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Bonjour, je voudrais connaitre le nombre d'abonnements résilier sur mes offres comment puis-je faire
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Does anyone have loading time problems when a deal has more than 50 activities?
Does anyone have loading time problems when a deal has more than 50 activities?
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Multiple Pipedrive work flows with separate or unique Detail fields
Hi Pipedrivers. I'm trying to run 2 brands from the one instance of PD. I'm wanting to capture different information that is relevant to those brands. Currently I have to separate instanced of PD and its effecting our ability to cross sell / capture client data. I'm wanting to combine instances, but under separate…
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Ownership of Pipedrive Configuration
When configuring a Pipedrive account for your business or someone else, you have to consider what happens if that person leaves and their configuration is under their name but it's crucial to the business to keep this within Pipedrive and in place. It would be great to have an option which can only be applied to either…
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How to improve privacy while sharing two-way sync calendar with pipedrive?
I started using two-way sync with pipedrive. Really cool as I do not have to duplicate stuff in pipedrive. However, a lot of meetings I create in my calendar are not related to sales and I prefer not to share their content with others. Since these events are synced in pipedrive as my activities, everyone can see them. Is…
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Merged: Ability to configure notifications for PD Chatbot ONLY
This discussion has been merged.
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Merged: Request to add integration for Zoom Phone
This discussion has been merged.
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Bloqueio de alteração de etapa
Gostaria de dar uma sugestão de bloqueio. Bloquear o usuário a trocar de etapas, no funil A outra pessoa que trabalha comigo sempre muda a etapa, muitas vezes sem querer e isso me atrapalha muito Queria poder eu como ADM, bloquear ela de alterar a etapa isso traria mais confiança para mim
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Collaboration Email side conversation
My team has been loving Front.com as they can collaborate and discuss things around an email before answering. This has allowed us to graduate jr salespeople faster. Its basically the possibility to have internal chat and email in the same UI. Take a look at how it looks in front.
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Bulk add deals to emails & One click mark as read
It would be great to extend the Mail view in Pipedrive for the following: * Add an "add to deal" feature to the mails bulk edit. Especially when trying to get started with pipedrive, it would be immensely useful to add all mails from a certain emailaddress retrospectively to a deal. * At the moment, I need to search for a…
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Merged: Two Emails On One PD Account
This discussion has been merged.
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Automatic Workflow and Imported Data
Hi, I know that automatic workflows don't trigger for imported data, but does anyone have a workaround for this? I am trying to automatically set a task everytime I import people from an excel file, but don't want set a task manually every time.
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Insights/Dashboard - duration only measured in hours
I'm working through creating some custom reports, and I can only ever get duration in hours. More specifically, I am tracking the duration of different activities -- and I need the duration measured in days.
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New deal button
Hi! I'd love to see a feature in which clicking a newly created deal in the popup button at the bottom of the screen does not automatically open a new tab, but instead opens the new deal from the same tab.
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Insights: Creating a goal for fiscal year
Now when you create a goal in PD, it uses only calendar year. So if your companies fiscal year is between the two, like most of the time it is- it divides the sales. So if our fiscal year is 1.5.2021-30.4.2022 it shows 0€ in goals when the year turns- even tough its the same goal. Lets say i have a goal for 10 mil sales…
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Translation Mistake: 'Construction' in Pipedrive Trial Sign-up
Greetings, I recently went over trial sign-up process in https://www.pipedrive.com/ko, and I found a translation mistake. During the sign-up process, a user is supposed to select a company industry. One of them is 'construction', which means 'the activity of building houses, apartments, offices, factories, roads etc.' In…
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Insights: Inaccurate tracking of stage completion
Scenario: Stages in the pipeline: In discussion --> Demo Booked --> Next steps in progress --> Second meeting booked --> In negotiation --> Not now - later When someone updates a pipeline stage for a deal (DEAL A), from in discussion to not now - later Under insights - when looking at how many Demo's were booked this week,…
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Feature Request - Deal Approvals
It would be great if a sales leader could approve a Deal before it either moved to a specific stage or could be marked as Won. That would save us a lot of headaches before we move a sold deal into production.
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Prioritizing stuff
Hi guys. I wish Pipedrive had a tool to flag/mark my deals based on priority. I have a pool of deals and sometimes I need to focus on the most important ones. I can filter them by value, but sometimes it is not the parameter I need. If I could flag some deals or use a certain color, it would help me a lot.
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Ajouter plusieurs étiquettes pour une offre
Ca serait top d'avoir la possibilité de sélectionner plusieurs étiquettes pour une offre.
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File Usage & Improvement Roadmap
Hello all, A few of my organizations are using the files function more and more. The goal of Pipedrive being a Customer Relationship Management tool and "Home Base" for all your customers interactions is great but, I'm wondering how everyone is managing their client files / projects currently? Does anyone have a better way…
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Feature request: help text for fields
Would have been great to have the possibility to add help text for fields. For example there will be cases where you want explain what spesific information a field should contain.
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Feature request: Undo a recently sent email
I use this feature SO much on Gmail and it would be brilliant to have it in Pipedrive. The moment you press send on an email, it Gmail comes up with this button on the bottom left giving you the option to undo in the 5-30 seconds after pressing send (for example you might see a glaring typo)
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Individual Sales Targets For Organisations
It would be very useful if there was an option to add an individual sales target against each organisation. That way we can see our sales performance for each customer and identify whether we are meeting targets.
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Pipedrive goals on the basis of e.g. tags
If I want to define goals via Pipedrive Insights, I can currently only do this on the basis of the people. Is it possible to link the goals with, for example, the tags of the deals? In concrete terms, we are dealing with product groups, some of them are processed crosswise by several people. The tags should be used here to…
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Did Pipedrive get rid of the / keyboard shortcut for search?
This used to be a shortcut but it's no longer working for me. Checking Pipedrive support documents I don't see any mention of this. Was the shortcut removed?
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Double Entry of Information -Frurstrating
Anyone else frustrated with double entry of information from the deal module to the contact module to the organization module? Is there a work around that can be shared? Why in the world would one have to enter the same address 3 different times? HELP..please.
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Use date in automations to start actions
What i want to do, is to use expected close date, or a custom field that uses date- as a starting point for action. i.e. deal updated- expected close date has changed - expected close date is prechosen? Sama goes with custom field that is in date format. Use case could be that i have a custom field "Validity of the…
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Add custom Activity "done" reasons
It would be extremely valuable if we could have custom Activity "done" reasons, just like we can add and customize Deal "lost" reasons. There is a ton of valuable insight we can gather by understanding why an activity was marked as "done". For example, was a scheduled meeting cancelled, a no-show or successful? Getting a…
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Merged: Commission field for products(or services) -
This discussion has been merged.