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Shouldn't the deal value reflect the Products value, or the recurring revenue value?
It would seem simpler to keep deals updated accurately by having the products selected, or the recurring revenue update the deal data. Perhaps I am missing something, but I can't seem to get Pipedrive to update deal values using things like subscriptions.
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Email tracking notifications not in sync with PD sent mail
Sent out my first batch of about 80 emails today with email and link tracking enabled. Looks like the notifications however are not in sync with what PD mail is showing. Notifications showed some opened the email and even clicked a link, but in PD sent mail, they are not flagged at all. Not sure which is correct although…
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What if you can bring contextual information to your Activity List View? Leave your feedback here!
Activity List View with Contextual Side Panel
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We should be able to export the dashboard to Excel and PPT
We should be able to export the dashboard to Excel and PPT.
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BULK EDIT - there should be an additional option to "Add new and keep exist values".
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Email history to remain in Deal when deleted in the source
Hi There, Is there a way for the email history of a deal to stay within there once the email has been deleted from the source. It wouldn't need to stay in the email tab in pipedrive but the full communication history would be very helpful. We can archive currently but there will be a time when we need to delete emails due…
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Limit who sees the chatbot by IP or by Wordpress Role
Hi, I would like to be able to hide the chatbot for users by IP address so internal users visiting the web site don't count as hits, and don't see it and end up opening leads by accident. Also, if I'm logged into wordpress I don't want to see this. With the Divi theme the page editor has the chatbot in it also, not sure…
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"Pause" or "On hold" deal status
It would be great to introduce "Pause / Oh Hold" deal status. Especially during COVID-19 pandemic when there is so much uncertainty and a lot of deals are truly on hold.
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Starred / Important Contacts
In some organisations we have up to 20 contacts and not all of them are highly relevant. In the people list view it'd be good to "star" the key ones so that they are highlighted.
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Adding Products to a DEAL
Hello Community, Everything NEW needs a bit of work. Hence I have a few suggestions which will likely improve users experience with Products adding to a deal process. * products do not appear in alphabetical order (I guess only in order they had been created) which is inconvenient when am prepping my budget because line…
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New default field: country (list of country ISOs)
We identify our client's location to better qualify them and offer them a better service. For this, we're using a free text field "Country ISO" at the moment. This brings different results - as we do not have a pre-existing list of countries and their ISO2's at hand, the entries may be GBR or GB, or US or USA. A dropdown…
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Option to hide "We're powered by pipedrive" in LeadBooster chat window
We are using the new LeadBooster chatbot on our website. We would like our chat window as clean and distraction-free as possible. Therefore it would be nice to have an option to disabled the "We're powered by pipedrive" message in the chat window. Especially since is a paid for service it would be nice to have the chat…
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Pipeline Management with channel/partners
Hey! Been wondering if anyone here knows which are the best practices - if there are any - for using Pipedrive as Pipeline management with channel/partners.
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dependent fields visible in detail view/side bar based on fields used/selections made
Would be great to have this feature considered, if it wasn't already mentioned: Say I have a custom field called "source" of the contact. It's a multi option field. I choose "referral". Based on that, it would make visible for entry additional dependent fields. Otherwise those dependent additional fields would be invisible…
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Can we use Pipedrive to manage customer support tickets too? We want to use single tool to manage, c
Can we use Pipedrive to manage customer support tickets too? We want to use single tool to manage, customer data is centralized and updated.
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Email tracking icon not visible to colleagues
Hi, We have set the tracking function as default but when a new deal is created and mails are sent, the email tracking information is not visible to a colleague, only to the sender. Is this a known issue and is it in the feature stack for coming releases? Kind Regards Tim
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Add one way contact sync from Pipedrive to apps
We should have the ability to have a one way contact sync from Pipedrive to supported apps (Google, iCloud, Outlook). It's pretty frustrating when you have all these features but remove the most basic items we need. The current integration only supports 2 way sync or 1 way sync from app to pipedrive. A major point of…
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Xero pulling client debt/value to PD
A few years ago I used another CRM with Xero API and it showed the clients outstanding balance, broken down into due and overdue. Its a basic thing, but very helpful to see within the CRM. Is this possible in Pipedrive? Right now, the app seems very basic and only makes quotes? Kind of pointless if I then have to go to…
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Measuring CHURN/ARPA via subscriptions/recurring revenue
Hi, As SaaS company in a scaling up stage, we have almost 200 subscriptions added to PD. We were so thrilled this feature was added. Thanks for that. At this stage we are experiencing more and more the limitations of this feature. In general we'd like to have much more insights on the history of a customer's subscriptions.…
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Deleting/hiding default fields
Hi! Is there a possibility to delete default fields? By deleting I mean not having these fields shown anywhere. Currently, there seems to be a delete option for some of the default fields (eg. Latest web visit and Linked web visitor), but the fields cannot actually be deleted (nothing happens when clicking "delete".…
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prospector (beta) - leads inbox
I have notice the new prospector (beta) in the Leads inbox, and it looks brilliant I went to check on the knowledge base info and notice that only admins will be allowed to move these prospects to Leads. it would be great if we could have the option to allow some regular users this option Similarity to the access options…
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Activate visability for notes
Hi I would like to have the option to make my notes available to certain teams or users on Pipedrive.
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Pin Files to top
As we all have documents that give us a better overview on the deal at hand. I think it would be really helpful if Important files could be pinned to the top, just like notes (or even to a sidebar).
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Report to understand # of deals entering a stage for the first time
Hi, I'm trying to use the Insights reporting and specifically the Deals Progress report to identify which deals entered into a certain stage in a given month. For example, we have Stages named Active Lead --> Engaged Lead --> Decision Maker Engaged. I'm interested in seeing how many deals are going into Engaged Lead from…
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Integration of webforms and scheduling
It would be neat to see an integration between webforms and scheduling. I currently have a lead fill out a form on my site and then redirect them to a 3rd party scheduler so that they can view my team members calendars. From here they can book an appointment, but they have to fill in their info twice. It would be great for…
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Marking leads as lost or not relevant
Hi, How are users of the Leads functionality processing leads? What are options to note the quality of leads or to categorize them? Right now, the only option is to either convert a lead to become a deal, or to archive the lead. Will there be options to add a reason for archiving, or add statuses for leads as well?…
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Leads to be fed from a webform.
Love the new leads feature, although it would be great if the webform could feed leads rather than deals. This would make this feature a lot more useful. The Webform only being able to feed deals has been a problem for us as not all webforms entries require a deal, they only need a lead or even a contact to be added to the…
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Possibility to add Leads via API pls
I'd really like (actually badly need) you to make it possible to add leads into the Leads Inbox. And while you're at it, request no2 is to make it possible to have a default sorting by latest added (on top), within a label (you alreday have label filter, that works). Big thanks in advance.
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Organization Address Fields
Hi -- I'm a little confused about how Pipedrive maps from the "Complete Address" field to the "Discrete Address Fields" (e.g. Street, City, State, Zip). My immediate need is that I'm mapping addresses from Pipedrive to Pandadoc and SaasOptics, and it appears that for many organizations, even if they have a "Complete…
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Applying calculations in document template
We are trialing the document template BETA and it is working well for the most part. However, a significant limitation for us is that we couldn’t find a way of including a calculation in google docs and bringing that through to the Pipedrive template. It may not be feasible has anyone found a way to bring through a…