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Campaigns Tool / Add-on thoughts after initial trial
Some feedback from a short trial of the new Campaigns tool. It's not quite at a level where we could replace our current eMailing tool (Klenty) but it is a very encouraging first release. On the good side; * Really nice eMail design interface that has a lot of great templates and flexibility * Easy to set up a campaign and…
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Comprobante de lectura y tracking de links en emails.
Actualmente Pipedrive no permite que veamos los comprobantes de lectura de los mensajes de mail que nos han compartido otros miembros del equipo. Soy consciente de que la privacidad prima sobre todo, pero ¿no debería marketing, como mínimo, podem compartir comprobantes de lectura si es un usuario más que utiliza el CRM y…
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Put simple filter fields at the top of each column in the list screens
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Multiple Labels per Deal! (please Vote)
Multiple Labels per Deal! (please Vote)
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Attach Zoom Meeting Cloud Link To Deal
FEATURE REQUEST Our sales process heavily relies on Zoom Meetings, Pipedrive's Zoom meeting integration is great, but would be brilliant if it imported the Zoom Cloud Based URL for the meeting once it was completed. We have multiple advisors connect with our clients at various stage through the sales buying cycle, having…
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Is it possible to auto-highlight the value in "deal value" so that whatever I type replaces the old
I always have to manually remove the old value (or the default 0) and if I don't, what I type is added to the front. For example. I'm updating a deal's information and quickly press the value and continue typing the value "500", but because there's a 0 by default and I didn't take the time to highlight and remove it, my…
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Column Settings for different Phone Types
Is there a way to have separate columns for the different phone types, ie Phone Work, Phone Mobile etc? As it is now, the Phone column shows and exports the various phone types into “one” excel cell entry and also doesn’t say which is Work, Mobile, etc., example below: Person - Phone855-256-6647780-424-5475,…
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Workflows for Custom details
Workflows for custom details would be great. For example I work in Hospitality sales for card machines and need to know which EPOS (till system) they are using at the restaurants. So I create custom workflows for this as follows: Do they have an EPOS system = YES or NO Suggestion for Pipedrive to add: {if YES} = EPOS NAME…
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Asking for advice: Is there a way to add our sales target to the dashboard? I.e. plot all the 'won'
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Creating a filter by deal and product code
Hi All, On a regular basis I like to filter specific deals by product code, and by one (1) specific "product code" only. When you have say five products with product code A,B,C and D. If I have two (2) deals, one with product code D only, and one (1) deal with product code D & B. If I create a filter like" Product code is…
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Melhorias na automação
A automação do pipedrive é muito boa, e quero deixar aqui uma sugestão a vocês. O critério condição deveria funcionar em cascata na automação, podendo assim o usuário criar um workflow de atividades fazendo com que, uma atividade seja criada automaticamente com a condição de uma anterior ser concluída. Atualmente só é…
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Project management: notes and files
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Problem creating PWA Pipedrive application
Hello there ;-) A Few days ago this was possible. While being on https://contoso.pipedrive.com/pipeline/1/filter/24 In Microsoft Edge -> three dots -> Apps -> Install this site as an app I was able to create a nice accessible shortcut to my default Pipedrive page. Now that's no longer possible. Installing the app as…
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Korean Currency: add thousand separator and remove decimals
Greetings, I have many Korean customers asking for Pipedrive to improve the Korean currency handling. If you choose Korean won for the default currency, you can see two issues. * Thousand separator: The South Korean won is measured in large numbers. For example, one million KRW amounts to 837.40 USD only. South Koreans…
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Translation Mistake: Word order in the weighted total value of deals in a stage
Greetings, I found another Korean mistake in the weighted total value of deals. This is what we saw in the English version. ₩1,614,900 - 15% of ₩10.766.000 In the Korean version, however, this weighted total values are translated as follows: ₩1,614,900 - 15% 중 ₩10.766.000 This is merely a word-to-word matching between…
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Show Person and Organization labels in leadinbox
We use labels on Person and Organization to mark a eg. lost leads, ambassadors etc. so we don't use time on them in the sales cycle. When I click on the lead in the leadinbox, I would like those labels to be visible. It should be an easy thing to add to the lead view :)
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Translation Mistake: Deal Weighted Value in Deal Progress Insight Report
Greetings, I found another awkward Korean translation in Pipedrive insight report. This is what we saw in English version. The y-axis has an option for 'Deal weighted value', which accounts for deal probabilities while computing the total. In Korean version, this is translated as '거래 가중치'. In Korean, 가중치(加重値) means the…
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Request: Tax calculation with no numbers after a decimal digit
Greetings, I have a question on price calculation as in this screenshot. If I entered 10% of tax for the amount 630,000 in KRW, I have the following for 'Includes tax 10%': 630,000 / 11 = 57,272.727272 → 57,272.73 This may be OK for USD as .73 stands for 73 cents. But this is not the case for other currencies such as KRW.…
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Merged: Linking People to multiple Organizations
This discussion has been merged.
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Post pictures with activities
It would be great to be able to add pictures whenever an activity is completed. This way other members/supervisors can see what the activity looked like and what was going on (eg. events, social media mentions) It also helps handovers between co-workers. This would especially be helpful if it could be done with smartphone…
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Keeping files in a deal organized Pipedrive Sync
Keeping files in a deal organized We often run into having a very cluttered filing space as the e-mail signature images & several revisions of our product designs are moving back and forth creating confusing situations for our purchasing dept & quickly getting the right & most recent files. Possible Solutions are the…
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Adding a contact WITH phone or mail but without the name
I was wondering if there is a way to add a contact with phone/mail but without the actual name We're active in real estate. During prospection, in some cases you found/have the phone number or mail but not an actual name. However, when adding a contact to a deal, a name is an obligated field. Consequently, our agents put…
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Email Tracking On Mobile
Being able to see if the client opens an email is huge but I find myself not using the mobile app simply because you can’t see if someone has opened an email. Would this be something that is going to be updated or can be? Thank you
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Create more space between the sidebar and selection boxes when in list view
The new sidebar is far too close to the boxes you use to select contacts when viewing contacts in list view. If you're selecting a large number of contacts for a group email or anything else, it's far too easy to accidentally click on the menu on the left of the screen, which takes you off to another page and you lose all…
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Improving Workflow Automations
It would really help if PipeDrive would develop management tools for workflow automations. I am the administrator for our company's account. We have MANY workflow automations. Currently, there is NO WAY to: * organize them into user-defined categories, * quickly view how they are constructed, or * manage automations…
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Feature Request: Field Value Comparisons
The option to compare field values, both system default and custom, would be of tremendous value. I can see this being powerful in Filters and in the Automation engine. A good example of how this could look in Filters would be something like this:
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Would you rather PipeDrive develop existing tools, for cross-tool compatibility, or release new tool
Would you rather PipeDrive develop existing tools, for cross-tool compatibility, or release new tools (such as Projects & Campaigns, or unannounced features/tools)
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Looking for RSVP application
Hi, I'd like to send out emails with an invitation to clients / contacts. These emails should include one or more buttons / links (e.g. to a form) where a user can answer if they will attend a meeting or not (or give an additional information). Was testing some forms, but these solutions can't prepopulate fields, e.g.…
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Sales manager View
Requesting for Visibility of sales team members without wasting a pipedrive spot. I do not need most of the Pipedrive functions other than to review my team's pipeline, activities, contacts, and insights. I'd like to have visibility without using an account on myself.
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Cashflow von Deals über mehrere Monate splitten
Wir haben im wesentlichen Aufträge die sich über mehrere Monate/Jahre erstrecken meist mit separierten Lizenzzahlungen. Um einen vernünftigen Cash-Flow zu planen, splitte ich aktuell diese Aufträge auf die einzelnen Monate, nachdem der Auftrag gewonnen wurde. Gibt es da eventuell eine Möglichkeit, das zu automatisieren…