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Show on Map for Leads
Why isn't there a "Show on Map" feature for Leads, when it is available for Deals, Contacts and Organizations? We essentially have two addresses associated with each Lead - a mailing address and a business address. Both these addresses are carried over to Deals when we advance a Lead, and we are able to see the Deals on…
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Merged duplicate organizations automatically
When transferring contacts from LinkedIn using tools like Surfe, duplicate organizations are created. I know they can be merged manually, but why isn't this done automatically?
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Monthly goals per product
Hello, Is there a way to create a sales goal per product vs what has been sold? Thank you!
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How to hide "Onboarding checklist"?
The button keeps getting in the way, and I don't understand how to remove it completely!
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Branches of Organisations
Hello there, I'm trying to integrate the branches of the various organisations in Pipedrive. It's important for our work, because we do not only have deals for the whole company (organisation)but for their single branches. But i could not figure out how's the best way. Are there any plans from Pipedrive to make a third…
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UX Improvements in bulk operations with contacts
I can say for sure that this sidebar on the right should not open automatically. It violates all UX design principles and makes it impossible to select multiple contacts. You left horizontal scrolling, but the left column, which should serve as a guide, is not fixed, causing disorientation. Even if you fix it, the last…
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Cancel the campaigns add-on during trial period
Hi all, I understand that PD is a money generating entity and all that BUT my company (an existing user of PD) decided to try the Campaigns add on and unfortunately I didn't see that there were problems with the platform until it was too late. The issue that I have is that of course, they have my payment details for the…
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Transitioning from Pipedrive Campaigns to Mailchimp
Hi everyone, Due to ongoing issues with Pipedrive Campaigns, we are planning to switch our email marketing to Mailchimp. Has anyone here made this transition before? We're finding it challenging to transfer our Pipedrive filters to a Mailchimp audience seamlessly. Has anyone successfully managed to get this working? Any…
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Need Consultant - new user - also interface with ConstructConnect
We are a manufacturer that sell through distributers and get leads through ConstructConnect or other lead sources. New to Pipe drive and setting it up.
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Mobile app support for email template formatting and attachments
Hi Pipedrive team Currently the Pipedrive mobile app does not support formatting or attachments with the email templates: Formatting: Even such simple things as paragraph breaks and dot point lists are lost, as well as any bold emphasis. The text is displayed as one large jumble of a paragraph; and Attachments: The…
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Allow values in fields to be changed without confirmation
I propose simplifying data entry by allowing values in fields to be changed without confirmation – a modern and secure method. Why is it secure? Because changes only take effect after losing focus. If the user accidentally enters data, we can display a notification with the option to undo the action or support the standard…
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Replying to email threads in bulk
"Send group email" feature exists, but it doesn't allow to send replies (answers to previous threads) in bulk
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Live Chat : Offline/Online
The Offline script is triggered instantly (and not after the timeout) when no user has activated the "I'm online" status on their Pipedrive account. This is very useful to avoid waiting for a visitor on the chat outside of our company's opening hours. Now my question is: how to automate the activation/deactivation of the…
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Custom fields enhancement
Hello, Would it be possible to have a custom field format "%" ? Would it be possible to have a custom field feature to calculate data by using other custom or not custom fields ? Thank you
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Add Custom Fields to Goal Report
Seems pretty crazy that PD offers custom fields yet we can't generate Goals from this data
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Sandbox for testing existing account
I want to setup a sandbox account for API testing using data from our current Pipedrive account. Is this something that is possible with Sandbox Account in the Developers’ Corner? Thanks,
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Does anyone use MEDDIC in Pipedrive?
How was this sales methodology integrated into Pipedrive? Do you create 6 custom fields and the team fills in each one?
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MEDDIC in Pipedrive
Hi Folks, Has anyone integrated MEDDIC scoring into the 'Deals' view in Pipedrive? It looks like there are some limitations that prevent you from linking a value to a text option to produce a score. While you can create customer fields with dropdowns, there doesn't appear to be any way to tally the collective scores to…
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Add more variability to the product catalog
The main activity of my company is outsourcing. When forming a price proposal, we apply many conditions that are not currently considered in the product catalog: Market / Country (Domestic, Global) Tariff rate (15-30%) Category (Contingency, Retained, RPO) Work mode (Full-time, Part-time) Work arrangement (On-site, Remote,…
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Contacts eMail filed contains multiple values (work, home, others) that can't be filtered, used on w
When one contact has more than one mail we face multiple issues: * The options Work, Home and Other are not enaugh.* For example, it does not allow to check one email address as "old" for one contact, and if we delete the email address because it's not longer valid, we lose the mail thread with that contact. People change…
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Integration to convert quotes into invoices?
My sales team is currently switching back and forth between Pipedrive and another app to actually create the quote and collect a deposit. We take 50% upfront and the other app allows us to convert that approved quote into an invoice, which automatically takes off the deposit fom the final invoice. Is there any sort of…
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Importing Organisation relationships
It would be really handy if via an import you can assign the organisation relationship, currently workarounds have to be made which takes you away from using the native relationship management feature, also because you cannot do anything with that feature, apart from viewing and exporting via the back end. I have a client…
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insights enhancement
Hello, It would be interesting if in 'goals' insights, when we want to set goals for activities, they are not necessarily linked to a pipeline but apply to all activities through Pipedrive (contacts / organization / leads…). Thank you
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Lock the first column in the contact table
Please lock the first column in the contact table for easier navigation.
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Emails are not completely syncs for a deal/contact
Emails are not fully syncs under a deal for one contact, I'm not sure how sync work but it would be great to have all the emails from same contact appear in same deal to have better visibility of communication. This is not a cache Issue so please don't suggest that solution, it is a feature request and would be great if…
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Improve the contact adding popup
There are many ways to make this popup more aesthetic and user-friendly. Proposal: Make the window wider. Make text areas where a lot of text can be entered (TextArea) taller and automatically expand when long text is inputted. Don't show all fields at once. Add a 'Show more' link. Group fields by type (for example, social…
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Request to improve scalability of contact and deal fields
The current interface does not support scalability. Have you tried dragging the last column to the beginning of the list? Here's an example of how it is perfectly done in another CRM: Contacts: Deals
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Disabling double-opt in
I am trying to send my newsletter out to all my Pipedrive Leads that have an email address. They are all subscribed under marketing preferences. But the double opt i n in blocking the contacts pulling through. Can I disable this or do we have to first send them all an email to opt in? Hope not.
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Request to add basic contact fields: Job Title, Website, LinkedIn
Please add the following contact fields: Job Title, Website, LinkedIn by default.
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How to change contacts with Bounced status
Hi Everyone, So, for the past month about 600 contacts have been soft and hard bouncing emails from my organization. This has happened to the point where those 600 names have been relegated to the "Bounced" marketing status. Since then, we have authenticated our domain on Pipedrive and cleaned up our list of spamtraps and…