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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.
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Suggestion for Leads Inbox
It is good to have a list of leads, but having to jump to another page to send an email is not very convenient. Could we be able to send emails via the leads inbox in future?
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New field types
Could you please indicate if you are planning to add some more field types like computation/calculation fields? For instance, adding the square meters (m²) (a) and the price per m² (b) results in the calculation field being updated = Rent per month (c). a x b = c
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Web forms - form completion redirecting to another url
I would like to suggest a feature in the web forms functionality. Which currently I need and is preventing me from using the pipedrive web forms functionality. My feature suggestion is that when the person filling out the forms clicks on the complete/send buttom they are sent to another url instead of seeing just a message…
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Allow for detailed address editing in the organization view
Currently, the address field in the organization view (page of an individual organization) is show as a single field (full address). The only way to edit address detail fields is in list view, which is a major hassle in my opinion. Two possible solutions: * Add the ability to add address detail views in the organization…
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Merged: Notifications
This discussion has been merged.
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Insights Dashboard - allow internal viewers to expand data
We are using the Insights link to share data with external contracts. This is a great feature, but it would be eve better if someone other than me could click on the items within the dashboard to expand the data. Is there a way to share my Insights Dashboard with other users in the company? (aside from the shared link…
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Convert Deals to Leads
Loving the new Leads tab - about time. I was just about to create two pipelines to separate my sales function into warming up leads and those converting that warmed up lead into a client! I have got hundreds, no probably thousands, of Deals that I want to move to be Leads. I reached out to support and was told: 1-Export…
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Merged: Google Meet integration in activity
This discussion has been merged.
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Email Attachments
Hi everyone if you are emailing a customer from a deal and you what to attach a file that is also in that deal how do you do it with out downloading it first ? I have tried to drag but it doesn't work for me
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Deal visibility in Pipeline view for deals I follow
Deals have a single owner, but sometimes others contribute to deals - these users are always followers of the deal. Would be very useful for Deals where the current user is a Follower to appear in the Pipeline view (potential flagged as Followed vs Owner deal).
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Fix currency conversions when deals are won
Hi, when different currencies are used, reports automatically convert deal value to the default currency of the Pipedrive account. This works well and is very useful. However, when a deal is won, it would make sense that the currency conversion would become fixed with the converted value from the date the deal was won. It…
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Logo on Webforms
It would be nice to have an option to insert our Logo on our webforms
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How do you format the text in the signature block? (my signature in footer)
feeHow do you format the text in the signature block? (my signature in footer) Why no WYSIWYG editor or am I missing it? Pipedrive is an awesome CRM so far. I am a newbie, but the interface is the best out there. Thank you for any input.
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Task/delivery/project management in Pipedrive.. need help?
"Edit: We've found enough people to interview, thank you all" We are researching how we could help our customers better with managing their tasks/projects within Pipedrive. 🚀 Do you think we can do better in this regard and do you have 20-30 minutes to talk, then please book some time with me for next week via this link.…
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Using Aliases / Shared inboxes
Hi guys, We have shared inboxes on googlemail and aliases, they let everyone see when important messages come in. We can receive those messages now into our Pipedrive emails, but we can't reply from those shared emails... If we want to reply from a shared email, we have to do it outside of pipedrive. This also means the…
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Auto Save Feature
Hi, Is it in the roadmap to develop an autosave mode for the notes taken in the activities notepad ? (I forget too offen to save my notes after finishing a call and I loose it...) Would be great :D
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Help on managing a project which runs across several months, in different countries.
We win large projects which run across several months. We're looking for help on how to forecast these projects by month across their lifetime. As an example: We win a contract with a chain of fast food restaurants for the supply of all their tables and chairs. The contract is estimated at £1m for 2021 but it is spread…
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Bulk Transfer of Deal Ownership
Hello - Is it possible (or can you please make it possible :-) to do a bulk transfer of deal ownership? For example, I am taking over a sales territory. The current owner of those deals is moving into another role/territory. He has several deals and I would prefer to transfer them all at once to me if possible. Thanks!
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Merged: Custom Detail fields by Pipeline
This discussion has been merged.
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Option to choose default currency per pipeline
We use more than one pipeline and the option to have a different default currency per pipeline would be very beneficial.
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Download Smart contact Data in bulk
Hi Development Team! It would be amazing to be able to download the smart data contact information all at once to my laptop instead of adding manually one by one all the information to our contact info. This would save me a lot of time, and I'm sure I'm not the only one! Thanks a million!
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Tracking Upsell busines VS New Business
Hi Community. I'm looking for help on how to track Upsell vs New Business growth. First questions is how to log this in pipedrive effectively? Second questions is how do I create reports for this? For example I want to see how much our business has grown from new business customers and how much it has grown from upsell…
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Customize Scheduler
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Is a Customer Portal Possible Through Pipedrive?
We are looking for a way to add a customer portal. We already have a form where a customer inputs their information, then we can send emails and invoices to them through Pipedrive. However, for the customer portal we would want the customer to be able to fill in forms, make payments, view their account information, and…
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Branches of Organisations
Hello there, I'm trying to integrate the branches of the various organisations in Pipedrive. It's important for our work, because we do not only have deals for the whole company (organisation)but for their single branches. But i could not figure out how's the best way. Are there any plans from Pipedrive to make a third…
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Update to Adding Contacts is now more time consuming and requires several more clicks - not happy
Using Pipedrive everyday to add contacts to companies, I have noticed a recent update that is frustratingly inefficient and in my opinion unnecessary. Before the update, I would just click on the"+" button to add a person which would bring up some person fields for me to fill out.. perfect. Now when I go to do the same, a…