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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.
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Calendar sync should also sync Attendees from the calendar events
Context: I don't use Pipedrive for drafting emails or sharing calendar availability. I know it has that functionality, but I use MixMax which is superior at those functions and others. I do sync all my emails and calendar activity to Pipedrive. Once a calendar event is synced into Pipedrive, I then use the Pipedrive…
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Ability to sort sent emails by whether they have been opened or not.
Ability to sort sent emails by whether they have been opened or not.
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Feature request: Create folders for email templates
We have a number of shared email templates now and it's getting hard to find the ones we want quickly. A simple folder format would solve that so it can be separated into the right places and not just be one long, difficult-to-read list. Something like this, for example: (Dropdown folder that expands/closes on demand)
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I'm losing data -- half-filled "Add lead" form closes without confirmation
Hi everyone, I'm adding a new lead, at the same time researching the lead, and filling tons of data about him into the "Add lead" form which includes lots of custom fields. Then I accidentally touch the "Esc" button and the whole form closes without any confirmation, making me lose 10-20 minutes of work. Also, sometimes I…
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Hi, can anyone advise what customer feedback methods you've found to be most successful? B2B company
Hi, can anyone advise what customer feedback methods you've found to be most successful? B2B company. Thanks
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RE-ENABLE FEATURE: Drag & Drop PDFs to E-Mails
Hi, As of several weeks ago, it is no longer possible to drag and drop PDF attachments to an e-mail, in the mail function. I distinguish mail function, because this feature is available if you try to send a new mail within a deal. I was told your engineers said it was never possible, but I've been using this function for…
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Translation Mistake in Trial Period Alert
Greetings, I'm reporting a Korean translation mistake in trial period alert. In English version, I don'see any problem. In Korean version, however, we have two issues: * According to the Korean date and time notation, Koreans expect to suffix a day with a unit '일'. But this translation puts a digit 0 in front of this…
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Lead Edit
Why is it not possible to edit leads in bulk? Or: Why is it possible to edit Deals in bulk? ...if you prefer it that way!
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Categoria prodotto
Ciao a tutti, sto utilizzando pipedrive Pro (trial) e sto cercando di impostare la categoria di un prodotto come required, ma non ci riesco. E' possibile in fase di inserimento di un prodotto impostarla come obbligatoria e non far proseguire se non la si inserisce? Grazie mille a tutti Andrea
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Multiple workflow templates into 1 custom workflow.
Can we use 1 trigger & make automation something like.... Every time an activity(A) is marked as done, create a new activity(B), once that activity(B) is marked as done, create a new activity(C), once the previous activity(C) is marked as done, create another activity(D). I would like to create an automation something like…
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Send automation-triggered emails from user that triggered it
It would be far more useful if emails triggered by a shared automation set the sender information to that of the user that triggered that action. For example, I authored a workflow automation to send emails every time an activity was added to a lead, but when any other user added an activity to a lead, the emails always…
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Leads inbox filtering is missing "label" option
Atm you can only filter leads with one specific label. Lets say you have labels "HOT", "WARM" and "COLD". If you want to see all leads with either "HOT" or "WARM" label you need to do that separately. It is not possible to see them in one view. It would be good if you could use labels in the filters just like in the…
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Having an add-on option for more workflow automations.
I've reached my add-on limit and have no reason to upgrade the accounts to another plan. It would be incredible to have the ability to upgrade the allowance workflows on an account as an add-on package.
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Suggestion - Retrieve all call details via API
Currently via the API, you can only return the call details of a single user using their specific API key. There is no way for an administrator to grab the call records of all the users for external data processing. When we are performing campaigns or training, it would be very useful to be able to query this data so we…
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Support || What is work-around for missing filed on Contact Sync ?
Hi Pipedrive CSO, First, i want to say that i pretty impressive with the practical design of pipedrive. I try both Cloze and PipeDrive and PipeDrive have much better UX. However i encounter the crucial flaw on Contact Sync (that i think not hard to fix in term of programming). Please guide me work -around or very near…
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Highlighting Deals
On the Deals overview screen I know there are green flags, amber warnings, red and grey. But is there any way to actually highlight certain deals specific colours? Seems like it'd be such a simple feature but so helpful?
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Editing User Profiles
Hello! I think that Admin Users need to be able to edit the profiles of other Pipedrive Users in their environment. I would like to upload a photo for each of our Users, and would like to fix some names and emails in accounts, and unless I have that person make the change, this cannot happen! As an Admin, it makes sense to…
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Multiple Deal Owners/Shared Deal Ownership
Would be nice to be able to have multiple owners/shared deal ownership so that it shows up in more than one person's pipeline. Often times you'll be working with 1 or more other people on a job. You could sort by deals owned by x or y but then you get all the deals they are working on when maybe only a few are relevant to…
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Requesting a feature! Recurring items you can set for any interval! Thank you!
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Updating timestamp in Smart Docs in Pipedrive user's timezone
Currently the timestamp captured in signed docs + audit trail is in UTC+0 timezone. For Pipedrive user (who triggered documents to request signatories) who are in other timezones with UTC offset, we will have to +/- UTC to capture correct time of signing. E.g. Kuala Lumpur, Malaysia is in UTC+8 while the signed docs are…
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Merged: Feature Request: Custom Fields, that apply only to certain pipelines
This discussion has been merged.
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Postal Address under Person
I can neither delete this field in Pipedrive nor can I access it in Zapier to write data to this field. As a result, I have to create another Address field which I have to use to write to via Zapier.
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Forecast goal product design issue
When Goals launched, it was quite a good upgrade and it worked (for the most part) fine. However, last week, Pipedrive decided to make an upgrade which basically ruins the "Forecast Goal" view. After the upgrade, it shows the "Won Deals" above the "Open Deals", with the forecast line staying the same. Because of that, it…
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new role - superadmin or more permission to userlevels below the admin level
Hi folks, in our case, I am responsible for implementing and adjusting pipedrive according to our sales processes. Therefore I need to be in an admin role. Naturally, my boss also needs an admin role in order to add new users or to manage me (e.g. I leave the company or something else). Problem is: As an admin, I easily…
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One Person several emails
Hi Folks, how are you handling the following circumstances? I am pretty sure that I am not alone with that. I am a Persone that has several email addresses in a company. (please do not argue why it is.). Lets say I have karsten@company.xyz and kb@company.xyz I understand that I have to buy a second licence (please PD…
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Monday.com + Pipedrive integrations
My team uses Monday.com for project management. I'd like to sync a Pipedrive pipeline into Monday using the Pipedrive Integration but it doesn't appear that I can sync a pipeline "stage" to a "status" column in Monday. Anyone else encounter this or something similar? Thoughts on a solution?