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Email templates shared with team
We have multiple email templates tailored to different clients. However, not all sales teams need access to every template—each team should only see the templates relevant to them. Currently, email templates can only be set as either private or shared. It would be great if the “shared” option included an additional…
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The shortcut of / is messing up the ability to type Dates fields
Can the shortcut of "/" for search be changed, its messing up our ability to type dates into fields as each type we type a slash / it jumps to search and moves away from the date. Making it hard to enter dates via keyboard.
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Hyperlinks in messages in MS Teams
Hello all Can't imagine this hasn't been asked before, but I just can't find it, so here goes: When you integrate MS Teams with Pipedrive, it's great that you can receive a message in Teams when something happens in Pipedrive. But... ...is it accurate that it's not possible to include a hyperlink to the activity, contact,…
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Nurturing
the only way to do nurture MQL is via automatisation. I have created 3 sequences (Cold, warm, hot) of 5 steps ( mainly email). I have created a program to manage lead scoring ( but impossible to use campaign data as there is no API for this, only interactivity with you form, email , meeting). Here the issues : 1- Sequence…
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Email URL
Hi, it would be great to be able to add the email URL at the top of the email. So our subscribers can open our emails in their navigator. Thanks!
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Send email with another address than "User's default account"
Hi everyone! I'm creating an automation like this: A person use our "Web Forms" to contact us from our website This create a new deal When deal created, I send an automatic email to the person Is it possible to use another email addess than the "user's default email account"? I'm the only user in Pipedrive and I want to…
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scheduler & automations
I have a question about the meeting setup. Right now, my AI answering service automatically sends the scheduling link to callers who want to book an appointment, which is working well. However, most of these people have never filled out a web form and aren’t in Pipedrive. I’d like to have a lead created automatically, but…
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Seeing time in stage per deal
I need some help with tracking the time deals spend in a specific sales stage, like "Time in Stage." Right now, I can only see the average time for deals, but I’d like to see the actual time each individual deal (open and closed) has been in a particular stage.
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Bulk e-mail to Organizations
I think it would be great if Pipedrive could add e-mail field to Organization profile. Then it would be available to send group e-mails straight to organizations. For example, in cases when your company's adress or phone changes. You don't need to find specific person to tell him that, you can just send out e-mail to every…
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How can I prevent my sales managers from marking a deal as 'lost' with no activity in the deal?
I am facing a situation where sales managers simply mark deals as 'lost' with zero activity in the deal and adding as the lost reason "user not responsive" for example. Is there a way to add conditions, i.e. X number of activities or X number of emails sent, phone calls made etc. before it is possible to mark a deal as…
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different languages for custom fields
Many international companies have employees who do speak very different languages. In some cases they can not commit to 1 language (like english). It is great that Pipedrive supports 17 different languages, but you should be able to name the custom fields as well according to the language settings of a user.
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Ordering & payment method
Hello all, I was wondering if you had the same unexplainable inconvenience I have as I'm setting up my new Pipedrive account ? I add different users over time and add extra features like Campaign management. I used the pay via Direct Debit (SEPA) as you know in companies using credit card is not always a good option (if…
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Only use 'work' email for mass emailer with the campaigns App
With many contacts I have 2 or 3 email addresses, usually their personal from LinkedIn or an old email that I have made their 'other' so I can keep a ready record of what we were talking about when they worked somewhere else or before their email changed due to company name changes. I want to be sure that if I make a…
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Inclusion of Automatic Calculation of Total Value for Recurring Products
Pipedrive currently limits automatic calculation for recurring products. In other words, if you create a proposal where: I have a product with a duration of 3 months; The Quantity of Items is equal to 2; And the unit value is equal to $50. There is no standard field capable of calculating this multiplication: 3 * 2 * $50 =…
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Inclusion of "Billing Frequency" in Product Addition Automations
Currently, there is no field available in automations to include the frequency. Therefore, it is always necessary to select the frequency manually, which increases considerably the time required to prepare the proposal. For companies that sell more standard packages, this would be a great help.
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Track email opens with last person to open
Pipedrive is unable to select specific people within an email communication to track and identify who was the last person to open the email or link in a CC multi-person communication. I suggest in a future update to create this feature so that we can select the personas we want to track the opening of emails or links.
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Soon in Insights: Enhanced products reporting
Hi, community members! We will soon start to release the enhanced products reporting (expected general availability by end of July). What will be delivered: New products report under the deals section, where the source table displays also all the products attached to Deals that meet the filter criteria; 20+ new products…
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Has anyone mastered a pre-built "SnapShot" for Landscaping?
Hi everyone, I'm Anthony a business owner here in Phoenix, AZ. Im looking for the communites input if anyone here is using this software for landscaping. I'd like to know how you have it structured, if you can share your feedback if your in this field I would greatly appreciate it.
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Is there a way to share PDFs with my team?
My sales team needs access to different PDFs to send out as links to leads. I have our SharePoint folder synced with SmartDocs, and I uploaded one PDF to share, but it doesn't let me share to other users. Is there a way to share these files through Pipedrive? It seems like you might only be able to share templates, which…
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🚀 Exclusive beta test opportunity: Be part of the next AI evolution
Hey Pipedrive community! We’re excited to offer an exclusive opportunity for 100 companies to get early access to the latest AI innovation at Pipedrive. Launching in the beginning of February 2025, this beta release offers you the opportunity to experience our AI firsthand and contribute to shaping the future of sales…
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Waiting for a response to a sent email: how to help our memory.
Today it is essential for companies to improve communication management processes towards customers and suppliers as much as possible in order to be more competitive. How many times does it happen to send an email to a customer or lead and not receive a response? If we multiply this process (especially in the case of…
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Having projects included with the other filters
Hi Pipedrive, It would be extremely helpful if the fields from the project area were available alongside those from deals, people, organisations, activities, and products when creating a filter.
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Web Form Statistics Should Have a "Reset" Option
Our Users would like the ability to "reset" a web form's statistics with the click of a button. We don't want to have to create a new web form and update links every time we want to do this. This would allow for: Clearing out test data when building a form Using the same form (like a website contact form) from year to year…
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Goals in hierarchical breakdown / filter goal report by team
It's great that I can assign a goal to a specific team. But this only really makes sense if I can do it at a hierarchical level. After all, team goals are listed side by side and together they make up the company goals. In Pipedrive, I have to create a separate goal for each team AND (which is my actual problem) I have to…
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Batch link emails
Linking emails to projects or deals individually is annoying and a waste of time, especially if there's a clear pattern. I.e. search inbox by sender or email subject > clicking 20 times on every email = tedious. Doing the same, then selecting all, then linking them to a project / deal = saved a bunch of time. Similar to…
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Make merge tags work when you send a test email so you can test the merge tags.
Make merge tags work when you send a test email so you can test the merge tags. Right now, if you select "send test email" all of the merge tags will just appear blank in the test email you receive. This seems like an oversight.
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Including a link to a deal in an email reminder to the sales team
Hi - we have automations set up to remind sales people by email when a deal has been in a pipeline stage for too long i.e. you need to move this deal along ASAP. It would be great if I could add a link in that email back to the pipedrive deal. Is this possible?
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Email Template Automation - Facing Issues
Hi, I'm a new user to Pipedrive and this is my first time setting up email automations with you. I've used one of your templates - Email sequences to new leads - however, I've had to change it substantially in order to get the automation running. I have a couple of questions: 1) Lead Labels - I had to remove this from the…
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Email Tracking
Does Email Tracking only work if the email was sent directly from Pipedrive? Are synced emails sent from Outlook not tracked? Thanks.
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Linking multiple contacts to the same PROJECT
We have multiple clients where there are multiple people in that organization we have to communicate with regularly concerning a single project. By only having the ability to link one contact to the project, we are missing emails from others inputing on that project. I know that you can link multiple people to the…