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ACV info in dashboards/insights
My team is looking to report on ACV, this is a key metric for us as a SaaS business. This is possible in deals, unfortunately the ACV is not available in insights (charts) making it impossible to visualize progress. Please make this available asap.
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Group Emails in each deal
We often work with multiple consultants on one deal. We could have over 100 emails for one deal for each consultant and we could have up to 10 consultants on a deal. This means the emails from consultants are all mixed in one list in each deal. I propose the ability to create email groups in each deal so we can filter the…
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Checklist / To-do list feature
Hello, I think it would be very helpful to add a checklist feature (with use of templates) alongside the notes/emails/activities/files tabs. Ideally the checklists could be pinned to the top. And checklist templates would make this amazing for me.
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Partner Program Team: How do I find the referee emails to start the implementation?
We now have a new source of Pipedrive leads who became paying subscribers directly via our referral link (previously, they typically signed up through Calendly with us). We need to reach out to them and launch the implementation package[1] as a result of signing up with us. How can I find the email of a company that…
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Recurring products (Subscription) - Cancelation / Price increase
We are a SaaS tool and have annual subscription plans for our customers and there are two cases i would like to include in the reporting. A: Customer cancel the subscription B: Customers subscription is increased or decreased Is it possible to set an end date to a recurring products subscription? And how can I place…
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Problems with Setting Up Campaigns
Hi everyone, We have a list of a few hundred contacts that we contacted and whom have consented to us emailing them. We're now trying to upload these contacts so we can send them a campaign except everytime we do this, it is automatically uploading as "unsubscribed" tag. If I'm correct, shouldn't it be "no consent" first…
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Summary for the Day - Pipedrive email question
Does the Summary for the Day email include overdue activities? It doesn't seem like it but I need to know if I missed something. I have all the boxes checked to notify.
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Automatically Log Teams Calls In Pipedrive
Hi Product team Is it possible to add this feature in the roadmap ? Automatically Log Teams Calls In Pipedrive Vince
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More supported languages for the webforms, chatbot, etc. (Danish)
To accommodate your clients in more countries, it is important to have more supported languages for the webforms, chatbot, etc. This is a dealbreaker for our business (to not risk loosing clients) - our IT team wants to change to a system, that supports Danish.
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Pipedrive in danish
Is it possible to launch Pipedrive in danish?
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adding VAT number
Hi guys, I can't add VAT number. EU coutry prefix is already installed but my VAT number doesn't work… How I can solve it? Best, Piotr
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Images in Pipeline and List view
Could we get the ability to add an image(s) in a field which can show up in the pipeline and list view as well as an option? This image could be a small image as a thumbnail and be linked to an image in the file area of that project.
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Thousands or millions toggle
Most of my contracts are either 10s of 1000s or millions. It would be great if I could either toggle per pipe, or even universally across PD, so every deal is listed as, for example "$1.2MM" or $1200M" instead of $1200000. Right now my shorthand is to have every deal in MM so I have deals from $.02 ($20,000) to $2.4…
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Ajouter la condition "contient" pour le filtre des champs dates
Ajouter la condition "contient" pour le filtre des champs dates
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Leads Feature, Add Files
It would be great to add files in the Leads Feature. We tend to find leads from data mining and link the PDF files to the project for proper tracking. Currently we can only do this in the Deals feature, which is forcing us to have "leads" in both areas.
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New group: Consultancy & Agencies – Join and sign up for our first Office Hours event on March 19th
Are you a sales professional using Pipedrive for a consultancy or agency? We’ve created a dedicated community space just for you! Join the new Consultancy and Agencies group and connect with other like-minded professionals in the industry, exchange best practices and learn tips from top experts. Kickstart your journey and…
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Ability to reorder labels in Leads and Projects
Currently it is possible to reorder the labels list native to both Deals and Contacts - when you hover over a label in the labels pop-out menu, you will see two horizontal lines next to the 'tick' which will allow you to re-order the labels as you see fit. However, in the same labels pop-out menu in Leads and Projects,…
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Better colour controls in the form editor
Ideally the embedded forms would not be served via iframes, so users could style elements via CSS. Hubspot, Activecampaign manage this but if that too large of a tech requirement better controls over colours in embedded forms would make a lot of sense. At the moment there is a global label colour setting in the styling…
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Report of recurring Products
Is it possible to run a report of recurring products ending for the year? I can see the rise and fall in a graph but not whats ending.
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I have 3 power seats, can I add 1 essential seat with a projects add-on?
We are using 3 power seats, and would like to have our customer service colleague to use a cheaper plan with only access to projects. Is that possible?
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Re-enabling Auto Reply reception
We used to regularly cleanse our data by removing people from our database who had set up auto replies if they had left their role. But now for some reason Campaigns has chosen to filter out auto responses so we are unable to do this. It would be of great value to our business to have them back or at least have the option…
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Default Font? Abnormal formatting / spacing?
Has anyone had any luck setting a default font for email? I prefer the Sans Serif font as it matches our business aesthetic. However, the automated field (i.e., First Name) is in a different and bold font when the email sends. This mismatch in formatting and font seems unprofessional and sloppy. There are also specific…
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How can I filter with multiple "OR" statements?
I want to filter deals that have field X value = Y OR field Z value=W. I cannot find how to add an OR operator, I can only filter with AND operators. See screenshots for my attempts.
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Link multiple Contact people to a deal
It's gonna be great and awesome if we had the possibility to link more than 1 contact to a deal. For a SDR's department it's really essential. In our day to day job we have to reach out several people in one organisation to trigger a conversation :-)
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Comment intégrer pennylane
Bonjour, nous avons déja le logiciel pennylane, nous aimerions savoir comment le rattacher à pipedrive. Merci
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How to Automatically Update Deal Stage Based on Lead Status (Custom Field) Change?
Hi everyone, I’ve set up an automation in Pipedrive where a deal is automatically created when a lead is generated. Now, I’m looking to create an automation that updates the deal stage when the lead status changes. For example, when a lead’s status changes to “Qualified” or “Dogovoren,” I want the corresponding deal to…
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How to link multiple participants to a project
I've noticed a thread from 3 years ago asking for this so not sure if this has been enabled. How do you link multiple contacts from a company to a project? Also contacts from other companies. Here's the scenario. I have a project we've won and it's a Joint Venture with two construction companies. I need to associate…
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When I expt a contact from ZoomInfo to PD I get limited data. Why not all the contact info?
When I export from ZI to PD I get a limited amount of contact data. All the info does not come in. On my example it is missing phone numbers and addresses. Is this a mapping issue? And if so can you tell me how to fix it?
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Moving appointments from one day to the next in volume
Is there a way to move appointments in calendar view to another day in volume at one click - eg. say you have 10 calls that were not made today, is there a way to group them and move them all together to another day - thanks in advance
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Whatsapp Business integration
Hi dev team, Please can you look proactively sending out messages to contacts via Whatsapp Business / Twilio in the Pipedrive platform. I appreciate the responsive capabilities in the lead gen section. We currently use Front and prefer to use Pipedrive for everything. Separately, to respond to Whatsapp Business message in…