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Are there any plans to have an option to hide specific fields based on permissions if they are fille
Are there any plans to have an option to hide specific fields based on permissions if they are filled or not with a value ? There is a need where we would want to hide fields for example in a deal/person/org not to show certain fields but a manager could see them or admin. Completely hidden for lower users. Is there a…
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Merged: @! mention
This discussion has been merged.
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Merged: UPDATE on Specific fields for separate Pipelines
This discussion has been merged.
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Note-taking process in Pipedrive app makes no sense
Hello, I use the PD app to make calls while on the go. DURING my calls, I take notes. If the call lasts 20mn, and the person I talk to tells me figures, names, dates, etc. I want to write them down immediately. However, the Pipedrive app prompts me for notes for the call I'm on only AFTER I've hung up. I end up taking…
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Create a Tag or use several labels per contact
Idea: Create a Tag or use several labels per contact to create a history of events/email campaign/Linkedin message and facilitate my targeting and nursering This allows you to search in the contacts according to tags or labels with "and" "or" filters
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Feature Request
Hi, I wanted to make a feature request... not sure if this is the best place to do it.... Could you please make it possible for 1 activity to be aligned to multiple opportunities. Just to add context I work with customers on multiple opportunities at one time, and it would be great to not have to duplicate calls across all…
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Snooze feature
how about a snooze feature for deals?
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Report of Deal Products?
Hi We would need to separate our Deal values in, mostly, fixed retainers and sales commissions. I'm trying to implement Deal Products to handle this, see print screen. BUT, are there any ways to view/export this data? Eg, i would like to see all our Deals' commission value (not only the total Deal value). My preferred…
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Smart Doc (Google Slides?)
Hi Pipedrivers, SmartDoc is definitely a game-changer for Pipedrive business and Pipedrivers! Our request : * Can we include Google Slides in Smart Doc? Potentially equivalent to Google Slides. * Can we include Google Forms in Smart Doc? Potentially equivalent to 'Site inspection software' such as iAuditor. Feel free to…
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How to run reports on Contacts Module.
Hello Team- Hope you are safe and well. We are using the contacts module to track the leads who register for our free trial . We then enrich the contact with lead source and medium. I'm looking to run reports (insights) on contacts module by sources/medium but unable to find filters which allows us to do that. Any…
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Feature request: Pop out reply like Gmail
Having this would reduce the amount of manual scrolling up and down to check what was previously said when responding to emails in Pipedrive Having this would reduce the amount of manual scrolling up and down to check what was previously said when responding to emails in Pipedrive
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Can you make add products a mandatory field on a deal?
I would like to know if you can make 'Add products' a mandatory (IMPORTANT) field and also make the Item field mandatory for input?
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Add input field validation to web forms
Hello All, We are currently considering using Pipedrive webforms on our website. Nevertheless, we believe that there should be input validation, especially for email and phone number. Please see below what can be added as email and phone number. We are bit concern that enabling such webform on our website would possibly…
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Merged: Email formatting: can we add the option to have different colour font?
This discussion has been merged.
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ACCESS DATA IN READ ONLY WAY
Hi, I need to provide READ ONLY access to my users but there is not way to do it. If you assig a license the user can add, or modify data anyway. I'm trying with dashboard but there is only one option, public link without any protection. so the link can be share with anyone and anyone can read my information. Please,…
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Merged: Who would like to see @ mentions available across all Notes fields in all Activities, not j…
This discussion has been merged.
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Merged: Livechat falls short.
This discussion has been merged.
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Email opened / not opened as an automation trigger
How awesome would that be? * Email has not been opened for X days * An automation is triggered that sends a follow up email based on template and creates activity to call a lead after X days This would save so much time spent for checking, creating emails and activities!
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Deal Probability Drop Down Values?
Is it possible to add a predefined list of drop down values to the set deal probability interface? ie. I'd like to be able to limit the user response to say 10%, 25%, 50%, 75%, 100% It doesn't appear that you can, I'm just wondering if I am missing something. Thanks in advance for your help. Jeramie
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LinkedIn integration
LinkedIn is offering CRM integration with Salesforce and MS Dynamics. Any idea when Pipedrive will catch up? https://business.linkedin.com/sales-solutions/sales-navigator-program-guide/launch-program/connect-your-crm
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Enable/disable Leads
It would be nice to be able to disable the Leads section, especially since it's still in Beta.
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Webform analytics
It would be really helpful if Pipedrive provided analytics for the webforms. Right now the only analytics available are associated to deals. Currently we have to manually export the webform data to get those metrics and it would be much more convenient to have that functionality in the app.
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Ability to share a private filter with a single user in your company account
It would be nice to be able to share filter settings with a single individual in your company account in addition to the private & shared filter settings. With larger companies, not everyone needs access to every filter, but sometimes an entire group of people needs a group filter.
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What's on the roadmap for eSignatures?
Hi Community, We've been working on trying to automate our Quoting > eSignature > Invoicing process. Most recently, we had tried to do the first two using PandaDoc but it doesn't allow for the Pricing/Product table from an opportunity to pull through in a way we'd like. We realised yesterday that Sales Documents now allows…
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Merged: Right-click on email to archive or delete?
This discussion has been merged.
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Centralised email signature management - attempted workaround
Thought I'd share my efforts here for anyone looking to solve this problem...looks like a decent amount of people struggle with this as well. In an attempt at a workaround for centralised, email signatures, I made email templates for each of our sales reps for them to copy and paste within PD (copy and paste from Word,…
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Custom filter based on "notes" not possible
It is not possible to filter contacts included a word in notes (but notes ). Anyway PD search can find such contacts, but it is not possible to export such contacts. Here is also a misunderstanding -> there are 2 fields "notes" (markup and notes). https://sharing.pipedrive.com/YKyLIP
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Question: How to save incoming calls from new customers
I have a client who receives about 50 calls a day from new clients. Once he receive such a call, he opened Pipedrive app to do the following: * manually store the phone number as contacts in Pipedrive, and * add an activity to store the phone call history. You can easily guess how painstakingly tedious it is if you repeat…
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Spell-check autocorrect
Can Pipedrive please implement autocorrect or something, so that I don't have to keep fixing errors like "how was your dayy?", or "this ans that"?
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Email tracking from email client and notifications when an email is read
Suggestion: Ability to track emails directly from within Outlook and display a pop-up notification when an email is ready. Experienced this in Hubspot CRM and was extremely helpful.