-
Webinar Q&A: Pipedrive Product Talk: CRM innovations to unlock sales success
Hello Pipedrivers! ☀️ We would like to thank everyone who attended our recent Product Talk webinar we conducted on October 17th. Your presence and active participation made the event a tremendous success. During the webinar, we received an overwhelming number of questions, and while we tried our best to address as many as…
-
Timeline on Projects ? (like on lead / company / contact views
Hi It would be great to have a timeline / history tab on projects view as we already have on Leads / company / contact views where we could see all what happenned recently on a project : tasks created / completed, sent emails etc Thank you 🙂 Charles
-
Field Descriptions needed on Organizations and People
This is self-explanatory! The field descriptions on Lead & Deal fields is a great addition to Pipedrive, but we need this for Organizations and People, too! Orgs are where we have the majority of our fields. Please roll this out!
-
Why is there a difference in the subscription rate I am being charged
Just finished several weeks of testing between a few different CRM's and Pipedrive won. 1st day of real use and already not happy. The support bot just goes in circles and you cannot get to live help. Tried many different trees, with no success. Does anyone have path to get past it? It shows we should get chat support with…
-
Incorporate Deal 'Followers' into Automations
We would love to create an automation whereby if a deal is created and owned by someone different to the Organisation Owner that the organisation owner is automatically added as a follower. I am almost able too but the feature I'm missing is the action to add follower within the update deal stage. Right now I am at a stage…
-
Revenue report shows wrong numbers since it can't handle more currencies
Was surprised to hear from PD support that if you have more than one currency then you can't use the new MRR report. E.g. below 5$+5€+5DKK = 15DKK which is obviously wrong. E.g. below report in DKK should be app 388K.
-
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…
-
Can we automate a Number in a Title of an Activity ?
I would like when my automation is triggered, to incremente the no.X. So if last week it was "IMP SN Week no.12" … the automation triggered this week would be "IMP SN Week no.13" Thanks 😀
-
Private Notes, only visible to the author.
The Birthday field post by Melissa Lautenbach got me thinking about this. I record a lot of personal details about my clients on my phone, rather than in pipedrive due to GDPR issues. Things such as family life, home area, married, kids, school, sport interests etc. It allows for a richer conversation when we are chatting.…
-
Groups for custom fields in projects
Have the functionality to group fields in projects just like in deals.
-
CC on a document/template
We send our engagement agreement via PipeDrive (Templates), and in addition to sending it to the signer, we often we need to cc our main contact who is not a signer. I don't see a way to cc a non-signer. Am I overlooking something or is it not possible to do? Thank you!
-
How can I sync my tasks as tasks in google calendar?
Hello! I would like to sync my tasks as tasks in my Google Calendar and meetings as meetings. Is there a way to do this? It would be a fantastic feature.
-
Support Ticket Software that shows support tickets in Pipedrive widgit?
My sales team is exhausted not being able to easily see open or historical support tickets and their status in pipedrive. We currently use freshdesk, but would make a change in a heartbeat if we could get the ticket data into pipedrive. Anyone have a recommendation?
-
LinkedIn Sales Navigator integration?
Hello everyone, I noticed that LinkedIn has now made Sales Navigator integration available with HubSpot, following its integration with Salesforce. It would be interesting to know if a native integration with Pipedrive is planned for 2025, as Sales Navigator provides a wealth of information on corporate organizations. What…
-
Making Automatically Created Activities Traceable to their automation
Hey Pipedrivers, sometimes, activities are automatically created in the background without being noticed. It would be helpful if it were possible to identify when an activity was created by an automation and if there were a direct link to the corresponding automation.
-
Job Title showing up in the Address field when running a report
Hi - I am running a report where I want to see a Person's Address. I have Person's Name, Organization, Address and Job Title. However the Job Title is showing up in the Job Title field and identically in the Address field. Help!! Thanks!
-
Rotting Days Counting Work Days Only
It would be great, unless there's a setting I'm missing, for only work days to count towards the 'Rotting Count'. We have a 3 day period set due to our industry, but this means that most Mondays we come in to a very red looking deals page
-
Replying to bulk emails
Hi: I hope all is well. Please help us solve an issue. After we have sent a bulk email...for example, 35 leads with identical template emails...we would like to send a follow-up bulk email to all those leads that have not responded and said the follow-up email would contain the previously sent email, within the newly sent…
-
Ability to Access ALL Leads From a Contact and Include More Info in Search Results
Our business gets repeat customers who fill out our lead forms multiple times throughout the year for the same service. Incredibly, there is no way to access ALL of a specific customers leads (both open and archived) from the customer contact page. The only leads that are accessible are the OPEN leads. Take for example…
-
Reporting - Cross Entity
Now that we can create reports with cross entities in one report, it would be good to be able to segment by and then choose if its Lead, Deal, Org or People data to segment by. Currently its only based on the report type and the originating entity
-
Deal owner phone number
Smart docs has a merge field tag called Deal owner phone number. There is no place for a pipedrive user to fill out their phone number in their pipedrive user profile and in order for this to work each user must contact pipedrive support to have a phone number added to their profile. Please make this a field in the…
-
Webinar Q&A: Perfect your LinkedIn sales cadence
Hello Pipedrivers! ☀️ Thank you for attending our Sales Cadence webinar with Surfe on September 18! You were super engaged and asked a lot of great questions. As promised, we've provided answers to all of them— check the comments below for more details. If you missed the webinar, don’t worry! You can still catch the…
-
How do I stop the "Link a person" pop-up from automatically popping up
every time I link a person to a company the "Link a person" popup opens again whether or not I need it
-
report deals per time period
Hello, I am looking to create a report showing new deals per time period and per day of the week. Eg, I need to know how many deals were created between 7am and 9am, 9-11, and so forth. We are looking for trends we are testing with Google Ads. Is ther a way to create a report like this?
-
How can I move more than a hundred cards at the same time to another funnel?
I am changing the funil that we use at the company and we need to send all the cards at the old funil to the new one. Problem is that we have more than 700 cards do rearrange
-
Pin Files to top
As we all have documents that give us a better overview on the deal at hand. I think it would be really helpful if Important files could be pinned to the top, just like notes (or even to a sidebar).
-
Manage Retreats
Hi, I would like to manage Retreats with Pipedrive. The following situation/requirements: I have for example 8 Retreats per year Each Retreat has a certain capacity of Rooms. Let's say Retreat A has a capacity of 10 rooms while Retreat B has a capacity of 8 rooms My main intention to use Pipedrive is to manage…
-
Dupliquer un modèle de document
Bonjour, Ce serait pertinent d'ajouter la fonction pour dupliquer des modèles de document. J'ai des conventions de formations différentes pour chaque formation, j'aurai gagner du temps si je pouvais dupliquer car là je dois toujours reprendre le doc originale puis ajouter les champs adresse client, stagiaires pour chaque…
-
Creating Line graphs for comparison in Insights
The ability to create line graphs and combine reports into one graph, for comparison, trend searching etc…
-
Sort By Zip Code
As we work our territories it would be great to sort job sites or offices by postal code. And have them show up in google maps.