-
How to diferentiate a deletion from a merge
I want to be able to quickly check if a item in the trash (i.e. Deleted Deals filter) was a result of a merge or was deleted by accident. I tried to build an automation to help me detect that, but I could not find a way to differentiate a merge from a deletion. Please let us differentiate them. It is very important to…
-
Hello Pipedrivers. I would like to add a suggestion in regards to the single option and multiple opt
Hello Pipedrivers. I would like to add a suggestion in regards to the single option and multiple option custom field. I miss the possibility to disable the (none)-option. I don't know about you guys, but I experience that when the (none)-option is there as a default, users will not have to take a stand, even though I make…
-
Filter on company , see turnover belonging to this company's
@Mike van der Valk could you please get back to me on the following. As you can see in the image below i have made a filter field names Oude Klant. Hereby i can filter to see witch costumers belonged to my collegae and are now linked to my name. I can't find the option in PipeDrive to see the turnover that belonged to this…
-
Please allow Dubb Video in the Campaigns
I wanted to check in and see if I can inspire the ability to add Dubb videos to the campaign templates, The creation of the template the video can be dropped in without any issues, however, once the template is saved the video is blank, I would love to have the ability to add a video feature just like the email template…
-
Suggestion
Just a suggestion of having an option to exclude days from rotting filters...maybe a "weekday only" option or something to that effect. Would be huge for the way i've got our team pipe set up
-
Automating Linking of email?
I was wondering if anyone has a working method of associating emails with deals by parsing the subject line? (or any other email field) We sell online and feed all orders into PD. We also communicate extensively with delivery partners and use the customer's order reference on all correspondence with customer and suppliers.…
-
Email Enhancement Request
https://app.vmaker.com/record/cz4fOrEYoEJ2vHNt
-
Automatic deal linking for deal participants
It would be great if the automatic deal linking function worked for all the participants in a deal, and not just the primary contact. We often search for leads in a target company by pinging 10 or 20 different employees. To have our sales team have to manually link these contacts to the deal is laborious and is often…
-
Making the Chatbot more personal with emojis?
I'd love to have the possibility to add emojis to the chatbot to personlise and set the mood in the chat! :D Is there anyone else missing this?
-
Pipeline/Stage bulk update in list view
I would suggest to restore a simple but useful feature: in list view bulk updating the pipeline/stage box always start with the first database row of available pipeline, instead it would be nice to show directly the pipeline where most deals are already. It's simply a feature in micro-operations, but if list views are used…
-
Products not loading in new invoices being created in Pipedrive
Hi all, This might help some others. If you have the Products module ENABLED but do not use it, and instead use the Xero inventory, you will find today that it no longer fetches autocomplete data when typing your products into the invoice creation form. If you want to use the Xero inventory to populate your invoices via…
-
Chatbot feature request
I have been using the chatbot tool on our website. It is great, however I do have three features that I think would help tremendously: 1. A button or link to restart the conversation for the web user at any point. There can be problems if the end user decides they don't want to go down this path and are stuck. The only way…
-
Feature Request - Chatbot flow-chart link to previous sections.
Hello. I'd like to request for the Pipedrive Chatbot flow-chart to have the ability to link back to previous questions. This is a rather common and central feature for most chatbot software. Currently once a conversation completes you can only leave a sign off message. If the user has any further questions they need to…
-
Looking for advice on accounts software integration? Quickbooks, Xero, Sage, Other?
Currently using quickbooks but would be willing to change accounting software if integrations are not the best with this software. Looking for an accounting software that Pipedrive can feed all contact (for 'won' deals that end in an invoice) & sales information (invoices) through too. It would be useful if the accounting…
-
Export payments for relevant month
Hello! Every month I am exporting deals for relevant month to be invoiced based on the payment schedule, but the value shows full deal value. I am wondering if or when it would be possible to export the deals with relevant payment schedule based on the month?
-
💸 How about emojis for Deal Stages?
I love using emojis to add impact to my sales processes. Eg. My website leads arrive with '💸 New Website lead!' - so the cash emoji gives me a certain emotional response and desire to respond. I tried adding emojis to my deal stages a while back, but it broke Pipedrive and an engineer had to remove them manually. Any plans…
-
Insight improvement
I want to be able to generate a report on Products sold, by value and "product family". Tricky thing is, "product family" is my custom field within our product range, so its not possible to filter the report by custom fields. Same goes for generating a report based on who the "end user" is, not the client. Really hope this…
-
Suggestion: New Data Field of a Button
An option to add a data field of a button where we can insert a link using dynamic fields behind it.
-
Updating participants from Offer creation page
Hi developpers ! Would be great to be able to add participants to an offer directly from the offer creation page !
-
Possible improvement: linking Leads to People
When in Lead view, you can see which person the Lead is linked to. However, in the Contacts / People view, that same person should also have a link to the Lead he(she) is involved with. There are at least two reasons for that : * If I forgot the person was already linked to a Lead, I'd be creating anew Lead (duplicate)…
-
Privacy Policy on Webforms (GDPR)
Are there any news about the possibility to add a checkbox in webform to be compliant a GDPR Privacy Policy in EU?
-
First activity date/time
Hello Pipedrive Team, Just wanted to reiterate my proposition to create a column "First activity date" for the deals filters. I proposed this a year ago already. All the inbound leads coming from our website are automatically and immediately integrated to Pipedrive. It creates a deal in the first stage of the Pipeline.…
-
Turn off auto-created activity when marking previous one "done"?
Hi - I'm setting up a bunch of automations to create specific new activities once a user completes an activity. (example - once you send a LinkedIn invitation, the next step of sending an InMail 2 days later is auto created, general stuff like that). The problem is that PD automatically pops up a new blank activity as soon…
-
Workflow Automation: Transform Data from Fields
It would be immeasurably useful to be able to transform and populate data into fields through automations in a manner similar to what is seen in the use of Zapier's 'Formatter' function: Example of using Zapier's 'Formatter' app to generate a value from a Pipedrive Deal title, replacing spaces with '%'. While adding such a…
-
Assigning multiple labels to an org record
I wish to assign multiple labels to a single organisation record (that org may be a customer, VIP and have an open support issue, for example) - however I cannot change the label field from a single select option to a multi-select - this would be really really useful!! Any way to amend this or plans to allow this moving…
-
Goals Dashboard Report
HI All, I noticed that PD will divide an annual #Goal (Target) by 12 (months) which won't work for us as our team's goals change (ie over December and January, they get half targets/goals, when they are new and have just joined, their target slowly grows over the first 4 months), however if I set their goals manually on a…
-
INSIGHTS: Adjusted goals amount (instead of same goal amount for each month/quarter)
I would love to be able to have adjusted goals per month/quarter in the goals feature. We have different revenue goals each quarter, (our year's sales fluctuate) so being able to manage those correctly on our goals report would be awesome (as opposed to taking the annual goal and just dividing it by 4). For everyone else…
-
Suggestions: Check Box when deal phase changed
Hi there, we would love to have a function of a "check box" for tasks, when a deal is moved to another phase. So we can set tasks that will have to be done before moving the deal in a specific phase. For example: Deal 1 -> moved from phase "sales call" to "quote" Then a check box will appear where I have to confirm tasks…
-
Make Additional Shortcuts / "Quick Actions" available
It would be great if there was the option to program/customize additional shortcuts into Pipedrive. For instance on the leads tab, you have to click the lead and then click to expand any notes within the lead. We would love to add a shortcut that will automatically expand all notes when a lead is open. Alternatively, it…
-
Pipeline Feature: Total Won Deals & Lost Deals
Hello, I know this is available through Insights and Reporting but having this right in your Pipeline would give clearer picture to each user as to their current standing and to work on improving their Won to Lost ratio. Example: >> Qualified >> Contact Made >> Demo Scheduled >> Proposal Made >> Negotiation Start >>>>…