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Delayed email in automations
Now that we are enjoying the beta version of delayed email ( wonderful feature), it would be great if this feature could be available in the automations. For example, when I add new contacts, I send an automatic presentation email, but I would like these emails to be sent at a specific time according to the time zone of my…
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New Default Fields for contacts
Hi @Manuel Oliveira Today i’ve noticed that Pipedrive added new Person Default Fields… (ofcourse after a dozen phone calls from my sales reps asking "why did you do that?" - had to do some explaining there that it wasn't me ;-) ) I know that adding those (and aspecialy as Default) had some deeper meaning, but it would be…
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Scheduler Improvements
Two suggestions for the scheduler functionality: * Have a private and public scheduler name field. For example, I need separate availabilities for people in the US vs. those in Europe but calling it out in the name field seems weird since the prospect will see it in the event name once the invite gets sent. * Allow for…
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Show deal count in Contact / Org List
Hi, Mostly for cleaning up the database, I would like to be able to see the number of leads against a contact or organisation - in the same way that we can see Open, Closed or Won Deals. see image
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Chatbot & Livechat
You guys can't possibly get this wrong. Especially the LiveChat, hundreds of companies are out there and you guys are smart. Here are some of my recommendations on this section because it definitely needs work. * If you are confident in your LiveChat & chatbot you should not be using Intercom, don't expect people to use it…
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Option to disconnect mails as admin
Hi, in 99% of all cases pipedrive does the right connection between incoming mails and open deals. In my weekly quality check i find up to 10 mails with a wrong connection. Unfortunately most of them are made from the inboxes of my colleagues. As sys admin i want be able to disconnect this wrong connections instead of…
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Verbally adding notes to Deal on Pipedrive web version
We can verbally dictate notes into the Pipedrive app for Deals (really like that feature!), how come there is no option to do so on the web version?
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Pipeline Selection changed to Tabs
In pipeline view, I would like to see the pipeline selection pulldown scrubbed and changed to tabs. You can still keep an edit/new button but the ability to have each pipeline as a tab would make switching back and forth between pipelines so much more efficient. There would seem to be ample screen real estate across that…
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Link and open tracking directly thru emails sent from Gmail
Is it possible to send emails directly from Gmail and enable link and open tracking from there instead of sending emails from Pipedrive with an extension? I know that Hubspot has this feature.
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Multiple labels needed
It would improve on our workflow if there would be the option of adding multiple labels to deals and persons. Thank you!
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Hi. Wondered whether there could be an option to label a contact's phone number as "Direct"?
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Customize Product Fields in a Deal
Hi All, Just wanted to put a quick note in to let you know that it would be amazing to be able to customize the product fields displayed when adding existing product to a deal. My company's products have enough variables that's it's hard to differentiate between products with the available fields (item, price, quantity,…
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Product reports
It would be nice to have an Insight that displays how many products I've sold and for what price (so I could see how much money I've made by selling apples and bananas this year, etc.)
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Atribuições dos assinantes em um documento do Smart Docs
Acredito que seria muito interessante se pudéssemos definir a atribuição de cada pessoa que irá assinar um contrato a partir do Smart Docs do Pipedrive. Como temos uma página que valida a assinatura eletrônica, nessa mesma página poderia vir a atribuição do assinante como, contratante, contratado, testemunha, etc. Dessa…
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Create permission to restrict access on changing account (organization) ownership.
It would be extremely beneficial if you would be able to restrict access below admin on users being able to change the ownership of an organization.
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Campo de dados obrigatório personalizável no plano Avançado
Bom dia! Sou usuário recente do Pipedrive, migrei de outro CRM e estou gostando muito da ferramenta. No entanto quando finalizei meu período de testes e comecei a usar o plano Avançado percebi que ficou faltando uma função muito importante. * Não é possível personalizar os campos obrigatórios. Para mim isso é muito básico.…
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Olá, Gostaria de deixar aqui uma sugestão, para que disponibilizem a visualização do calendário no p
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Feedback: Hide/Organize default data fields we don't need
In settings, data fields it is possible to add or hide some fields but not the default one for example, when I create a new deal, I have some field I don't necessarily personally need that take space for nothing example : * Organisation * Value * Probability * Owner * Visible to Those fields, I can't reorganise them or…
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Pipedrive workflow ? 🚀
Hello Everyone, PipeDrive team ! 👋 I am actually using SmartDoc for my (PO) Purchase Order. We are sending the proposal to our client, if the client accept the proposal. Then we are generating the PO through SmartDoc, very useful ! Actually, I am joining @Konrad Job 's Idea for having a workflow possible in PipeDrive. Once…
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Smart Docs - What's planned?
Hi Pipedrivers! I was wondering, what the longterm plan for Smart Docs is - will we be able to set up text fields, or even Spreadsheets, that the customer has to fill out (i.e. like PandaDoc)? Only Text and Pipedrive fields is not enough to build an decent Document in many cases! Thanks in advance. @Inês Batata
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Feedback: Can new reports be added at the bottom of the dashboard?
With the current setup, we have to manually drag the report from the top to the right place, thus making it a required activity every time we add a report.
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Google Analytics goal trigger for Pipedrive form entries
We have switched our own webforms out for Pipedrive forms. The experience has been great: easy to setup and much less spam now. However, we seem to have lost the ability to register a Google Analytics Goal when someone fills out a form. Does anyone have an approach/solution for this, or would this be a genuine feature…
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Product Improvement Suggestion | Brazilian Vendors --> Help us!
Product team! The pipedrive bills in dollars here in Brazil, which makes your tool very expensive for the reality of many companies, 90% of companies in Brazil are micro and small companies, and they are the ones that employ the most, and the ones that most need management processes to grow and be more competitive. However…
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City System Field
Often we find that the address system field can be helpful, but clients prefer to use a custom field to identify the city/county based on a government list of some sort. It would be good if Pipedrive would allow for City/County system field for any type of area in Pipedrive. to help identify locations better Thank you!
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I would love to see you allow us to purchase different user levels for different users. As in some
I would love to see you allow us to purchase different user levels for different users. As in some users at professional, the rest at advanced, etc.
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Merged: Pipedrive Manager options
This discussion has been merged.
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Inbound Sync Only
I'm looking to sync my calendar one-way—events on my calendar should appear inside of Pipedrive—but nothing from Pipedrive should go back to my calendar at all. The reason is only part of my job is sales, and I'd like to track activities that are sales related, but not ones that activities, but if I delete an event in…
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Would it be helpful if there was an option in 'Filters' to 'Select All' or 'Unselect All'? This way
Would it be helpful if there was an option in 'Filters' to 'Select All' or 'Unselect All'? This way you can build a filter that can be customized without have to add or remove conditions...
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Feature request: Tree-like Workflow Automation
I really like to see the following feature: tree-like WA. EG: Trigger: New deal created. [condition] if [new deal = stage A: do B, C and D. if [new deal = stage W: do X, Y and Z. In this case, it would save time and effort of re-creating the automation for the W stage. For me personally, it would be a massive time-saver,…
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Does Pipedrive have any plans to create a ticketing system for customer support? Like Hubspot Ticket
Does Pipedrive have any plans to create a ticketing system for customer support? Like Hubspot Tickets. We would find it very useful. Would anyone else? If it is not on the agenda - what is the best service ticketing software to connect pipedrive with?