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Merged: Manual Sort Deals within a Deal Stage
This discussion has been merged.
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Let us change the background color / give us more visual cues
VISUAL CUES: please give us more visual cues. All pipelines look the same, deals, organisations, people cards look the same. As a result, we're likely to make mistakes like paste our call notes into a People card when we meant to paste them into the Deal card. Org/people/deal cards tend to be text-heavy; please make our…
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Add Project Module to Phone App
Simply, I don't understand why the project module is NOT on the phone app. Can you please add the project module to the phone app, android, and ISO.
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Bringing Notes into List view and Search
I am wondering if there are plans to... * bring Notes into a column in List view (to be able to view & export notes) and to filter by text within notes * find text within a note when typed into Search I know that is is not best practice to rely on Notes to capture important information that could be listed and filtered…
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Automations getting even better: email conditions, new templates, and much more!
Hei, Pipedrivers! We’re working hard to improve our Automations feature with new functionalities to help you save time and close more deals, faster. What’s new? We’re excited to share with you all the updates we’ve recently released to Automations: Sequences based on email conditions – Create automated sequences based on…
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Seeking expert consultant
Hi guys, Charlotte here from BailSafe Australia Looking for a pipedrive expert to assist in setting up some basic forms, automations and triggers - some basic workflow systems. Can anyone please point me in the right direction? :)
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Any chance we get a Tax exclusive option for deals anytime soon?
I'm aware this has been asked before. There even seems to have been a "coming soon" marker in the UI at some point two years ago, but the option isn't available to me. So I'm bringing this up again. Any chance we get this soon? Otherwise the whole Deal pricing thing doesn't really work for us in a B2B context... Past…
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Trigger automations on import
It's ridiculous that automations can't be triggered on import. Deals can be created on import. But "Deal Created" triggered automations can't be triggered by a deal that is created by an import. The same goes for contacts. I can create or update a contact on import but then I have to take additional steps to trigger…
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Permissions for Pipelines
I would love to see a "Permissions" setting that allows administrators to dictate what Pipelines users have access to. The users would then only be able to see deals and contacts that are connected with that Pipeline as well.
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How can i label smart BCC emails?
hi, how can i label smart BCC emails so that i can easily remember them when BCC'ying to my emails? So instead of having to copy the smart BCC email ID everytime i need it copied, have it instead labeled by the project name, so that it auto completes when i am typing it's name in my outgoing message from Gmail. This used…
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Creating and applying email automation to all users
As I create email automation, there are multiple stages where we engage our clients and therefore multiple automations to be built for each stage. The automations purpose is to keep our clients engaged throughout the entire process. The issue I have: In order to apply the deal owners email to the automation, I now have to…
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Insights : Product Sales Reporting by Custom Field
Hi, Currently, there is no elegant way to report on the sales value of a 'type' of product being sold, via Insights. It's possible to build a report filtered by specific list of products, and it's possible to show the value of those products in a pie graph, but you can only select the Product field - you cannot select…
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Ownership Name
Hi I need to have the function by where only two users have the ability to change the owner on each individual account rather than every tam member. I can see that this was discussed previously. As we start to recruit to add new members the team we desperately need this function to be added.
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Creating a list of organizations by state
I am trying to create a list of organization by a specific state and cannot figure out how to do so? Any ideas?
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Filter Persons with more than one active Lead
This should be a straightforward filter option to see a list of contacts with more than one open lead in the same way it is possible for Open Leads.
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Seen contacts with more than one open lead
Hi! This should be a straightforward filter option, but I couldn't find it. How can I see a list of contacts with more than one open lead?
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Sorting of deals in pipeline, by drag-and-drop.
Hi. Do you need to be able to drag-and-drop your deals, to sort them in your own order? At moment deals are shown in chronological order according to activity date overdue/due/scheduled. But I need to be able to sort them according to which ones I find most important to work on. Anyone else recognize this?
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Products image visibility - mobile
Hi, how have you solve to see the products details (costumized fields & images) on mobile using pipedrive? Thanks in advanve for your thoughts
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Lead Source Field Grayed Out, Can't Enter Text
Hello - When creating a new lead manually, the lead source is greyed out. I need to create the lead and then go back into the lead to fill out the source. Any clue what's going on?
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Atividades de 2023
Na aba atividade, para as "observações" ou "tarefas" não esta aparecendo o ano 2023, só consta o dia e a hora.
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Adjusting the calendar view screen as we. wish
For the moment, my calendar view starts at 00:00 and ends up at 23:00 (and then scrolling). For me, there is no use of so much space. 7:00 - 20:00 would be enough.
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Automatically Link Activity (Zoom Call) to Deal
Hi, My leads are booking calls via a calendar link (e.g. Calendly or Motion; not the Pipedrive tool). But these calls are not linked with the deal. Is it possible to link these calls/activities to the deals similar how emails are linked to a deal? Thanks!
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Reporting deals by product category
Hello. Lot of people asked in the past and i have to add on. Is there any way how to filter your deals not just by seeing individual product sales but to see deals by product categories? Our company stays infront of a decision to go with Pipedrive CRM and this is really needed. Its a question some people asked 2 years ago…
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Title in Calendar View
Hi. I'm new to Pipedrive. I have added calls, emails, activities, meetings etc. to calendar, but for some reason only some of those display the title in calendar view. For example, one states call Mrs Brown, the other just has the phone symbol without the title that I have entered. When I click into it, the title is there,…
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Timer on Projects
Can we have a stopwatch/timer feature within Pipedrives Projects? Most other project management software out on the market has a timer feature. I've decided to manage my projects within Pipedrive, but I need a timer feature to keep tabs on how long tasks take me to complete.
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Campos personalizados para cada usuario
Olá, seria interessante que alguns campos das informações de pessoa e organização ficassem ocultos para alguns usuarios.
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Custom report by product category
Hello all, I need to choose a CRM for my company between Pipedrive and Salesforce. Pipedrive seems to be much easier but I cannot find a way to build the custom report I need. We sell food to hotels and restaurants. We have 2000 products, sorted in 20 different categories. I need to track which product categories have been…
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Is there a way to automatically roll-over undone activities to the following day?
Hi! In other CRM-systems that I have worked in there was a automatic "roll-over/postpone"-function. For example, I have a scheduled call to a customer. I call them up but they don't answer. I'd like that task/activity to automatically just roll over to the next day if it's not done by the end of the day. Sometimes I have…
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Increase PUT/POST 10.000 daily limit
We use Pipedrive API to automate our workflows and keep our sales team informed with up-to-date product information. However, we are facing an issue where we are approaching the daily limit of 10,000 PUT/POST requests. This limit is prohibiting us from updating our products as frequently as we need to keep our sales team…
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Is it possible to run a report on "Deal" categories?
I.E. can I export the "Lead/Deal" data to a spreadsheet from the "Contact Attempted" column I created under the "Deals" tab?