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Preventing Users from Modifying Others Activity Status
Is there any way to prevent users from changing the activity status of other users?
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Make the product section in the Pipedrive deal a required field.
At the company I work for, I am responsible for using Pipedrive and the data the sales team put into the system. Now I often have the same problem that our sales team does not fill in the ‘products’ piece in the deal. This part is very important for our company to see what products are in the ‘pipeline’ and, of course, to…
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Make the sandbox have the same featureset as our production instance
We are trying to use the sandbox to prove out potential configuration changes we would make in our production instance of pipedrive. Is there a way we can make the sandbox have the same featureset as our production instance? For example, we can setup visibility groups in the sandbox. Thanks for your help.
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Can we create a new pipeline for Account Management after the sale?
Our org has been using Pipedrive to track the sales process. We love it. However, after we mark a sold account as "WON", is that the end? Can we create a new pipeline and move the WON account into a new ACCOUNT MANAGEMENT pipeline? Please advise and thanks in advance! KEvin
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Settings to change the Document expiration date
60 days is sometimes not long enough for my clients workflow (using for Travel Waivers, not sales contracts) I would like to see a global setting for doc where you can specify the duration prior to doc expiration and/or turn of expiration.
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Deal Labels -- Change order of appearance
Hi. We are making much more active use of deal labels, which involves changing and reorganizing labels in addition to just assigning them. The fact that the labels drop down list always shows them in chronological order leads to lots of scrolling and means that the labels that are most likely to be (almost) obsolete appear…
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Want to create a customer facing portal and integrate with pipedrive. Has anyone already done it?
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Product datafields
Hi everyone. We are facing a problem with product datafields periodically. Why can't they be seen in deals? Thanks
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Boolean: True / False Fields
I'm 100% sure I have to be missing how to create a true/false field besides a dropdown field that contains true and false values only. Can someone please tell me how to create a boolean true/false field? Thank you!
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Notifications - Close button
Hello, it'd be a nice have being able to close the notifications that pop-up in the bottom right corner when any update is performed wherever.
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Include Projects in reports / dashboards
Hi It would be really useful to display dashboards for our projects now we have launched this for our project management. Even just a view of the project board would be great.
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Address Field NEEDS Zip Code!
I've been using PIpedrive for 10+ years, and the address validation that occurs during entry is great -- except it doesn't display the zipcode unless you start to type it. The funny thing is the Zip Code is decoded and stored the the deals table custom field, available via the API. I need it to display in the field for…
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Email: Reply on top / Send button always visible / Cmd+Enter to send / Move tools above typing pane
First of all, I love PD and have been using it for more than 5 years. Yet, there's a few things that have always driven me nuts. Here's a few of them pertaining to emails. Whenever I want to reply to an email, the reply pane ends up at the very bottom of the screen, below the messages. The send button often ends up out of…
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Can we CC on Group Emails
Is there a way we can CC specific additional personnel on Group Emails in Pipedrive
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Is it possible to create a general signature for every user?
I would like to create a general template for a signature in Pipedrive where every employee only has to change their name and title and phone number. The Pipedrive email tool is also unable to fully put in the signature we use due to the limited editing options (font, font size, tables) etc.. I would love to have more…
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New: Speed up your LinkedIn prospecting with Surfe
Hey Pipedrive community! Capturing LinkedIn lead data should be easy. Save time manually switching between tabs and bring your CRM straight to LinkedIn with the Surfe integration for Pipedrive. Try it today using the link below to get two months free: Try Surfe free With the Surfe integration for Pipedrive, you can qualify…
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Add another status (won/lost/open) Need No Bid
How do I add another option to 'status'. Need to add No Bid to the Won, Lost and Open options.
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Edit data fields in leads table views (like you can for deals/contacts/orgs)
Currently, when you want to edit data fields for leads you have to click into the lead before you can edit the field. In the deals view (and also contacts and orgs views) you can edit the deal data fields from the table, not having to click into each deal. This is much faster and more efficient for editing deals quickly.…
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Overview of all customers that we have sent a esignature request via Pipedrive
Hello, we are using the esignature feature in Pipedrive. Can we export or filter for a list of all customers, that received a request to sign a document via the esignature feature?
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Monthly and Yearly Calendar
I was surprised to find that Pipedrive doesn’t offer a monthly or yearly calendar view, which is a common feature in most CRM software. Even more surprising is the lack of flexibility in choosing custom date ranges, like 3-day, 5-day, or 7-day views. This limitation makes it difficult to manage events efficiently, as I…
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Better Contact Timeline
Hello, I love the Contact Timeline feature because it helps put things in perspective. Currently the contact timeline only shows future events if the 12-month option is selected, and even then, it only includes events from the same year. It would be very helpful if, along with past events, we could also see future planned…
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Calling pipedrive to display a record using a URL
HI, is it possible to call pipedrive to display a record? Our phone system can make a single call, it has to be a URL, not a program. I can call the API and get the JSON record, but can I call pipedrive just to display the record instead? Using this will call, will display the JSON. How do I call it to get it to dsiaply?…
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Wait For Condition Time Extensions
Hi All, I was wondering if anyone else has an issue with 'wait for condition' in their automation with them being to short. With a max wait time as 5 working days (or 7 including weekends) i personally think this is too short. For my automations, sometimes i need longer than the max time for my automations to work. I…
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Duplicate email templates
I'd love to be able to duplicate email templates. Often I have a number of templates which are very similar but worded a bit differently for different purposes / lead types etc. Currently I have to copy and paste the whole thing into a new one... to be able to quickly duplicate a template would be amazing.
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Names displaying incorrectly after Zapier automation
Can anyone help? I've created an automated process going from a Squarespace form that creates a person in Pipedrive, creates a Deal in Pipedrive and then sends an automated email. It all works perfectly to the customer but for both the person and deal in Pipedrive the name doesn't display as normal i.e. John Smith but as…
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People: customizable pop-up
Hi, it would be great if the pop-up showning people's data could be customizable/configurable. In addition to the data shown below, I would like to display the "job title": This would allow me to have immediately a vision of whom to call first. Eg if I want to call the HR director. Presently, this data is not displayed on…
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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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When I assign a lead/transfer ownership of a lead to a colleague, can an automatic email be sent?
Hi there, I monitor our Pipedrive lead inbox and then allocate leads manually from there by transferring ownership to another member of our team. To notify them of this allocation I'd like an automatic email to be sent to them so that they know they're now responsible. Is this possible in Pipedrive?
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Hiding Deal value
Hi everyone, I wanted to know if there was a way I could hide financial info (i.e deal value etc) without restricting too many permissions for my other team members. I'd like to keep the value numbers just for upper management, but would still like to allow users to edit other deal information. Is there a tool I can use or…
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PipeDrive Expert Required UK Based
We are looking for a Pipedrive expert based in the Midlands UK. Please get in touch to discuss