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Automate Report Exporting
I would like to suggest the feature to automate data exporting via the current automation system. Today, I have to go daily to the business tab, filter, and manually export the filtered results. I use the exported data to perform some internal analyses and cross-reference the data with other spreadsheets that I have here.…
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Automatic duplication of Notes
I often find that I write information in the Notes section of one Deal that is relevant to another Deal - it would be useful to have a 'copy' or 'duplicate' function that would automatically copy that Note to a second deal. Currently, I copy and paste it but if there was an option to attach the note to another deal this…
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Job Title
Job Title is an important field for us. I was able to add it as a custom field but there are numerous places where we need to see it including leads inbox, "people tab" of contacts, "people panel" of an organization, "participants panel" of a deal. Can we get the job title to appear in the participants panel of a deal and…
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Bulk Edit Custom Fields for Leads
Will we ever be able to bulk edit custom fields within our Leads dashboard?
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Leads Feature, Add Files
It would be great to add files in the Leads Feature. We tend to find leads from data mining and link the PDF files to the project for proper tracking. Currently we can only do this in the Deals feature, which is forcing us to have "leads" in both areas.
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Create Email Activity from Email
We are tracking Activities from our sales team. However, sending an email from Pipedrive does not allow the option of creating an email activity. Nor is it possible to send an email from the Email activity type. This forces our sales team to first create the Email activity, then send the email, then mark as done. Is there…
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Automatic EXPAND the NOTES in the Deal History
Hi all, It seems that Pipedrive has changed the behavior for the presentation of Notes in the feed of a Deal History - now by default they are collapsed, meaning to see the notes and quickly get up-to-date with the Deal's status you have to do extra clicks (sometimes in several Notes until you find what you need).…
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Google Maps Integration
I know the Google Maps are somewhat integrated, but you cannot do route planning like you can natively...and I don't want anyone to be able to export my database.
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Multiple calendar views
An option to select different calendar views to show a day or week or month. This would help to get a high level view of the week or month.
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Project Map functions
Hi I woudlike to suggest the "Show on Map" function that is available in the deal list view is reflected to the projects list view. It would also be useful to have the instant map view option in the Project Details too.
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Filters - Include/exclude filters or groups of expressions
We have several filters that need the ability to nest groups of expressions. For example, we have a filter that pulls all active clients based on an "end date" custom field in Deals. It works great. However, we cannot do the opposite - exclude that same list of customers from a filter because there is no way to exclude a…
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Copy URL to a Lead Filter
For Contacts, Organizations and Activities, when I create a filter, I can simply copy the URL and share it with a colleague, for them to open the exact same filter directly (provided it is a shared one). For Leads this does not seem to be possible, because the filter id is not in the URL. I always have to tell people to go…
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Design Mail Inbox - Mark all as read buttom
I don't know if anyone else had the problem, but several times I have commited the error to mark all my mails like read in the Pipedrive inbox. As many, the knonw read mails are the ones for me I have not answered, so that brings me a lot of trouble. The design of the "mark all mails as read" buttom doesn't help a lot, as…
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Can't change "unsubscribed" marketing status
There are many cases that we should be able to change to marketing status from unsubscribed to subscribed again: * user just unsubscribed from a specific newsletter and not ALL of them * missclicked the status while editing contact details * customer decides that he wants to receive newsletters again Hopefully we will be…
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Smart doc list View templates
Could you please add the list View in smart doc. The grid view with no preview makes no sense. Please take us on your way. Thanks for all the timesaving Features.
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Search via a URL with query string
I find myself having to search PipeDrive for company names from information in other systems. The Smart Search is great and usually gets me what I need, but I can only seem to be able to do this via the search input box directly in the PipeDrive UI. It would be very helpful to be able to launch a tab to PipeDrive from…
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Link Reports/Insights to Email Subject/Templates
Hello Pipedrive Community! My role is mainly focussed on marketing, and involves strategy planning based on email performance. Although the feature to track emails is useful, it would be great to create reports based on particular email templates (or subjects) in order to compare how well specific campaigns perform.
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More than one Label
Is there a way to have more than one label per contact?
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Anwser to mail shared with me when i am not part of the conversation
Hi, We just put in place the full sync of mails in our comapny and our newly arrived commecial was hoping to work without outlook. I have read in Pipedrive help that you can t answer nore transfer a mail if you're not participating to the conversation. Am i the only one to find that too bad ? 🤔 We work with a team of…
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Automations controlling marketing subscription
This would be incredible for me and avoid the need for Zapier. Allow automations to change marketing subscription status so that we don't use up our subscriber limit unnecessarily for people that may no longer be needed for campaigns etc.
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Sorting by Custom Fields for Contact Reports
It would be beneficial to include a feature that allows users to sort Contact Reports based on Custom Fields. Currently, it appears that sorting is limited to a set of predetermined fields. By allowing users to sort by their Custom Fields, users would be able to tailor their reports more specifically to their unique needs,…
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Custom "Insert Field" in Email
Hi, I would like to write up a custom "insert field" for sending out emails via pipedrive. Not the same way that you can click on a data field and it inputs it, but rather it would be as if you are creating a template but rather it is just a field that can be added into a template. For example, if I was to send a list of…
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Shared Email Sync - All mails will be shared if recipient (I) is a contact in pipedrive
Shared: "Email conversations will be visible to other users only when they are linked to Pipedrive items." Toggling this setting makes all email shared. Because I (the recipient) am a contact in our pipedrive. I would like to just share mails where the mail is attached to a lead or deal.
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Extended Delay Duration Limit for Automation
It would be greatly appreciated if the maximum duration limit for automation delays could be extended. The current limit (3 months) may not always accommodate the real-world timing of certain business processes. An increased delay limit would provide users with greater flexibility to align the system with their specific…
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Flexibility in Choosing Email Sender for Automated Actions
Providing the option to choose the email sender for automated actions would allow users to maintain consistency in communication and customer relationship management. This feature could help in maintaining the context, ensure proper branding and even help in managing different departments or team member's communications…
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Automatic Attachment of Products to Deals when Importing from Excel
The ability to automatically attach products to deals when creating them via an Excel import would greatly improve the data import process. This would help users save time, improve data integrity and streamline the process of setting up deals, especially when dealing with a large number of products.
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Auto-Synchronization of Scheduler with Calendar
It would be very beneficial if the scheduler could automatically synchronize with the user's calendar. This feature would streamline the appointment setting process, ensure consistency and accuracy, and reduce time spent manually updating both the calendar and the scheduler.
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Import lead labels
Currently it's not possible to import labels when importing leads. We have some automations running based on labels, it would be useful that we can import them directly.
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Project insights and analytics: cancellation reasons
We use our project pages to manage our active members (deals we have closed and converted to members). When a member cancels their account with us, we cancel their project in pipedrive. It would be helpful to have insights dedicated to project length and cancellation reasons. Ideally, we would like to be able to create…
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Time zones for contacts/companies
I have seen others comment that they would like to see time zones so they could, for example, segment call lists. I have the same request. It's really not that hard to integrate, as there are easily available lists of telephone area codes and time zones in the US/Canada (for example:…