-
API: Deleted deal stages not appearing in stay in pipeline stages from Deals
When a deal stage is deleted it is currently removed from the field stay_in_pipeline_stages. To track deal stage progression you must instead use the deal updates endpoint which is a massive log of events. Furthermore the information corresponding to the deleted deal stage is removed from the stages endpoint. It would be…
-
Merged: Notes in Activities can't tag with @ people
This discussion has been merged.
-
Translation Mistake: First Name and Name in Korean version
Greetings, I'm reporting a Korean translation issue in Person data fields. In Korean version, we have two fields with the same title 이름. I believe that one field is for First Name and the other for Name in English version. This translation mistake causes a lot of confusion for Korean users. Please fix it. Hope it helps.
-
PM meets WA
Loving the Project management tool so far and started using it. Hoping will replace my xls files, smart sheet and Asana all in one ;) ! Would be super if one-day specific Workflow automation is triggered with Project management tasks. Also would be nice to create subheadings or subcategories under some activities or a…
-
Filter for Organization Notes
It would be helpful to place filters with "organization - notes - contains" to avoid creating endless custom fields for reporting/tracking.
-
Hide Custom fields
We are looking for the ability to hide fields so users cannot see them. We use a variety (over 11) of fields for tracking purposes. These only serve to clutter up the experience of our users. They have no need to see them. I see many requests on this but never an answer as to if and when this feature will be implemented.
-
Add activites in bulk with date and start time
Hi, I need to import activities in bulk, in the column Activity - Due date I write the date and time like this: 2021-11-19 15:00:00 (That is how the column Activity - Due date shows when I export it and have date and start time) But when mapping the data it will only get the date but not the start time. I've tried every…
-
Notifications from Activities
In pipeline we can turn on notifications on deals, organizations and people when they are assigned to us, however, there are no notifications for activities that are assigned to us, I think this would be usefu l :)
-
Can Pipedrive do Email Sequences?
Can Pipedrive's 'Workflow Automation' do an email sequence (meaning it sends one email, then 3 days later sends another, then 4 days later sends another)?
-
Multiple deals for the same email
Hi, today I realized it could be a very good improvement for my sales activities to have the possibility to link one email to multiple Deals. Right now I am working with an agency that is giving me 4 clients and I need to create one deal for each one but we speak about them in the same email thread. Would be great to see…
-
Tick boxes in list view are too close to the menu bar on the left of the screen
Pretty much every time I start to select a number of people to email from a list, I'll accidentally click on the menu on the left of the screen, which is far too close to the tick boxes. This takes me away from the list and 'unticks' all of the people I have selected (sometimes up to 90+) and means I have to start over…
-
Workflow editing with multiple accounts
Hi everyone, is there a way to view the workflows set up by another person? And/or a possibility to set up workflows so that they can be edited by other users. Thanks for your help!
-
Feature Request: Automated Sales Document Creation
Hello, I understand that it's a longshot, but I would like to request the following feature. This would personally save me several hours per month, and I am almost certain that others would also benefit. Feature: Automated Sales Document Creation Customers are often engaged in activities that have an educational purpose.…
-
Changing Sender Email
Hello, I am looking to change the sender email. I am sending many email on behalf of the founder and I need to be able to change the sender email. I don't want the receiver to see ME as the sender, but the FOUNDER as the sender. How can I do this from my login. I don't want to send from Founder's login. Please advise.
-
Merged: Ability to change font colour in templates and signatures
This discussion has been merged.
-
Details fields in deals
Hello everyone! It would be very helpful if we could create/have different Details fileds in different pipeline.
-
Prospector is great search engine but it's really not a bargain
Hello Pipedrivers! First of all I need to say that I love the quality of service that I've been provided with so far. Support is always spot on and system itself is really good HOWEVER there is one thing that might use an improvement. I'm talking about prospector and it's credits. Generally speaking - I get it, business…
-
Question: Does anybody experience cold start problem for workflow automation?
Recently, I made a lot of workflow automations with my clients. And I sometimes experience a cold start problem. When I made a new workflow automation, sometimes it may take about 3 or 4 minutes to start the first workflow automation. Once the first workflow is finished after this time delay, however, the subsequent…
-
Feature request: Turning off tracking for certain email recipients
We send emails to prospects/clients with multiple people in CC (usually their colleagues), but we only want to track the opens/clicks of the person whose email is in the deal. Ideally, I'd love to be able to send an email to Person A (whose email is linked in the deal), with his two colleagues in cc, but only choose to…
-
How do we stop reports pages from refreshing every 20 seconds?
-
It seems to be expected that on the replies of emails with embedded images, they are sent as file at
It seems to be expected that on the replies of emails with embedded images, they are sent as file attachments afterwards (including signatures when sent as images). I have been told by support this was decided by the team when developing the email sync feature. It doesn't seem a good idea as in a long conversation with…
-
We need a Contacts Management platform Plan by Pipedrive (without leads and pipeline)
Sorry, we're leaving, as we already have leads and pipeline in our ERP (and it's no the pipedrive quality, but it's the internal choice..) In fact you have all the features we need in the professionnal plan * Shared contacts by teams with / OK * Sync to phones address book / OK * Web & App interface / OK * API But,…
-
It would be great to be able to group the emails by threads/Conversation in the Deal view instead of
It would be great to be able to group the emails by threads/Conversation in the Deal view instead of having them detached along a (sometimes very) long timeline !
-
Feature Request: Settings section for API usage
Currently there is a section in the admin Settings detailing Pipedrive "usage" with the amount of open deals consumed by the company along with other info. Since we also do API integrations and there are rate limits it would be great to be able to see how many API requests are available for the day for a given user and if…
-
Email sync of blacklisted receivers and not blacklisted receivers
You don't want the emails to be synched which are written to your colleagues. Therefore, you can blacklist your domain. So far so good. But if you write an email to a customer AND add a colleague in Cc, the email will not be synched as well. In this case the emails should be synched. And in a perfect world you should have…
-
Are my projects safe/backed up?
I'm feeling like the current system is workable enough for me to switch over my projects into here and to no longer use excel. If I do this exclusively though, I just need to know my project information is going to be safe! I don't want to run two systems. I just want to work from the one place. I know this is still Beta,…
-
How can I link the Google Calendar schedule created before synchronizing the calendar to the pipedri
Hello pipedrive users, I have a question about google calendar sync feature. How can I link the Google Calendar schedule created before synchronizing the calendar to the pipedrive?
-
Need Files visible on Deals, but hidden on Contacts.
In our use case, we need to attach files to Deals, but don't want them visible on the Person/Contact. We have two tiers of users and there is information on the Deal (and attached files) that we don't want visible to all users. However, Person/Contacts need to be visible to all users. The ability to control how documents…
-
Board view
Amazing that we have now PM. Now I can clean up my abused pipelines :-) Will there be a board view for the projects ?
-
Awkard Translation: File upload by drag-and-drop
Greetings, I'm reporting another translation mistake in Pipedrive Korean version. In English version, this is what we see for file drag-and-drop upload. In Korean version, however, the translation is very awakward. 여기로 파일을 끌거나 컴퓨터에서 을(를) 선택하세요. The correct translation will be as follows: 여기로 파일을 끌거나 컴퓨터에서 파일을 선택하세요. Hope…