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Email message count needs to be able to trigger Workflow Automation
I want to the able to trigger Workflow Automations when the Email Message Count on a person changes. However, it doesn't work because a sent or received email does not count as "Person Updated" trigger for the Workflow Automation. I chatted with Pipedrive Support, and they were very helpful in clarifying why the Automation…
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contact "postal address" option in email templates
Hello, for my business I send a lot of emails and text messages to current customers and prospective customers. Many times I'm messaging them to confirm their home address. I'm not sure why only "some" fields are an option in email templates and documents and some are not. Please please please just open it up so that ALL…
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Product group / Sub-product group - a new feature for items that include different items.
Our company mainly deals with providing individual solutions that consist of various products, sometimes we have 100 different items in one document. For a customer it is a macabre! Would it be possible to add an option to create product/product subgroups with their components? Below a quick mockup:
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Importing Multiple Options Field
I recently added a new multiple options field on people to be able to track specific types of information so we can segment individuals in various overlapping ways (e.g. lives in DC, works for a nonprofit). I don't know when this new field type was added, but I'm really excited about it! However, I'm not sure if it is…
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Customize the Deal card
Hi, In the Pipeline view (the one with boxes/cards as opposed to the list view) a useful feature would be the ability to customise what is displayed in these boxes. Better still, customise this according to a given Pipeline. The boxes include Deal Title, Organisation, Value and Status; whereas for our purposes it would…
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Monthly Calendar View
Is there a way to allow users to see an entire month at one time? While I appreciate the desire to focus tasks and activities on a weekly basis, not providing users the capability to see further out on our calendars keeps us limited on planning and flow. Thanks!
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STATUT AFFAIRE "DECLINEE"
J'aimerais ajouter le statut "déclinée" en plus de "gagnée", "perdue" et "supprimée".
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Email automation/text reminders with Scheduler
I think Scheduler could offer email/text reminders as a feature to ensure prospects do not forget the meeting
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Enable Campaign Performance Analytics via API
We're using your features to send automated and manual campaigns. Now, we need to integrate their performance data into our reporting. We're using a vendor who built an integration calling your API. However, fields related to campaigns on the Persons field are retrieved as null. A community request is…
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TASK sync with outlook or any other calendar
Tasks are visible. that is not the problem. However they are visible as an event. And that is a problem. Marking a task done in Pipedrive does not change the status in Outlook or any other calendar.
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Allow Admin to View Email Open/Link Tracking from Other Users
Not sure why as an admin I can see other users' emails but not the link tracking and email opening tracking from users' emails. This can and should be done.
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Products with Attributes (options)
Please add that each Product shall have the option from attributes each attribute shall have the option to add an amount (if picking this attribute the cost will adjust) Someone shall have the option to see by the deal the Product/s and the attributes listed If a attribute is discontinued you shall be able to disabled it…
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Merged: Email Follow-Up One Click Feature
This discussion has been merged.
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Embed "Propose times" (Scheduler) on web
I have requested this for a long time and now one of my clients want to embed the "Propose times" (Calendar booking) window on the website rather than starting a new window and moving from the website. They evaluating moving from this Pipedrive function to a 3rd party Calendar just of this reason. It should work in the…
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Turn Off Leadbooster Section - Remove Campaigns and Projects icons
Hoping someone can help here. I am not interested (at the moment ) in Leadbooster nor am I interested in the Campaigns or Projects which are all paid service options. I would like the option to hide these as they are just eye graffiti to me that I don't want, and, I don't need to be reminded constantly about paid services…
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Tax exclusive button in products
Does anybody know how soon the "Coming soon" will be for the activation of the Tax exclusive- Button? I hope really soon! Because without it the document creation looses it's value. At least on the German speaking market you have to show first the Tax exclusive- price (net), then the tax, and then the tax inclusive price…
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Markdown shortcuts in notes
In longer notes, the text formatter goes off the screen. This makes formatting very hard (and I think impossible for links?). Many apps are now supporting Markdown shortcuts to allow the benefits of markdown without breaking current workflows. Even if we just had markdown shortcuts for link, bullet, and bold, it'd go a…
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Hide Deal value ($$$) for Project Managers?
Hi there, is there a way to hide financial information (Deal values) from company users who use Projects? In a perfect system, I would ideally like to separate "Deals" from "Projects" entirely for my employees, since they only need to be managing projects, and not working with the financial aspects of Deals. Or at the very…
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Option to move left menubar items to More
We use Leads, Deals, Mail, Activities, and Contacts. The other fields (Projects, Campaigns, Insights, Products, and Marketplace) are rarely used. For new employee onboarding, it would be nice to only have the relevant items on the menubar. The remaining items could still be accessible under More.
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Custom Activity (meeting type) with pre-determined conferencing
The pain: creating meeting activites through the API can only be semi-automated, if conferencing needs to be included right now. Ideally, it would be nice to be able to choose/select a specific conferencing option directly through the API call, but as I understand, it's pretty difficult to go that way. An alternative…
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Feature Request : I need to freeze certain column on the most left in List view of Deals.
Hi pipedrive, Can it possible to freeze one or multiple column(s) at the most left and make it always on screen in List mode of Deals. This is a necessary function when I make a business review and need to scroll right to have a look at other fields' information. It makes people lost if everything changes. At least, one or…
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Suggestion: Abilitly to freeze columns in List View of deals / contacts / organizations so they stay
Suggestion: Abilitly to freeze columns in List View of deals / contacts / organizations so they stay on the screen when scrolling to the right
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Google Voice Integration - or other low-no cost integration.
We are a start up ~ we need a voip free product that integrates to Google Voice or other free service. I've seen posts here saying it is compatable ~ but the links to where instructions are shown are broken.
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Freeze panes on list view of deal page
Would love to see the ability to freeze the first/, left-most column similar to a freeze panes in excel.
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Pipedrive Product Bundles
Does anyone have advice on "bundling" product line items in Deals? We have various products that are made up line items that we would like to price and group together in a standard way (without salespeople have to remember what goes on each line item). Looking for a way to have these entered in a standard way based on the…
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Reminders to reply to seen emails
Hi, is there a way we can enable "reminders" or "nudges" to emails we haven't replied to? I saw this feature on my Google email and this actually helps in making sure we don't miss any communication with our clients.
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Automatic Email Reminders
Every sales person loses an incredible amount of time by sending email reminders. It would be great if the system can send an automatic reminder after X days with a standard text at the top. It is actually a kind of workflow. If the person emailed has not replied after X days, send email template 1 with the original email…
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Function to notify when a person hasn't replied to my email within X-amount of days?
Please create a function to notify me if a person hasn't replied to my email within X-amount of days. When replying to an e-mail and not creating a new activity, one risks the chance of not finding the lead again. This is how this function on Close.com functions/looks like:
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Allow linking of a single activity to multiple deals
It would be great to have the option to link multiple deals to the same, single activity. For example if you had a meeting scheduled with one contact to discuss multiple deals, it would be great to link everything rather that creating multiple duplicate activities etc. Example of activity creation screen
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Pipedrive calculating total value, total cost, neat margin of a deal in the "add product" input wind
Whenever we win a deal we are interested in the total value of it and we do this by adding the products to the deal. At the same time we need to keep track of the cost of those products for us, so we can calculate our neat margin on the deal. We'd love to be able to not only add the "cost" field to products, which of…