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Can I automatically resize Product Image file for a Quote?
The support team said that the Product Image is 128 pixels. When I use smartdocs the a cell for the image, no matter what size the cell is, the image is very small and has to be manually resized. It would be great if the image filled the size of the cell. Do you have any ideas on how this could be achieved? Perhaps the 128…
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Project Task Views/Filters by Date, Group and Board
Would be great to have more capabilities for sorting through tasks. Our current system leads to users having a large list of tasks, and it would be helpful to view them by board or phase, as well as a date filter that could show X days ahead (for example the following week).
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How do I send an email sequence/cadence with out an automation?
I see how to send a one-off email, as well as an email sequence with an automation. How do I send an email sequence/cadence without an automation? This is very basic functionality that every other legitimate CRM has, and it doesn't seem to exist in pipedrive. I simply want to send someone a series of emails without setting…
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Automatically Changing Deal Stage when telephone number is added to contact
Hello, i wonder if it is possible to change the deal Stage when I add the telephone number to an contact. So far i didn't get it wo work, as i can only change a specific deal, not everyone. In the red circle i can only choose a specific deal but i want the rule to be set to every deal. I'm quite new to Pipedrive so there…
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How add a birthday to the contacts (DOB)
Hello there, I'm new here at Pipedrive, does anyone know how to add a (day of birth) DOB to the contact, and shows an alert at the calendar?
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Customize the scheduling link
I think it would be interesting to be able to customize the scheduling link, to be able to change the background, maybe even the layout
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IDIOMA
Bom dia, gostaria de saber como alterar o idioma do Pipe, deixar todas as opções em Portugues? Achei uma opção mas ainda sim tem coisas que não estão em Português!!!
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Templates for activities
I think it might be an appreciated feature to be able to use templates for activities. I have a lot of same activities - like Follow up after 14 days or Call someone after a week. But these cannot be automated as the trigger might be irregular (might be an email or a call or another opportunity). However, these tasks are…
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Bring contact person Emails and Notes into a new Deal automatically
When a new Deal is created and there is an association with a Contact record (as a "Participant") that person's Emails and Notes should be imported into the deal. We have prospects who never generate a Deal. Interactions with them are recorded on their Person record. Once converstations have progressed and they have a…
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Is there a way to allow Pipedrive to detect the marketing source of a lead or deal?
Is there a way to allow Pipedrive to detect the marketing source of a lead or deal, like how Hubspot can do? Or at least accept UTM tracking? Right now we are running several ads but struggle to see how many sales can be attributed to which marketing channel...
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Make Focus & History View Optional
Hi Really love Pipedrive overall but not a fan of the new “Focus” and “History” view. I appreciate that some people might want this but the fact it is mandatory isn’t welcome. Please provide an option to turn this off.
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Snippets + Fields
I saw this posted as a question a month or so ago. I used to be a HubSpot user. One of the features that I really liked was Snippets. Snippets function exactly like Templates except for a couple of differences: * Though not necessary, you can associate shortcodes with Snippets. So, if I have a blurb that I include in some…
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Multi-country instances and single reporting
Can Pipedrive be set up for multiple countries with multiple users that are integrated so I can have a whole of company (many countries) view and reporting? If so, are there any links to tutorials?
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Automation Issue - When I import Leads
When I create an email automation sequence (based on Contact Added) and then import my data into Pipedrive it doesn't follow the automation (nothing happens) but if I add a contact manually the automation starts working. Please can anyone advise if Automation only works when a contact is added manually or if there is a way…
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Why can I not get the same figures to appear in both Deal Conversion and Deal progress?
Every month I pull reports from Insights, on both Deal Progress and Deal Conversion. I set the parameters to be the same, IE same month, deals in, exclude particular lost reasons. Insights gives me 2 different figures from bout Conversion and Progress. If running monthly reports with the same parameters why are these not…
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If i use, for example, Openphone to make calls in Pipedrive, i can use it too in my mobile app?
With me team, we´re thinking to use Openphone like our new phone call in Pipedrive. Some of our members use their phones to make calls, so i dont know if Openphone is allow to appear in the options to make call in the mobile app. When i used it, it showed me just call, my own phone and whatsapp, but not another option.
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Campaigns - Email Open & Link Tracking
It would be good to see when creating a Campaign to have email open and link clicking tracking toggled on as default. I know in some cases its not always required, but it can be missed easily when needed. Or alternatively, when you apply settings after syncing your email inbox, those toggled on also apply to Campaign…
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Do PipeDrive Campaigns work?
I just recently got access to PipeDrive campaigns and I am not sure if it is functioning properly. I started prospecting with a new list of leads that I have collected from my LOCAL area in person and it saying all of the emails have been delivered however I can only see people from my organization opening the email. I…
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Editing Report Permission with one Button Click
It'd be nice to allow Everyone permission to edit instead of just being able to view a report. Currently, you have to individually click each user to allow them to edit instead of being able to just allow everyone to edit
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Filtering and sorting emails
It would be great to have more advanced filtering and sorting emails capabilities to be able manipulate them.
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Customize Product Fields in a Deal
Hi All, Just wanted to put a quick note in to let you know that it would be amazing to be able to customize the product fields displayed when adding existing product to a deal. My company's products have enough variables that's it's hard to differentiate between products with the available fields (item, price, quantity,…
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how can i get more business related to dog industry
i'm looking for leads in dog industry anyone who is well established can please help me out?
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Workflow Automations using campaign emails / send campaigns to deal participants
Anyway to send campaigns to the particapants in deals, not just the one linked person assigned to deal. And be able to do this via workflow automations? thanks
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Advanced Email Search using unique information from the body of the email
Hey Pipedrivers, It would be really helpful if the User could search for an email using unique information from the body of the email. Currently, the email search function is fairly limited.
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Integration between Linkedin Sales Navigator and Pipedrive
I want to create contacts and organizations directly from LinkedIn Sales Navigator to Pipedrive. Is it possible to do this without third-party tools?
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Automate Report Exporting
I would like to suggest the feature to automate data exporting via the current automation system. Today, I have to go daily to the business tab, filter, and manually export the filtered results. I use the exported data to perform some internal analyses and cross-reference the data with other spreadsheets that I have here.…
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Campaign should have Person Owner as Sender - Duplication required for 600+ sales reps
I was a user of Salesforce for 14 years for another company prior to switching to Pipedrive. We had over 600 sales reps and each was responsible for handling their own book of business and communications, but all contacts were collectively stored and managed in one CRM (Salesforce). Our umbrella company had a marketing…
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EMAIL OPEN ALERT IMPROVEMENTS
Currently, pipedrive helps with seeing when an email is opened. I would love if this feature was improved upon. Other software can tell me who opens the email and at what time. On emails with more than 1 people on it this can be a huge help. As it is now, if anyone opens the email, including myself, it is shown that…
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Gráfico de acompanhamento da evolução da Taxa de Ganho (line graph)
Atualmente no relatório de Conversão é possível analisar os dados de conversão entre etapas do Funil e uma taxa de Ganho Global. Gostaria de avaliar a possibilidade de ter um relatório específico para "Evolução da Taxa de Ganho", como um gráfico de linha de tendência, com pontos conectados. Isso ajudaria eu e meu time a…
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Feature request - skip a stage
Hey there, so I think that's something that Hubspot has that I feel is missing in Pipedrive. Essentially, I have a stage for a "pilot" and some customers go through it (they need a trial before fully signing on) and some skip it and go straight to my last stage "Paying Customer". However, Pipedrive in Insights cannot…