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Fields relating to Contacts - Define mandatory fields in a given funnel
Neeaconsulting as a Pipedrive partner and provides a lot of support to customers. There is a request that is very important and recurring: the possibility of creating a contact field and defining it as mandatory from a certain stage of the funnel or when a deal is considered won. When you make a contact field mandatory, itā¦
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Tracking Deals Sent to multiple sources - Broker
I am a debt & equity broker - using pipedrive to track our deals through our sales cylce. Our deals are what we a brokering - they get sent to multiple funding sources, we get feedback, select one and close the deal. Trying to figure out an efficient way to track all of the sources the deal is sent to and record thatā¦
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How do I get Pipedrive support
Pipedrive is working too slowly to be functional and loading is taking too long. Our internet connection is fine and all other applications are fine including Insighly CRM. I have changed browsers from Chrome to Edge, deleted the cache etc and rebooted my imac but its still too slow. Is there and issue with Pipedriveā¦
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where is my spam folder
an important email that i have been waiting for didnt appear in my inbox even though i knew it had been sent. I checked by email provider and it was in spam. But where can i find my pipedrive spam folder, i only have: TIA
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Add the ability to vertically reorder columns in Contacts/Organizations/Leads tables
The current implementation of column ordering in the Contacts/Organizations/Leads tables is very slow and inconvenient. When there are more than 5 columns and they extend beyond the screen boundaries, adjusting their order becomes very difficult. If Pipedrive allowed global settings to be saved, this issue would be lessā¦
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Ability to delete by pressing the "Enter/Return" key
Instead of having to always drag my mouse to the middle of the screenā¦
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Why don't my auto created deals trigger the Activity automation
Hi there, When a deal is "won" a new deal is created in another Pipeline in order for the back-office team to manage the deal. I created an Activity Automation for New Deals add to the Pipeline (which works fine when I create a deal), but the auto-created Deals don't trigger the same Activity automation. Am I missingā¦
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Give your feedback about new idea: Pipedrive Lite
UPDATE: Hi everyone, thank you for your participation! This research session has closed, and our product team will review all the data and feedback provided to determine whether this concept is worth pursuing. __________ Dear Pipedrive community We have received your feedback regarding Pipedrive being difficult to use,ā¦
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Support keyboard shortcuts for bulk contact selection
Problem: Every day, I add over 100 contacts, and for each one, I need to set attributes. I usually do this through bulk operations. The problem is that contacts cannot be selected in bulk, and I have to manually click each checkbox. Proposal: Support keyboard shortcuts in tables, such as Shift + Up/Down and Shift + Click.ā¦
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Hide annoying popups
Hide this annoying popup; it keeps appearing constantly.
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Invoicing in Projects
Once a Deal is won and becomes a Project we would like the invoicing feature to be available Afterall, for most it's only after the Deal is won that invoicing starts. We invoice in several stages so is essential for our business. Likewise it makes sense to have the Product feature available in Projects. This can then beā¦
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Please make Admin able to make their activities only seen by other Admin or hidden
Other users could make comments, notes, additions or suggest date changes, but not delete or edit the activity, notes or content you have within them.Ā
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Add a line chart
Currently, the only type of chart available is the bar chart, which is completely uninformative and useless for analyzing the performance of the entire team or comparing metrics with previous periods. I propose adding a line chart ā it was introduced in 1786, and it's very strange that it isn't present in a specializedā¦
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Is the only way to synch (and/or create) a new Calendly appointment to Pipedrive using Outfunnel?
We want to track calendly appointments made in our Calendly account with a new (or exisitng) contact in Pipedrive, so our meetings are tracked correctly in Pipedrive. We tried setting up a Zap, in Zapier, but it went haywire and messed up our Pipedrive. We don't want to have to pay an additional 3rd party just for this. Isā¦
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Lock Time Zones in Calendar Scheduling
Hello- It would be beneficial to lock a certain time zone in custom scheduled links. We used the scheduling option to have people book meetings for a conference, but the conference was in a different time zone. It was a nightmare changing appointments for people who didn't change the time zone to the right one.
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Retain scroll position of contacts when returning
When scrolling down the contact list and then navigating to a contact's details, the list does not retain its previous position upon returning. With thousands of contacts, this behavior is very frustrating as it requires time to scroll back to the desired spot. Please consider changing your UX designers and frontendā¦
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Add bottom padding to avoid scrollbar interference with contact list
Add padding at the bottom so that the horizontal scrollbar does not interfere with editing fields.
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How to handle or assign a mail to an info@ address
Dear all, sometimes I have to send a mail to an info@something.foobar e-mail address. How can I handle them properly, so that my colleagues can find them too? The adress is not assigned to a person. I already added an text field for e-mails to organisations. So can I simply add the info@ address there and send a mail toā¦
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New: Deal card customization and pipeline sorting
Hello everyone, We're about to add two quite frequently requested features: Deal card customization (in Pipeline view) -> Available now! Pipeline sorting -> gradually rolling out to customers from now through June 2023 Let us know your feedback, how these features are helping you and what problems theyāre solving in yourā¦
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Webinar Q&A: Transform your sales pipeline
Hello Pipedrivers, š¼ Thank you for attending our webinar: "Transform Your Sales Pipeline." We appreciate your participation and the insightful questions you asked. Please find the answers to your questions below ā¬ļø If you missed the webinar, ā”ļø here is the recording. See you at our next webinars!
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Make field editing consistent across contact and leads lists
In the contacts table, fields can be edited without going into the contact or organization details, but the behavior on the leads list is completely different. I suggest aligning the field handling to a consistent style, using the contacts list as the standard. Contacts: Leads
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Add group separators or nested submenus to the "Option" field type
Proposal: To improve navigation in custom field lists, I propose adding group separators or nested submenus to the "Option" field type. This would significantly enhance the readability of long lists and make them more user-friendly from a UX perspective. For example, when managing contacts, we use the following statuses:ā¦
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Lead to deal when reply to email
Hi, I just created my first automation: When a lead is added, send an email. If the email is replied, convert to a deal. Sending the emails works well. But pipedrive doesn't create the lead. Any idea what the issue is? Thanks, Matthieu
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Why is there no URL/website field type?
Why is there no URL/website field type? And why is there no default website field for organizations? Am I missing something?
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Settings sharing proposal
Iād like to start by saying that CRM is a collaborative tool, but Pipedrive seems to have a life of its own. When a new employee starts, it takes 4-8 hours to set up the CRM. Proposal I propose adding the ability to share configurations for: Navigation menu settings (which tools to show and in what order). Hidingā¦
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Webinar Q&A: Build a LinkedIn content strategy that brings $$
Hello Pipedrivers, āļø Thank you for attending last week's webinar: "Build a LinkedIn Content Strategy That Brings $$." We hope you enjoyed it and learned something new. Thank you for all the questions you asked. Please find our answers in the comment section. In case you missed the webinar, ā”ļø here is the recording. Youā¦
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Merge product & Report on Product category
Hello, Would it be possible to develop the possibility to merge product ? (when we want to change a bit and reorder our product merging will be helping not to loose all info) Would it be possible (very important to us) to report on product category? Thank you
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Label Leads during Upload
I greatly appreciate Pipedrive's flexibility when it comes to uploading from spreadsheets. The fact that we can correct where data fields belong in a simple manner is wonderful. That is why I was shocked to learn that when uploading Leads you cannot include a Lead - Label (Hot, warm, cold, etc) in the upload. You can do itā¦
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Automation for Update Task Owner
Hello everyone! I would like to create a new automation in Pipedrive: Trigger: Deal is moved to a new pipeline Action: Update the owner of an activity previously created when the deal was generated. I can't find a way to make this possible in the automations panel, can anyone shed some light š
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Define note comment owner and creation date through the api
The api is already very great but I feel like the comment endpoint could greatly benefits from a little bit more customization. More context, through the API, it is possible to add a comment on a note. Unfortunately, the endpoint doesn't support user_id and add_time. Most other endpoint I've used support these 2ā¦