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How to edit email Templates?
I'm setting up automations for our company but struggle to actually edit the email templates that are to go out. Not sure if we've hit the payment threshold for this task or I'm missing something?
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Why can't you create and send quotes in pipedrive?
Surely quotations is an integral part of most sales processes, so I can't fathom why this functionality doesn't exist, especially when invoicing does ( and is fully integrated into Xero accounting and works perfectly) and you have to rely on third party apps. Presumably the same API that creates xero invoices can be used…
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Is the only option available to "delete" a "won" deal that has concluded successfully?
In the "status options," the drop-down menu only have the options of "open, lost, won, and deleted". I want my won deals to show they have concluded successfully and are closed. Would you happen to have any ideas about how I can make that happen? Or is the idea to delete a deal that has concluded and closed?
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It should be possible to make columns narrower in report tables
The minimum width for columns in Reports (Insights) is far too wide. This prevents seeing all relevant columns at the same time. Please fix this. Please make columns' width automatically adapt itself to the content as well.
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Allow linking of a single activity to multiple deals
It would be great to have the option to link multiple deals to the same, single activity. For example if you had a meeting scheduled with one contact to discuss multiple deals, it would be great to link everything rather that creating multiple duplicate activities etc. Example of activity creation screen
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Cumulated MRR on Insight
I need the cumulated MRR on the insight. You can provide the new MRR/month so i imagine you could easily provide the cumulated on with this data.
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Property Integration for Real Estate
I would like to suggest to have a live feed (an xml feed, for example) for properties and for you guys to have property feeds to property portals and the ability to match automatically clients with properties (based on the clients requirements and the property description). If Pipedrive had these features, we (and surely…
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Integrate products to webforms
I would like to get the possibility to integrate products into webforms. This enables the customer to directly choose his products and and getting this reported into the deal. Today we have to add the products by hand to each of the deals. it would definitely make the automation / creating offers process much easier.
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🚀 LeadOn is Coming: Sync WhatsApp with Pipedrive Effortlessly!
📢 Attention sales and customer support teams! A game-changing tool is about to launch. 🚀 We know how frustrating it is to copy and paste information from WhatsApp to Pipedrive manually. That’s why we’re introducing LeadOn, a powerful solution that lets you: ✅ Sync WhatsApp conversations directly into Pipedrive. ✅ Save and…
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Add checkbox to select deal cards for bulk actions
Please add a checkbox to the corner of deal cards so that we can select multiple and have the ability to perform bulk actions, just like we can in the list view. It would also be nice to have a select all for each pipeline stage. For example, I am looking at my deals by card view and I want to send a group email to a…
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Full Month Calendar View in Activities
Really need this feature.
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On the nearby products map, enable the ability to display only active products
Currently the map shows both active and inactive products, which makes it less effective. It would be a good idea to have some kind of filter that would allow you to view only the active ones or the inactive ones or both.
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How do I send an email to a standard emailaddress within my company when a deal is Won
When a Deal is Won, I want to send an email to an internal email address. When I look at automations the only option I have is to email to the email address that is connected to the Deal. KR Bas
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Trigger actions stop whole automation?
Hello Just starting using Automations and want to trigger specific actions but not stop the workflow overall. I get the impression that if a trigger is not fulfilled further up the automation it will not miss ONLY the subsequent action and then move on,. but will stop the whole flow? For example: Trigger action: If deal…
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How can I book a call with pipedrive support team?
I needed to book call with suport team , how can i do that ?
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Profile Phone Number (** singular **) in automation
Hi, it looks like PipeDrive stores multiple profile phone numbers under the person phones fields. Is there a way to retrieve only the first listed phone in an Automation? I'm passing this data to an external service for a more complex flow, and when I use the person phones fields, and if the profile has more than one phone…
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Include "Emails Sent" In "Last Activity Date" column
I don't know why but emails sent from within Pipedrive, which are one of the main activities a sales rep can do to move a deal forward, are not counted as an 'activity' on the deals listed in Pipedrive and do not update the "Last Activity Date" column in Pipedrive. Having emails count as activities would be a major help…
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New Action in Automations: Change Marketing Status
It would be great to have a new Action in Pipedrive's Automations that allows users to change the Marketing Status of a Contact Person. For example, when a Deal is won, an automation could be triggered to update the Marketing Status of the associated Contact from "No Consent" to "Subscribed". Currently, there is no way to…
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Dropbox integration
Surely this has to be under consideration at Pipedrive? Can you update us on a timescale for this? Pipedrive and Dropbox would be a match in heaven :)
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Allow for "Pin" option when bulk importing notes
Recently I bulk imported an important note for a couple thousand orgs, and I found myself wishing that we had an option to pin these notes as well. I don't believe this is a current capability, let's get this created!
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Rotting Days resetting with field updates or client communication
We uses pipeline stages to track deal progress and the rotting days would be helpful apart from the fact any minor update in a deal, or communication sent, resets the rotting days. This might be specific to how we utilise the pipelines though would love suggestions from anyone that has encountered a similar challenge and…
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Reclamação
Quero deixar registrado a minha insatisfação quanto ao uso de uma ferramenta basilar, que é a organização dos contatos no negócio por ordem alfabética. Em solicitação de informação ao suporte técnico, fui informada que o uso desta ferramenta está disponível apenas na versão em inglês, o que é um absurdo, visto que o CRM é…
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Ausgeschiedene Mitarbeiter
Es wäre hilfreich, wenn man die ausgeschiedenen Mitarbeiter kenntlich machen könnte oder mit einem Datum, wann der Mitarbeiter ausgeschieden ist, sperren könnte.
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How do you manage ticketing in Pipedrive?
The ability to manage support or help desk tickets is a common request from Pipedrive users, and it can be set up directly in your Pipedrive ecosystem. However, there is no one-size-fits-all solution, so what works in one business may not work for another. So, we set out to find the most popular approaches. Turning deals…
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Where can I find an expert Pipedrive consultant?
I think my install of Pipedrive has become a mess. Where can I find an expert consultant?
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How to work with Sales Development Reps (SDRs) in Pipedrive
Are your best salespeople wasting time cold-calling low-quality leads? If so, maybe you need a few Sales Development Reps (SDRs) to prospect for you; your top salespeople can spend more time following up with higher-quality opportunities and close more deals. Here's how we recommend working with SDRs in Pipedrive.
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Events are not activities: getting rid of the need to tick calendar events in Pipedrive
Hi there, Signed up today due to a sales programm where the advisor told me to do so. I'm amazed how Pipedrive lacks features I thought where basic and that I benefit from in Zoho CRM. One of them is to treat events differently than tasks. Events are in my Google Calendar. They are how I spend my time: meetings, piano,…
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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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Printing Deal Sheet
I used to be able to print my Deals sheet. Now is only prints the screen view. How do I print the screen image when it is multi-pages?
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close button not working
Close button does not work. anyone have the same issue?