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Share Dashboard by email
Currently there is no option to share the dashboard by email. Gathering the data and organizing it in a comprehensive way is needed to drive commercial decisions. Having this scheduled to be received on a weekly basis helps on expediting the whole process and avoid emails, etc. So, I wouldn't be raising this if it's not…
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Hide completed deals in Pipedrive search bar
Hi Pipedrive Community, I’d like to suggest a feature that could improve the search functionality in Pipedrive. For users who manage multiple deals per customer, it would be incredibly helpful to have an option to exclude won or lost deals from search results. Currently, all deals show up when searching, which can be…
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Anyone else having issues delivering campaigns today?
So today my marketing associate and I noticed that the test emails for our campaign were saying they were sent, but were not being received by anyone at our company. I tested to make sure this was not a company domain issue by also sending a test email to my personal gmail account. This was also not received, not in spam,…
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Constant spam in Pipedrive web forms
We are getting a lot of spam web form submissions, which ruins our conversion tracking and wastes our team's time sorting through and deleting them. Has anyone found a workaround for this? Perhaps Pipedrive could implement a different / better reCaptcha approach, honeypot, etc.?
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Lost Reasons Should Stand Out More
Lost Reasons should stand out more in the History section of a Deal. The Note background should be a different color, or the font bolded, or something better! Also, it does not seem like all of the information is being recorded. The Lost Reason from the dropdown selections for this Deal was "Cascade decided not to pursue"…
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Deals that got converted from Leads need a filterable designation
We need a better way to pull a list of Deals and filter by whether or not they were converted over from a Lead. Could this be a system field we could pull into a column in List view? We have a workaround (custom field populated by an Automation on new Leads) but this could still be helpful for others!
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Sync activities to calendar - automatically add organisation
When syncing to my calendar, is there anyway to get the organisation name into the title? So for instance "Follow up" would arrive in the calender as "Acme Inc - Follow up"
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Recurrent contact with old contacts/organisations
Recently I learned that creating a recurrent activity to contact persons/organizations that you are not in touch for more than x months and you have no scheduled activity in the future, is not possible with Pipedrive. I think this is a very helpful feature that can help on keeping the data current and engage in further…
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Source channel field in the Deal Conversion Report
I was so happy when Source channel field finally appeared in Pipedrive. But I've discovered that nothing is displayed when i select the Source channel field making a Deal Conversion report. that is weird...I can see how many Leads were converted into Deals but then I can't see how many of them were Won. Means I still have…
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Get more out of Pipedrive: Tricks to optimize your account
How to Get More Out of Pipedrive - Top Tips and Tricks In this video, Pipedrive's resident expert James Campbell shares tips and tricks for optimizing your Pipedrive account. Whether you're new to Pipedrive or a seasoned veteran, take the opportunity to learn or refresh some principles that will help you close deals…
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More Settings on Visibility Groups
A view only setting for Deals, Contact or Leads for where another colleague (not necessarily a follower) can view only contact name and contact owner on a given deal. The idea is to open just enough information to brokers to collaborate without changing deal ownership or revealing a contact’s email or phone number.
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Sandbox, Production parity
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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Deal Search Results Should Show the Pipeline
For some of our customers, we are pursuing multiple Deals in multiple Pipelines. Users have told us that they would like to be able to see the pipeline that the Deal is in within the search results. We agree! This would help someone know which Deal is the correct one to open up! See below for where the pipeline name could…
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UTM - leadsource tracking for webforms.
It would be great if we could track what campaign it came from. But today the Pipedrive forms don't support it and it's in iframe so it cant be tracked from external systems. It's so important to know what campaigns deliver sales leads.
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NOTES SHOULD CARRY OVER FROM DEALS TO PROJECTS
We notice that once a PROJECT is created, the notes created in the deal are not visible in the project. We have job coordinators and project managers that only work in projects once deals are won. Deal notes, mentions and emails should attach to projects once a project is created.
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How to see contacts with multiple open leads
I'm trying to find a way to list all of the leads of contacts that have more than one open lead in our system so that we can close out the old ones and focus on the new. It gets extremely confusing since the agents can't view the leads and when they were created from a contact. In the leads inbox I see a "Person" and "Open…
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Webinar Q&A: Pipedrive Product Talk: CRM innovations to unlock sales success
Hello Pipedrivers! ☀️ We would like to thank everyone who attended our recent Product Talk webinar we conducted on October 17th. Your presence and active participation made the event a tremendous success. During the webinar, we received an overwhelming number of questions, and while we tried our best to address as many as…
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Field Descriptions needed on Organizations and People
This is self-explanatory! The field descriptions on Lead & Deal fields is a great addition to Pipedrive, but we need this for Organizations and People, too! Orgs are where we have the majority of our fields. Please roll this out!
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Why is there a difference in the subscription rate I am being charged
Just finished several weeks of testing between a few different CRM's and Pipedrive won. 1st day of real use and already not happy. The support bot just goes in circles and you cannot get to live help. Tried many different trees, with no success. Does anyone have path to get past it? It shows we should get chat support with…
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Incorporate Deal 'Followers' into Automations
We would love to create an automation whereby if a deal is created and owned by someone different to the Organisation Owner that the organisation owner is automatically added as a follower. I am almost able too but the feature I'm missing is the action to add follower within the update deal stage. Right now I am at a stage…
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Revenue report shows wrong numbers since it can't handle more currencies
Was surprised to hear from PD support that if you have more than one currency then you can't use the new MRR report. E.g. below 5$+5€+5DKK = 15DKK which is obviously wrong. E.g. below report in DKK should be app 388K.
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Can we automate a Number in a Title of an Activity ?
I would like when my automation is triggered, to incremente the no.X. So if last week it was "IMP SN Week no.12" … the automation triggered this week would be "IMP SN Week no.13" Thanks 😀
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Private Notes, only visible to the author.
The Birthday field post by Melissa Lautenbach got me thinking about this. I record a lot of personal details about my clients on my phone, rather than in pipedrive due to GDPR issues. Things such as family life, home area, married, kids, school, sport interests etc. It allows for a richer conversation when we are chatting.…
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CC on a document/template
We send our engagement agreement via PipeDrive (Templates), and in addition to sending it to the signer, we often we need to cc our main contact who is not a signer. I don't see a way to cc a non-signer. Am I overlooking something or is it not possible to do? Thank you!
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Support Ticket Software that shows support tickets in Pipedrive widgit?
My sales team is exhausted not being able to easily see open or historical support tickets and their status in pipedrive. We currently use freshdesk, but would make a change in a heartbeat if we could get the ticket data into pipedrive. Anyone have a recommendation?
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LinkedIn Sales Navigator integration?
Hello everyone, I noticed that LinkedIn has now made Sales Navigator integration available with HubSpot, following its integration with Salesforce. It would be interesting to know if a native integration with Pipedrive is planned for 2025, as Sales Navigator provides a wealth of information on corporate organizations. What…
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Making Automatically Created Activities Traceable to their automation
Hey Pipedrivers, sometimes, activities are automatically created in the background without being noticed. It would be helpful if it were possible to identify when an activity was created by an automation and if there were a direct link to the corresponding automation.
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Job Title showing up in the Address field when running a report
Hi - I am running a report where I want to see a Person's Address. I have Person's Name, Organization, Address and Job Title. However the Job Title is showing up in the Job Title field and identically in the Address field. Help!! Thanks!
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Rotting Days Counting Work Days Only
It would be great, unless there's a setting I'm missing, for only work days to count towards the 'Rotting Count'. We have a 3 day period set due to our industry, but this means that most Mondays we come in to a very red looking deals page
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Replying to bulk emails
Hi: I hope all is well. Please help us solve an issue. After we have sent a bulk email...for example, 35 leads with identical template emails...we would like to send a follow-up bulk email to all those leads that have not responded and said the follow-up email would contain the previously sent email, within the newly sent…