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Hi, I am wondering if anyone has experience with, or a suggestion for, importing a product catalog t
Hi, I am wondering if anyone has experience with, or a suggestion for, importing a product catalog that consists of hundreds to possibly thousand SKUs? i.e. Product #1- Product #100 and for each product there could be upto 50 variations. i.e. Product #1-Color A(SKU#1) through Product #1-Color Z(SKU#26) and so on. To add to…
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Obtain Link to Note from the Web UI
When I mention a user in a note, they get a notification with a link to that note, looking like this: https://.../organization/123?objectType=note&objectId=42 It would be very helpful, if I could obtain this link also from the web UI directly, to point someone to a note without the detour of an email notification. The…
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Lead Information in Sidebars
Is this going to be added? As it would be useful to see the leads a person has as well as any deals
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Feedback on Leads - Phone list not available for a contact
Thank you for enabling the caller to the leads tab. It is a great feature, however, if your contact has more than one phone it will only display the first one. This is important because if you use tools to scrap information on contacts through the internet, in may case you have more than one phone number. Please see the…
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It would be good to have the option to only load a few emails in a deal rather then to have to wait
It would be good to have the option to only load a few emails in a deal rather then to have to wait a considerable amount of time for about 40 emails to load. If the default amount of emails loaded could be about 5 and a button added to "load more" would probably speed up the load time a lot. Who would like to see this…
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I would love to see a search function for each deal that can search through all the emails in the cu
I would love to see a search function for each deal that can search through all the emails in the current deal. Who would also like to see this feature?
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Merged: Private pipeline
This discussion has been merged.
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Email conversion data for cold mails in list
I like the analytics part of the Campaigns. can you create a similar thing to show the email conversion rate for cold emails that we send to our leads to track it better?
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Web Form custom fields values translatable
Hello! Can we have custom field values in multiple languages that we could use in a form that exists in two languages? Example: a custom field name "Activity area" would have a list of possible values and each value would have an English and French translation used in a form available in both languages. So we could have…
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Stage Probability should set probability for all deals within that stage
It would be great if, when setting a stage's probability, deals that move into that stage are automatically given that probability. If they are manually changed this could override that, but the stage probability would be default, instead of the default being blank. This would be useful for us because we like to see the…
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deleted contacts filter
Deleted contacts need a filter so they can be viewed later. Hi all when you delete bounced contacts you cannot filter to relocate later. Deleted contacts should be able to be filtered so you can restore them later when you find out where they have found new employment
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custom tracking domain for email delivirability
Hello, I would like to be able to set up custom tracking domain for emails because using pipedrive domain instead of my company's can hurt email deliverability. Thanks!
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Allow reordering of email addresses
I would like to see an enhancement to allow for email addresses to be dragged and dropped into a different order. It's common for me to enter a new prospect then contact the prospect and be given a different email address that the prospect prefers that I use. Or sometimes I'll have three or four emails for a person and…
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Moved: Slack integration should have filters!
This discussion has been moved.
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Hubspot Killed Piesync! What is everyone doing for 2 Way Sync Now?
Hubspot Killed Piesync! What is everyone doing for 2 Way Sync Now?
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Super user account for accessing team members accounts
Hi there, I'm currently responsible for onboarding new team members and helping them get set up on Pipedrive. Some users have workflow automations that need configuring along with email signatures and other settings. So to do all of that I need to access their accounts and since 2FA was introduced it's a real pain to get…
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Can you please create an overview for a Specific Organization, Person, Activity, or date so admin ca
All of our users have to be able to access every Organization and person within it. That means anyone can change or delete an activity or contact information, even if they are not Admin or the activity isn't assigned to them. There's no way to see who did it or when & the information is just missing and can't be retrieved.…
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Shared Emailed Address Problem
When a persons email address is related to their job as opposed to their name (EG princiapl@abcschool.com) this creates issues when a new person with a different name assumes that position. EG Principal Joe Bloggs leaves & is replaced by new principal Jane Doe. Before Jane arrived on the scene all previous emails & record…
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Do you want a "SEARCH BAR" to search inside a single deal. Only returns matching items for anything
Do you want a "SEARCH BAR" to search inside a single deal. Only returns matching items for anything attached to a single deal.
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Bulk e-mail to Organizations
I think it would be great if Pipedrive could add e-mail field to Organization profile. Then it would be available to send group e-mails straight to organizations. For example, in cases when your company's adress or phone changes. You don't need to find specific person to tell him that, you can just send out e-mail to every…
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Please consider allowing additional fields in kanban view. Similar to Zoho. Link below.
https://help.zoho.com/portal/en/kb/crm/customize-crm-account/managing-module-views/articles/kanban-views
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Feature Request: Improved maps-view to find organizations close to a lead
Hello there, we are a company selling heating systems B2C. A heating system always requires a third party installer as well, so for every end-customer, we also have to find a partner company of which we have several hundreds to chose from. Pipedrive makes it really hard to find organizations that are within a certain range…
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Google Drive + Documents - Just use the reference on Google Drive, no more duplicate files.
Please allow us to opt out of copying documents to a Pipedrive folder on Drive for editing in Google Docs. It kills the entire approval and version control routine our team is setup around. Just let us reference the source files and edit those, please! :D Ideal Workflow * We attach a document to a deal, the source file is…
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Daily Booking Limits
Hello, I'd like to suggest enabling appt limits to the schedule. I've used a couple of other booking systems that offer this, Acuity as well as a white label version of HighLevel. Essentially once we have a certain number of a specific activity on a given day, the schedule no longer lists that day with availability to…
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Pipedrive Calendar
Pipedrive to have its own calendar sharable and visible with team members, where won deals could be added to the calendar automatically etc via work flow automation. Outlook sync doesn't really work for our set up - therefore we are paying anther 3rd party cloud based calendar - Team up.
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Frequency by Product - One time, Monthly Quarterly etc.
Need to be able to forecast revenues by product. Add a field for frequency on each product line. Allow user to choose each product as: one time, weekly, bi-weekly, semi-monthly, monthly, quarterly, annually, and ideally custom frequency like every X weeks, every X months. While you're at it allowing each product to have a…
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Feature request: I would like the notes and activities in daughter organizations to show in the pare
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2022…iPad and Pipedrive playing nice?
Last year, someone posted that it’s useless to use Pipedrive in an iPad. Is this still th case?
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Automation Trigger - without an update required
I recently tried to build automation where the overall requirements were an organization falling into a filter i had pre-made based on a date field. However I realised that you cant use that as a trigger when creating automations, the organisation has to be updated in some way for it to be triggered. Please can the…
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PipeDrive prospector lead reporting
Hello, Not sure if it is a common problem or not, but I really dislike the way to report inaccurate leads. Let's say you have 100 leads to go through in a month. You have to wait ca 5 minutes to see if an individual email is correct or not- if it bounces back or not. My suggestion is to make it possible to somehow…