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Pipeline view needs to sort month/week by value or priority (not by process steps)
In Pipeline Forecast view allow: 1) sort by month, and then 2) within month by weighted value, total value, or priority, not date! Right now each column sorts by length of green line, or how far along they are in the process. That doesn't help! I can get that in the Pipeline view. I want to view what we plan to close each…
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How to show Leads in Organization view?
Is there any way to show Leads in the Organization view? Currently, only 'Deals' show when I click on an Organization, is there any way to show Leads as well?
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Campaigns Sender Block
It would be very nice to be able to edit the style of the sender block footer in campaign. For example, allowing users to match it to their style guide by changing the background, font size and color. This is quite often how it is done with other providers like Mailchimp, Sendgrid, etc.
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Bulk add products to Deals
Can pipedrive add a feature that allows users to add products to deals in bulk edit mode? Currently, our only option for adding products to a group of deals is to update each individual record. Seems like a fairly easy step to add this ability. User selects deals that they would like to edit (add products to) In the "Bulk…
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Building URL Links with Fields as variable - breaks with whitespace
Using the Organization Name I want to add a link to a custom field: Unfortunately that doesn't work when the Organization name contains a whitespace https://www.linkedin.com/sales/search/people?query=(spellCorrectionEnabled%3Atrue%2Ckeywords%3A$ORGANIZATION NAME)
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Controlling custom fields
It's great we can restrict whether our users can delete a custom field however we use custom fields for putting some super important information and there is no restriction on them editing the content of the field say if it's a multiple option. What would be great is if there was a permission like other CRM's whereby we…
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Microsoft Excel Integration in Documents tab
We integrated our Microsoft OneDrive into the Pipedrive CRM to use MS Excel. However, when we are following the below path: Deal>>Documents>>Create New then we are not getting Excel/Spreadsheet & PPT option. Whereas, your video of SmartDoc shows that if we integrate Google Drive/ OneDrive then we can get all three options:…
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Smart Contact Data in Automations
It would be great to have smart data available in automations to update organizations and people
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Subfolders in Document Templates?
We have numerous templates that are used across various parts of the business, It will become a nightmare and very time consuming if the teams have to trawl though the mountains of templates to find the one they want rather than just clicking the subfolder of the department they need Is this something that we could look…
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Quick filter for Pipeline, Leads inbox, Contacts, Email
During my daily work I often need to quickly filter through the Pipeline (Company name, contact person, etc.) but the only real way to do that is by creating a new filter. The "Search Pipedrive" is useful not but great because it's a global search, while what I'd need is a "local" filter: if I'm in Pipeline I want to…
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Make Deal Contact more visible or more prominent
I'm usually in a hurry when looking at deal records, and deal contact names sort of get lost in the Summary section in the sidebar. It would help me to have the contact name on the top of the page under the deal name where I could easily spot it no matter how the sidebar was scrolled. Another idea might be to change the…
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Allow reordering or prioritizing of emails and phone numbers
I often have multiple emails for a contact, and PD defaults to the first in the list when sending an email. Thus, I am frequently having to manually copy/paste to shuffle the ordering so that a given contact's preferred email is the top one. It would be nice to be able to drag and drop the email addresses into the right…
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Deal ID visible in mobile app and on deal page in browser.
It would be great to have the Deal ID visible in the mobile app and in the desktop (browser) version also somewhere else than only in the url. TIA!
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Lead view does not support "Smart Data Search"
Lead view does not support "Smart Data Search"
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Link existing deal to person from person view
I would like to be able to add a person as participant to an existing deal from within the person view. I.e. below "+ Add new deal" have a button "Link deal"
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New Projects Tool - Available for Mobile?
Hi there, I am eager to explore the new Projects tool but don't yet see it anywhere across the mobile platform. Will this be made available or will Projects only work in the computer platform? Thanks.
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Default fields created by contact sync
When you start the contact synchronisation, fields are automatically created. For example, birthday, instant messenger or postal address. For various reasons, these fields often make no sense in the CRM and are just confusing. You can't remove them yourself and according to the support team, the colleagues from the…
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Email send warning for alternate timezone
Having the function to delay emails is great. Thank you for that. It would be even better if we got a warning when sending an email to a different timezone when it is outside of their working hours (or just every time).
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Email Feed Navigation Up Down
Where did the UP and DOWN arrow go in the email thread? Wasn´t it easier to quickly go through unread email likes this? Now we have to go back on every email to the overview and then in again on new emails. Before it was possible to quickly go up or down. Will this come back? Or what was the idea of removing this feature :)
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Merged: Email Templates: Easier Navigation and Archiving
This discussion has been merged.
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Adding an automatic follow-up reminder if a contact has not responded to your email
During the course of my sales efforts, I send a lot of emails that go unanswered and require me to go back to that lead/contact and remind them that I need a response. Right now, the workflow for this problem inside of Pipedrive is pretty miserable since I send an email (inside of Pipedrive) and then i have to manually…
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Import/export chatbot configuration
A way to backup the chatbot configuration into a json or other format. Some chatbots can become really extensive and complex, and a way to store that information offline is welcome. A similar import feature can be handy to not only revert unwanted changes, but also keep the bot up-to-date, without the need of constant…
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Document Automation
Could Pipedrive add document creation to the workflow automation options? Then when a deal reaches a certain stage, documents could be automatically created using a template; this would save the time it takes to generate them. Based on deal values the template used could vary, taking the human errors out and preventing the…
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Increase amount of contacts an email distribution can be made to >100
Hi, we send monthly emails to our clients and prospects that are more then 1000 emails. having to batch these each month to 100 each is very cumbersome and time consuming. any chance we can remove that limit? I hear sales force and others have been able to do so.. Best! Evelyne
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Data de movimentação em cada etapa
Sugiro que seja disponibilizado para exportação dos dados, a data de entrada em cada etapa no funil de negócios.
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Improving Drafts inbox
Keep forgetting you've already drafted an email - or haven't yet sent it?? Yeah...me too! I'd like to suggest that the drafts box shows a count of how many draft emails are sitting in the drafts box - just like the inbox and outbox do - by numbering them in the blue circle.
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Shared Calendar
Having a number of employees it would increase proficiency if we had the ability to have a shared calendar option at differing team levels.
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Organization Details
One thing I have found to be limiting over the years is Organization details. It can only be a single uninterrupted panel of fields. it's a great place to store site specific data for service offerings. However when a service company offers several different services there is no way to separate fields that hold data for…
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Importing "Lead Created" with Back-Dated Information
I have a problem when I tried to import my back-dated lead created into my Pipedrive account as I could not find any of the "Leads created" for mapping (while the deal created had). After checking with support, there's no "Lead created" to be mapped, this mean I could not import my Lead created back-dated into my Pipedrive…
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Last Activity Date - For Notes Entered
I noticed that the updating notes on a contact/deal is not considered as an activity and thus the last activity date is not updated. I think, like a call, email action through Pipedrive is considered as an activity, the manually updated notes should also be an activity on a contact/deal. What does the rest of the community…