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Personalize individual mails in Group Mailings
When we send group mails with dynamic fields, it frequently happens that a couple of mails cannot be send or turn out wrong, because the field was not set or set incorrectly (in the particular mail's context). It would be really helpful to be able to fix such mails manually before sending out. Workflow would be: * Select…
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Possible Small Bug: Tags.
Hi. I was working through a list of leads I imported from excel, tagging them up. I noticed when I added a brand new tag to, say, Lead 10, if I went back to Lead 9 the tag didn't appear in the dropdown. Possibly just a wee bug. Just thought I'd pass that on if it's any use. All the best, Josh.
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Folders
I'd love to see folders for both campaigns & automations. Help keep things organized!
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Automations for a team
It would be very helpful to be able copy automations to other users and also to create new one's on behalf of other users in the team. I manage our Pipedrive usage and we have a sales team of 60 people with some of the entry level roles seeing more turnover and there are lots of automations that we have to manually walk a…
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Adding Parent/Related Organizations with Bulk Edit
Hi everyone, I want to add the same "Parent Organization" to ~100 organizations, but when I select them in the list view there isn't a "Related Organization" field in the bulk edit tab. Data import doesn't seem to work either. Any tips?
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Appointment Status Options
I'd like to see the ability to mark an appointment as something other than completed. * No Show * Canceled * Rescheduled * Showed Thank you
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Product enhancement: See title when hovering over people in organization screen
It would be a great product enhancement if when in the org screen and hovering over people that their title display. That way a call could be made without having to click on and open the people screen to see thier title. Not looking for a work around just a future produce enhancement.
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HTML email to be used in Templates
We send various follow up emails at different stages of the pipeline, some we have automated through workflows, some we send manually using email templates (as we need to tailor them every time). Unfortunately, the emails templates in pipedrive are not html and hence it is difficult to create nicely formatted, responsive…
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Web Forms: Drag & Reorder Fields
As the title suggests, I would really, really, really, really, love the ability to click-hold, and drag fields in a web-form to reorder them. Right now, if you're already using a field in the form, but need it to be somewhere else, you have to completely delete the first one and remake the new one in the proper spot. I'm…
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eSignatures and eWitnessing
The eSignature feature is great within PD, however we require eWitness signatures also. DocuSign does offer this feature but it obviously requires that extra add-on just for that single feature. Are there any plans to upgrade the eSignature feature?
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Leads to deal insights… is this ever happening?
Being able to see leads insights, like lead to deal conversion, time duration of leads as leads, leads to won conversion, lead source to deal conversion. this things are crucial . this works if I don’t use leads and create a stage on pipeline called leads… but if you intro and want me to use leads feature you need to give…
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Leads conversion reports
Hello Pipedrivers! With the customers starting to use the new Lead Suite, questions about reports come up. I understood there's a workaround based on a new deals report + customized field for lead source, however it's available only on Professional plan. Are there any lead reports planned in the roadmap? i.e Conversion to…
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The "Leads in-box" feels very much half-baked to me, and creating Deals is quite the pain. Anyone el
The "Leads in-box" feels very much half-baked to me, and creating Deals is quite the pain. Anyone else? Check my loom video: https://www.loom.com/share/5bbf2f9d52d74fb1846803e19a8e8118
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Filter for Contacts not having a certain Activity
We often want to find contacts that do not have a certain activity, e.g., people that we've send event registration details, but not the event followup. Currently, this is not possible, due to two limitations: * I cannot search for the absence of an activity, so for "contacts with no activity of type follow-up". I can only…
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Insights, dashsboards & reports UX and Functions.
Hello community. As a Pipedrive partner I am having issues setting up and sharing Reports and Dashboards in the Insights section. It is difficult or impossible: · Sort the reports that I share in a dashboard so that the viewing users can see them in the order that the administrator needs. · It is not possible to share a…
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Custom fields enhancement
Hello, Would it be possible to have a custom field format "%" ? Would it be possible to have a custom field feature to calculate data by using other custom or not custom fields ? Thank you
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Pipedrive and Monday.com Integration
add integration syncing between Monday.com and Pipedrive which allows all data fields to be connected, as well. The current fields available for syncing are very limited.
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Now the leads inbox has been improved, do you:
Now the leads inbox has been improved, do you:
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Inaccurate Drag and Drop image into email
It's great to have the option to drag-and-drop images straight into emails instead of adding them as attachments. However, I struggle with getting the images to accurately land where my cursor is indicating them to settle. Most times the placement ends up in random parts of the email, displacing texts I then have to…
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Campaign reporting: Is there a way of being able to report on how many emails were unopened on a se
I can see how many were delivered, opened, clicks, bounced but not 'sent/delivered but unopened'? Can dev ops advise if this metric will be available, it is one of our marketing metrics currently used in our monthly reporting. Thanks #advice #pipedrivecampaigns #emailmarketing #reporting
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Show Person photo on deal card
Since we can upload a photo to the person we could have it shown in the deal card just like we have the owner photo there. This helps to humanize every deal and make things easier on the pipelines.
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How to Handle Deal Price Changes?
Hi PipeDrivers, We are running into a big issue with PipeDrive where, every time a deal price has changed, we have to duplicate the deal to keep track of the changes, and I'm wondering how others deal with this issue. To give a quick overview: We are a software company and we manage all deals/projects within PipeDrive. The…
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add products to mail template.
Would like to see products implemented into a mail template. Simply add with one button your quote into mailcommunication to client!
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Bug: Adjacent calendar events should stack in UI
If I have an event running from 2-3p and one following from 3-4p, Pipedrive calendar logic should be smart enough to stack them. Instead, it assumes there is 1m of overlap between each meeting! How it looks now. Events post half width because there is 1min over lap when one mtg ends and the next one starts And how it…
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Automation: No Activity created in the last 3 months by Deal - send email to Deal Owner
How can I set up an automation like in the title? Is there any workaround? So in a Deal there has been no Activity created for some time and I want to be reminded to check on a Customer. Would be also amazing if there was a trigger like that: "no activity in the last xx months/weeks/days (also no emails connected to the…
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Automatic tasks with connection to the deal field with the time type
It would be very useful to get an opportunity to set automatic tasks in relation not only to the data type field (Meeting date, for example), but also to the time type field (Meeting time).
This would reduce the processing time of applications
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As an admin Im frustrated I can't log in as my rep/user to train them remotely.
As admin are their other admins who have sales teams as Users in PD frustrated by the fact you can not change passwords for users/rep or log in as them without having to email your rep to ask them their login credentials? We like to be able to train them remotely using the reps log in credentials and hand control back and…
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Feedback, need archive fonction for contacts
Hello, I am currently cleaning up our pd CRM. Here is my case example, I look into a company into our pd. We did project with someone but the person is no longer working into the company. I don't want that person to stay active but I don't want to lose tack of the past exchanges on projects. There should be a way to make…
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Merged: Whatsapp Channel
This discussion has been merged.
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Additional fields when using Smart Docs
When sending a document via Smart Docs for e-signature, it would be useful to specify some input fields. For example, a Purchase Order number and an accounts contact. Can't see how at the moment, is this possible? Thanks.