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Easier Contact Date Update
The highlighted box - every time we talk to a contact, this needs to be updated. Many times, it will go without being updated for years even though the person is there. Why? Because it is daunting to flip through to find todays date and it will close out on you if you go to fast. My idea for a solution: please add a Today…
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How Do I export all of my contact data including notes all at once?
I can't seem to find a simple way how to export all of my contact information including the notes in one simple step. Can someone guide me on how to do it? Thank you.
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Use projects without needing full license?
Hi, we are considering moving all our Jira users to the project board in pipeline. However our vast majority of team will only need projects in Pipedrive and nothing else. But when trying to test it out it seems it is demanding a full license for the user? How is that possible, the project function is like a 8 dollar cost…
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Prioritising or grouping tasks and project tasks
Is there a way to do this? I have multiple projects some with priority tasks, how can I pull all of the priority tasks into one list or group to see them without having to dip in and out of the various projects?
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Automatically add Smart Data to contacts
It would be very useful if Pipedrive could automatically add Smart Data to contacts (rather than needing it to be done one by one. The other CRM that we are comparing against (Streak) has this feature. BTW Smart Data is great!
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Deleted email are not synced
I use the email sync feature of PipeDrive. It's a good idea, especially to integrate incoming email from contact to a lead of a business and share it with other people of the team. As it sync with each employee inbox folder, and as PipeDrive email feature is fine but not the-mail-client-killer, each of us still use our…
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Bulk Change Custom Field Properties
Pipedrive has just launced new features for visibility of custom fields within a Pipeline. However, you currently need to manually change each and everyone to update the settings. This is the same for all the settings on custom fields. Please update to allow for bulk change of custom field properties.
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Printing the entire deal instead of just the first page.
Hello - There is no thread I can find in the "Ideas and product feedback" section (a link would have been helpful BTW). When I search printing - I get no results and I honestly don't have time to search through all of the pages - this program is supposed to save us time right? entering "printing" into the search bar only…
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ATTACHING FILES TO AN ACTIVITY
Hey Pipedrive! It would be so cool if you could add a feature of attaching files to an activity. Especially an activity where we invite external e-mail addresses to the activity (i.e. a meeting that will appear in Outlook). So we have it attached as an e-mail in the sync with Outlook! Best, Ayumi
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Filtering the contacts
It would be great to have the opportunity to filter based on the columns in the contacts view. That way the bulk edit could go much faster.
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Bulk delete contacts from my customer database
I've used Zerobounce to clean my customer database, I've never done this in 12 years so I've got a lot of contacts that need removing, well over a thousand. Is there a way to match the contacts I want removed in bulk? I'm thinking uploading a list of contacts for Pipedrive to delete rather than import. Thanks Anthony
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Unstacking phone numbers in 'Linked people' view
Is there any chance of unstacking the phone numbers when viewing an organisation's staff under the 'Linked people' view. It's really easy to accidentally call the wrong contact if you are using click to dial. Also, if a contact has more than 3 phone numbers, the user experience is terrible having to use the scroll wheel to…
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How to support the nurturing of Customers that have a subscription with us
Hi, We have the following case. We have one off products and product wit an annual fee that will be invoiced every year. The customers can stop this by stopping the subscription. We defined a products with a billing frequency of annual and "(automatically renewed)". The moment the deal is won i want to "transfer" this…
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Automate - unopened emails create a new task
Manual send emails, if not open in 3 days, create a new activity automatically.
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Comparing data over previous periods of time
Hello, While I used to enjoy more the previous report system, I'm adapting to the insights system. But the missing compare to previous period feature is killing me. For me it's a basic sales analysis. I would like to be able to add another axis to my charts to compare to previous periods (last 6 months or same period last…
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How to get rid of mortarboard icon at the bottom
Greetings, I'm forwarding a question from my client. This is what my client saw when she tried to import Excel data to Pipedrive. At the bottom right corner, the mortarboard icon almost covers the submit button in the green box, and she sometimes hit that icon instead many times. I cannot replicate this issue from my side.…
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With regards to Prospector
1 - what are the cost of credits for use on prospector 2 - does it only list companies or also individuals of a specific job title
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New filter conditions "is one of" and "contains one of"
Hello, could you please add another criterion "is one of" / "contains one of" next to the conditions "is", "is not", "hes been", "contains", "does not contains", "is empty", "is not empty", with which you can enumerate the elements of the field, which should all trigger a hit in the filter. Especially when building filters…
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New: Recurring Products (Products as Subscriptions)
Hey Pipedrivers 👋 The Recurring Products feature is being gradually released to all regions, with general availability expected by the end of April 2024. You can learn more details about this feature here. Where: The new functionality can be found in the details side panel of a product and in the interface that you use to…
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How to define Deal-Owner as sender of an automated email?
Trigger: are 3 specific custom field in a deal filled? Actions: If yes: Move the deal to another stage. Send an email. The Issue: I want the email to be sent by the deal owner. I'm using a template (not ideal, but I haven't found another solution), which references the sender’s signature, as this includes a link to the…
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Contact to Deal automation - doesn't work in 2 pipelines
Hi there, I got stuck on the following: Always when a new contact is created, I want a deal to be created automatically. Now we are working in two pipelines that need to be separated. But when I add a new contact in pipeline B that automation puts the contact to pipeline A. I tried to put the pipeline phase in the…
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Error creating a Lead - provided dataset is not valid
Hi, community, I am pretty much new on Pipedrive, this is my situation and perhaps you can help: I have my wordpress website with a form developed with Gravity Forms linked to my Pipedrive account using the plugin "Gravity Forms Pipedrive Integration". Currently, the form generates the following entries on Pipedrive: -…
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Feature Suggestion - due dates relative to expected close date
It would be a game changer for our business to have the capability to make due dates relative to the expected close date. We are caterers and we use the expected close date as the event date. We are using Pipedrive from the beginning of the sales process into the prep-for-event process all the way until the event is…
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Suggestion: Workflow Automation for Email Opened and/or Replied to
In workflow automation, it would be useful if some scenarios could be added in order to automatically tag or label a contacted person or deal. When a recipient opens an email or replies to an email, an automation could be created to tag or label that person so it is easier for us to see this information easily. For…
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Importing "Lead Created" with Back-Dated Information
I have a problem when I tried to import my back-dated lead created into my Pipedrive account as I could not find any of the "Leads created" for mapping (while the deal created had). After checking with support, there's no "Lead created" to be mapped, this mean I could not import my Lead created back-dated into my Pipedrive…
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Sync Shopify product catalog to Pipedrive
Hi community A new clist has 200 products and its important for us to use with the CRM Can i somehow sync it with the product catalog of Shopify? so every time they update the products in Shopify it will update it in Pipedrive? The only solution i've found is to make a manual/automatic sync with make.com Thank you
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Clicking on Lead's Email not auto-populating in the TO field of draft email.
Our sales team notices an odd change in PipeDrive setup: They often write emails to leads in the Lead Inbox and they start these messages by clicking on the lead's email from the Lead Inbox. That opens a new draft email in the Pipedrive email editor with the lead's email auto-populated in the TO field. What's odd is that…
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Person/Org Custom Field Filters
I’d like to propose an idea for improving our use of custom fields in Pipedrive. In our company, we have multiple person and organization custom fields, each with specific expectations for the types of entries based on labels or choice-based values. It could be beneficial to implement filters or conditions on these custom…
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Rotten Deal Data Field
Our team would like a way to track Rotten Deals. My idea is just a data field that would be set to "rotten", "true", or a date signifying the date the deal went rotten. Benefits of this would be that it would be more easily trackable for automations, allowing you to automate follow-up emails, set reminders for yourself,…
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It would be very useful to be able to link emails to organizations. Anyone else agree?
It would be very useful to be able to link emails to organizations. Anyone else agree? Why can we only link emails to deals and people?