdown... circled in red is what I use now to switch between pipelines circled in blue is a lot of…
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Add Leads Panel to Client and Companies.
The Leads Section is looking very good, but before I would be able to use it I would love to see a Lead's panel in the Client and Companies info. Currently If a client has 2 projects in Deals and 2 in Leads, there is no way of knowing that that client has leads by looking at the customer's info or their companies info.
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Deals Layout - Is anyone experiencing the same thing?
Hi there; I have been using pipedrive for a few mouths and have a couple of suggests / comments that a pipedrive support person recommended that I post. Here they are: * On the Organization page, I would like to see of the open deals for each customer. Currently there is a 5 Deal limit that are shown on the main page. You…
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Linking notes/activities from Organization to Deal, rather than Deal to Organization
Spoke with a very helpful representative earlier, regarding a potential struggle our company is facing. Currently, posting to a deal will auto populate on the corresponding organization. However, due to coding and how the items are linked; it isn't possible to post a generic update/note to the organization and it auto…
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Merging leads & archiving leads
Loving that the Leads Inbox got a revamp recently. I'm wondering if there're any plans for the ability to Merge Leads & to have Lost Reasons (or Archive reasons) for leads? I'm pretty sure I don't have to explain why I'm asking - it's pretty annoying that we cannot merge leads, but have to convert the leads to merge the…
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Smart Doc Improvements
Smart Docs with eSignatures are a great alternative to Docusign, Hellosign etc. but they're missing a few key features that would really improve them and make the transition from one of the alternatives much smoother. * Allow recipients to complete fields as well as signing e.g. filling in their contact details or those of…
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Mandatory attachment on email templates
Hello developers, most of our emails need an attachment like an infomemo or a NDA. We use the same email template but different attachments. Therefore it is not possible to integrate the attachment in the email template. Unfortunately sometimes we forget the attachment and send the email naked. So it would be great to have…