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Mention d'un utilisateur via les notes à partir d'un workflow
Bonjour, il serai tres apreciable d'avoir la possiblité de mentionner un utilisateur via les notes à partir d'un workflow. Sachant qu'il est possible de mentionner un utilisateur sur une fiche personne et qu'il est possible d'automatiser l'ajout d'une note via les workflow, comment mentionner un utilisateurs dans les notes…
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Add a leave (holiday) section for our staff so they aren't assigned activities during this time.
It would be nice to auto-assign activities to other members of our sales team when one of them is on leave. Maybe there could be a section in the auto-assignment where you can enter leave dates for your staff members so activities are scheduled around this. At the moment a call back to a lead could be up to 2 weeks late if…
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Custom fields for Projects - MISSING FEATURE
Hi, in the section „Where shown“, could you add similar options like for Deals? Especially the option to choose which Project Board it should be applied to? Having several project boards, each requiring multiple custom fields, makes it a bit messy when fields from all boards are shown in one project. Additonally, adding…
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Custom fields - ERROR - "Required" must be in "Add view"
Hi, when I check that some field is „Required“, eventhough it is required in the later stage of the sales process, it can`t be unchecked from the „Add view“. This makes the add view quiete messy with a long list of fields, which are not requiered at the moment of adding a new deal. Thanks for looking into it!
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ChatBot - PRODUCT FEEDBACK
Have you noticed that the Chatbot does not let customers to start the chat from the beginning or again once started? If you choose wrongly and want to go "back" or restart this not possible. BR, Noora
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Calendar sync and meeting bookings
I just moved over from Calendly to Pipedrive meeting booking and noticed a few issues. My account: It would be nice to select multiple calendars for Pipdrive to check availability on. Our company has a meetings calendar but also a vacation calendar. It would be nice to create a group meeting link type with a sales person…
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Add org deal link into the deal view
We often need to look at all deals for an organisation. This is currently accessed from the Orgnisation view. However we are always in the deal view, and it would be really useful to be able to view all org deals from within a deal.
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Fixed signing fields in Pipedrive eSignature, Smart Docs
Hi guys, i think it would be a great setting or feature in Pipedrive eSignature, that all the fields that are placed in a document, could be fixed. So when you open up a certain template, the signing field would be always on the correct position and you dont have to manually position it again yourself. Here is a small…
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Automatic deal creation from a Campaign click
We have a regular newsletter mailout that we send via Campaigns. In this newsletter, we have various links that recipients can click on. Some of the links will take them to our website so they can download materials. When they do this I would like Pipedrive to automatically create a deal, so this can be followed up with by…
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Introduce API-only user for automations with Zapier, Make or others
Hello, we are using Pipedriver together with Zapier for automations. Very often we create leads or contacts via Zapier. Zapier is connected via a private account of one of our co-workers. After creation of leads/contacts we start a Pipedrive automation to send an email with some content. And here the problems start: In…
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Labels for Activities
I would love to have labels for activities within a deal. We have the little icons for something being a call, meeting etc, but if they could be coloured and with labels that allow us to visually understand something instead of just words that would be helpful. Doing a quote is really important so for that I would love to…
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Formula fields for Products
Formula fields are necessary for products for calculating Margin for example
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Checklist / Checkbox in Notes
It would be helpful to have checkbox in In notes and activities. Now checkbox could be copy-pasted from Google Docs, but could not be checked.
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[Activity overview] Add Project columns
At the moment only Activity, Deal, Person and Organization columns are available in my activity overview.
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Possible to link an activity to a Deal AND a Project
It seems that I can link either a Lead, Deal or Project to my activity. While I of course want my activity to be linked to the project, I still want my acitivty overview to show the Deal that my project - and therfore my activity - was created from.
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Make Voice Notes Available on Desktop & Add AI Transcription/Summarization
One of the biggest challenges for any organisation using a CRM is getting team members to leave adequate notes on deals and activities. While some people do this naturally, for others where writing isn't a strong point it can be quite difficult. For example, we have a couple of dyslexic team members who can communicate in…
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Each ACTIVITY could be linked to more than one DEAL at the same time
In many situations, a phone call, meeting or another kind of activity is about various deals, not just one. Now a days, I need to choice the more associated deal to link with the activity. It would be nice if it was possible to link two or even more deals in a same activity. For example: if a participate in a meeting with…
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Multiple Calendar Sync
Hi Of course just one feature is never enough LOL. Now that we are testing multiple email sync (and it would be great to know if we could have an add on for that instead of having to go to additional subsciptions), is there any chance you could look at Calendar sync next? Kind regards Purnima
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Marketplace: Free isn't Free
The marketplace has apps that are labelled as free when they have a 14 day free trial... But they're certainly not free. Maybe worth adding a Free Trial tag instead of Free. In the image attached, the first Facebook App is free but the others cost USD 60 per month. This is an easy example but there are many others that…
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Auto attach Participants
The issue is that email synch don't allow emails sent to "Participants" of a deal to be automatically smart BCCed, only the single contact of the deal. Example … A client in PD has a deal with only Bob@xyz.com / email on file. If a Participant with Jim@xyz.com sends me a mail and I respond, I need to open PD find the…
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Trigger an event after an email is sent
I can't see how to do this, so I'm assuming Pipedrive doesn't support it. I want to trigger an event after a specific template email is sent. For example, I send the "welcome to xx product" email and it automatically changes the organisation label to customer and sets a follow up activity 1 week later. So, the trigger type…
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Pipeline deal cards
Allow the option to display how many days the deal card has been in it's current stage. In the bottom right hand corner maybe. This shouldn't count toward the existing limitation of how many items can be displayed on the deal card.
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Deal Age filter
It would be great to see , for example, deals that are greater than x days old/since updated, as this helps to identify and drill into anything that is not moving when working with a large number of deals
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Adding tasks/subtasks in a deal
I'm missing some sort of checklist within a deal. I understand you have the "Project" environment in which you kan keep track of things after you have won a deal. However, when I'm working on a deal a lot of the times my offer consists out of multiple big "parts". I would like to keep track of which parts of the offer I…
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Multiple attachments in WebForms
There should be possibility to add more attachemts in Webforms within the total documet size limit.
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Company Branding
Hi I couldn't see the answer anywhere. How can I add my company branding, font colours etc to my email templates? I have specific colours that I want to use and not the ones in the colour picker. Is there an option for that as I couldn't find that anywhere. If we don't have it, then can we please? Ideally I want send my…
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Show prospect's time
Show the time where the prospect is according to their listing. This would help us from calling someone at an inconvenient time. I know I am constantly looking at locations and figuring out is it okay to call them now? And sometimes I get on a roll and forget to look and all of a sudden I am getting some out of bed in…
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Relational Fields
It would be great to have relational fields that only display when a core field is filled with a certain answer. For example: Field 1 is Business Type with Single Option Select of End User, Partner, etc If Partner is selected additional fields 1a and 1b would display for additional information e.g. Accreditations and…
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Subject Filter on Activity Insights
Hi, Just explored the activity insights and found that I couldn't find the "subject" filter. Would it be possible to add this filter to it? Thanks in advance Best regards Rizky
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New Email Inbox - adjust column widths
In the redesigned Email Inbox, the column for the email subject is very wide, but the column for the associated Deal record is very narrow. Many of our Deal names begin with 'University of...' so it is now impossible to tell which Deal an email thread belongs to at a glance. Please give us a way to display more of the Deal…