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Filter or Activity types in History
It would be nice if the History section had a filter so that we could filter and show specific types of activities. Or, it would be nice if we could add our own tab, like Calls next to Note and Email.
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Change the "Lead Created" Date
We need the option to change the "Lead Created" date to a custom date. Leads that are added into PipeDrive or converted from a deal, should not always have the date that the action was taken. Changing the "Deal Created" date is simple, but there's no option for changing the "Leads Created" date.
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Shared Inbox / Team Inbox
We should be able to use team inboxes. Like info@... Currently our company does this - but it makes managing the inbox inside Pipedrive a nightmare! Pipedrive should have some filters for the inbox, far superior to what is already there - it's extremely weak. We should be able to filter, and see emails linked with a deal…
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Duplicate Entries with Zapier
Hello, I'm running a Zap that creates a new person and deal when we receive a call through CallRail. I use Find Person; if not found, create a person. I then filter the next step by looking at the status of the find person (FALSE). It then proceeds to create a deal with the ID from Find Person. It works great, but…
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Adding new user with Macmail
Trying to add a new user but when he tries to email from a deal the system tries to connect him via Microsoft not via Mac Mail
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Merge Tag Field is blank for first name when sending campaigns
When programming campaign email templates and using the merge tag field, first name doesn't populate when sending. It shows up as blank on delivery. I know it doesn't show up when sending a test, but I tried sending the campaign to a gmail account and it doesn't populate. The first name is available in the contact. How can…
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Does Re-Opening a deal to adapt loss reason, then closing it again change the win rate
Hi everybody, we have an automation running, sending reminder emails 4 days after an offer has been sent out, then marking deals as lost after another delay period. For lost deals with highest value we have conducted a call campaign uncovering real loss reasons. Now my question: if I re-open a lost deal (marked lost by…
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Remove the word 'deal' from Deal title
When I create a deal each time, the word 'deal' appears in the deal title field. This has some logic, but it's just unnecessary information in the deals pipeline view, and I should be able to change it. Thank you and please take a look at this issue.
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Add 3-4 deals/leads to one activity
HI I would like to add 3-4 deals/leads to one activity. I aske Ai and received the answer that it´s possible, but I can´t make it, not my colleagues either. It is in this stage I would like to add a couple of deals. Thank you in advance.
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Xero app in Pipedrive
I'm using the Xero app in Pipedrive, but I’m not sure how it's actually create invoice?
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new Field type - look up / Query
Can I request a new feild type? Ie feild / entitie look up with a level of filtering. We also use a Saas Application called Flow production tracking (see below) and it has lots of very powerful field types that let users customise th eapplication to their needs… please some of this :)
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Comment on @ Mention Notes in Leads
Our team is utilizing the "comment" feature on Deals more and more. They would also like to do this on Leads, but it does not look like this capability also extends to Leads. Could this be a future Leads improvement? Where the Comment option could go:
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Notes summary field / Last note
Hi we have user who like to use the spreadsheet view for deals and leads, they would also like to see the last note in a field. would a last note or note summary field be posible Cheers J
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Webinar Q&A: Grow revenue with a modern sales approach
Dear Pipedrivers, Thank you for attending our webinar "Grow revenue with a modern sales approach" last week! We hope you enjoyed it. We received a lot of great questions and, unfortunately, couldn’t get to all of them live. As promised, Collin Cadmus has answered all the remaining questions in writing - you can find his…
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URL não atualiza ao abrir detalhes em painel lateral em Negócios
A nova funcionalidade de "Abrir detalhes em painel lateral" no pipeline de Negócios não atualiza a URL quando um negócio é selecionado. Isso impede o compartilhamento do link com outros usuários, pois a URL permanece a mesma do pipeline. Isso é um problema, pois o usuário não consegue compartilhar o link do negócio…
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How do I modify the list of Industries in the organization in a lead?
When I enter a new lead or organization there is a default field called industry, and it has a predetermined list of industries to choose from. How do I edit this list? When I go to the data fields in company settings there is no list, and it indicated I can access or change some things, showing a circle with a slash…
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Adding Custom Pipedrive fields into emails
(I believe this is not currently possible so can this be a feature request?) I would like to include all of my Custom fields in an email, as merge tags, not just the basic First name, Organisation etc. The reason is that we want to email our database with their specific order/project details, dynamically filled in the…
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Duplicate Contact
We may have a unique situation but it would be very beneficial if there was an option to duplicate a contact. This would allow us to create a new contact with the same notes and files of the original contact, without deleting the original contact. This is important to us as in our business, we have clients moving into…
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Add Activity Name to the Leads List View
Hello, can we please include the ""Name of the Activity"" (Ie Customised activity name, whether its a meeting, follow up call, calendar meeting etc) into the ""Leads List View"" please? If we have this, it will allow us to determine which ""Activity Types"" Require a particular action when Bulk emailing from the Leads list…
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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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Has anyone integrated Attention to Pipedrive?
I'm looking at Attention and they say they do not have a native integration with Pipedrive but say that it has been done. I'm curious if anyone has done this and if it works.
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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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Please include a drop-down list option on the Web Form for use with countries and/or product lists.
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Webhooks V2 Needs Custom Field Names & Values
The point of a webhook is to pass easily referenceable data to another source. In V2, you're passing a field hash instead of a custom field name which prevents one field from easily being distinguished from another. Even worse, you're passing the internal PD ID of a field value, and not including the value that it…
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Selecting automations for a specific user
If you want to see the automations for a specific user, the following appear in the selection list: belongs to me belongs to others (deleted user) ... ... (deleted user) name of an existing user name of an existing user This is more than annoying. I see the following possible solutions: a) put the so-called (deleted user)…
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Is there a setup I can copy to use for The Speaker Lab
Is there a setup I can copy or see to setup like The Speaker Lab suggests
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Document Storage Options
I would like the option to choose which sub-folder my documents are stored to. I currently link with Sharepoint and would like to choose a specific sub folder to link too. This is required as Sharepoint is also used as our business server and so we don't want random pipedrive documents appearing in the primary folder with…
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Job Title
Job Title is an important field for us. I was able to add it as a custom field but there are numerous places where we need to see it including leads inbox, "people tab" of contacts, "people panel" of an organization, "participants panel" of a deal. Can we get the job title to appear in the participants panel of a deal and…
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Thank you page after scheduling an appointment
Hi If a prospect schedules an appointment with the scheduler, I want to redirect him to a thank you page on my website. Calendly is doing it perfectly, and I am missing this feature in Pipedrive. Can you please add this redirection possibility? Thank you Dieter
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Allow multi-select in custom person/org field
Right now, you can add a customer field that allows you to reference a person or an org. But it is only single select. There are many scenarios where we'd like to multi-select one of these. For instance, we could have more than one Competitor (a list of which we maintain as Orgs) for a given customer. You can do a…