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Road Map
I would like to know if you have a road map where we can follow the launches. I saw that they evolved in terms of leads, but I'm currently paying for another tool for lead scoring and pipedrive, by its history, should already have. Any predictions of having lead scoring?
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Customize what shows up in tiles
Feature request: one thing I would love to see is being able to edit what shows up in the tiles in the Pipeline view. Our teams want to be able to change this information based on their needs. Any plans for this?
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Use Original Time of Forwarded Emails
When I forward an email to the BCC address (e.g., a reply I received), Pipedrive is using the time of the forward to sort the mail in timeline views, not the time the original mail was sent. This may lead to mails showing up in the wrong order, if I'm not careful to forward them in chronological order: It would make things…
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Links to Emails from Contacts Timeline are broken for all but the author
When I click on an email icon in the contacts timeline, I get a little popup with a summary of the email. In this popup, the email subject is linked to the email in my email inbox, e.g., https://xxxx.pipedrive.com/mail/inbox/7934: However, this link only works for me, i.e., the user who's inbox contains that email. For all…
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Drag & Drop Steps
It doesn't look like we can drag & drop steps in automation workflow. Is that something that is being considered for future enhancements?
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please update all deals page to show deal status as activity complete if activity is taken during a
ie not based on scheduled or unscheduled activity, but on actual activity. And if activity made within say 1 month the deal is green then after 1 month it turns yellow, 2 months red etc.
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multiple tags
Is it possible to attach multiple tags to a given deal?
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Email tags
Would be very informative if it could be possible to set custom tags on emails. It is very time consuming to search in email list for finding customers questions. Using both Outlook and Pipedrive is not practical.
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Improvement's request - Colour coding
Hi Team, is there any update on colour coding deal panels etc as I like to colour so I know what deals to follow up on as a priority etc.
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E-Mail template "Product field" not available
Dear all, I have created an automated workflow triggered by a won deal to inform our after-sales team. To provide the necessary information, different fields are drawn in an E-Mail template. Unfortunately the important field "products" can not be selected to be sent to our after-sales team. Am I the only one with this…
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ZIP CODES IN ORGANIZATION DETAIL
It is ABSURD to me that Pipedrive hasn't AT LEAST allowed for the separate zip field to show up in the sidebar of the detail view of an organization. The field is available in the organization list but they can't add it as another field option in the sidebar? That's ridiculous. This is the MINIMUM viable solution Pipedrive…
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NOTES in the pipeline stages and colors
hello, can you please add to the stages in the pipelines a text space to add like NOTES, on how to use those stages, something that I can fill to explain how to use the flow, the stages the pipelines.. so my staff members can just hover on the title of the stage to see this text or click on an ICON? Maybe also add the…
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Keep a Record of Lead Labels when converting to Deals
I'm not sure exactly what the best way of doing this would be, but I was a bit surprised after converting some leads to deals that any labels that had been attached to the Lead disappeared, and I couldn't find a record of them anywhere.
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Aconselhamento - ESPAÇAMENTO ENTRE LINHAS NO E-MAIL.
A ferramenta deveria fornecer esta opção tão básica para envio de e-mail, tendo em vista que esta é umas das melhores maneiras e enviar e-mail em massa, mas, a configuração do e-mail é horrível, pois o espaçamento entre linhas é enorme, completamente fora do padrão...
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How did you solve the problem with multiple brands under one company in Pipedrive?
Description of the situation: I have two brands (currently two different companies in PD) These companies exist only to send emails to clients from different domains (ABC, XYZ) Those brands are selling different products, have different communications, etc. but they are supported by the same PD users (salespersons). For…
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Custom currencies viewed in Insights
I'm organizing Pipedrive in a way that will provide clear information about the bonuses that are associated with the deals. I've used the custom currency to create a custom value, and associated it with products that are representing bonuses that are added to the deal by a salesperson. Thanks to this we can easily track…
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Total Completed Activities Duration per Deal
Hi, It would be good to see a total duration of completed activities easily on each deal page. In order for me to track the amount of effort that is spent on an individual deal I have to currently pull all activities out in a .csv and total up in Excel. We are keen to be able to see how much time is being spent on deals…
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Managing LEADS stage advancements
Hello, Pipedrive community. The LEAD module of Pipedrive does not have a system to create "stages" (with a growing success % percentage like in the stages of a pipeline) to monitor LEADS advancement (like the stages of a Pipeline). In other words, all LEADS are considered in the same cluster without differentiation. If at…
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Merged: Email Archiving!
This discussion has been merged.
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Allow user/admins to set default format for filenames of docs created from templates
For example: When we create a quote from a template document, the filename uses the deal name and a timestamp. Logical, and easy to edit. Thank you for that. But it would save time if we could set the default filename, just as you can set default content inside the document itself using smart fields.
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Removing time (Hours/Minutes) value from Created Date
I would like to have the values presented in the Deal Created section to only show Day-Month-Year and not have the minutes & hours shown. That is of zero value to me when running a report and, when exporting to Excel, it makes it more difficult to sort by that value. The Last Activity and Last Stage Change represent the…
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Post about zip codes every day until problem is solved
Need zip codes still... Zip Code
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Using "Convert from Lead to Deal" in Workflow Automations
It would be great to be able to set up a workflow automation that is triggered by a lead being converted to a deal, rather than just any deal being created. I know there's a workaround where you can fill in a custom field on the lead first, and then check if the custom field is filled as a condition when the deal is…
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Customize UI with custom buttons
I'm a long time user of pipedrive, including heavy customization through API and webhooks. One feature that I'd love to have is creating custom buttons to organization, person and deal UI. Clicking such button will call external URL, run automation, send mail etc.
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Add default time when adding activities.
Currently activities are created as all day events by default. Would it be possible to set a default start time for specific activity types (such as follow-up calls, cold calls, etc.)?
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Bulk Smart data search
If we can bulk smart data search the customers or organizations it would be more efficient for existing customers. We have plans to use Mapsly and this feature could help extensively. Also, for those who transfer data from other CRMs to Pipedrive and to add the address and other details which the old CRM did not have, this…
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It would be very nice to have required fields with the option of Unchecking 'appears in add lead or
Hi there, most of our clients have required fields once the deal has been moved to a certain stage. However, we would like to be able to remove these custom fields from the ADD LEAD or DEAL view. There are many things we don't know until the deal closes Consider a construction company, where the JOB start date is REQUIRED…
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Please make Admin able to make their activities only seen by other Admin or hidden from other users,
Other users could make comments, notes, additions or suggest date changes, but not delete or edit the activity, notes or content you have within them.
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Technical support & advice: My email getting so many "opens". True or something else?
Please let me know what specifically I am being told about Ted opening my email. Did he rally open my email this many times/did he forward & others opened/is it an outlook action on my or his side? Please let me know what this tells me. Thanks
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List leads on a Person / Organization profile
Leads are painfully hidden. When I go to a person or organization, just like Deals, I should see a list of leads.