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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…
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Table support in email
It would be helpful and much appreciated if eventually Pipedrive users would be able to create tables within the body of their emails. Even being able to retain the table format when copy and pasting from Word or Excel would be great!
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Track email open rates
Would be REALLY cool if I could pull a report that shows: what my open rate is in GENERAL for my emails what the open rate is for each TEMPLATE that I use Can you relate? Upvote if yes!
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Email campaigns "limited'?
Hi… This is somewhat surprising…and we’ve been unable to connect with support online…and then we discovered a PD Community thread here (seems to have been closed?)… So…having read the thread, we're a little confused… Background: 3+ years with PD, 83,000 contacts - multiple workflows/automations, some of which have Campaign…
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Separate email conversations being merged together
I have multiple deals for the same customers. I have noticed sometimes that Pipedrive will merge separate email conversations together that is for 2 completely different projects. It is odd because these are new messages with new subject lines. This same behavior is not happening in my email clients. Has anyone else had…
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How can I import sales data?
I just started using Pipedrive and would like to import a large amount of historical sales data from Quickbooks so that I can see each transaction and previous purchases by customer in Pipedrive. How can I do this?
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Automated e-mail after deal = won + delay time + specific product?
Hi, Since our company sells notebooks with a refill system, I'd like to create an automated workflow where WON deals that purchased a specific product get an e-mail after 1 year. The workflow automation doesn't seem to have an option to filter on product type or category. Any tips on how I could set this up? Thanks! Olivia
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Request: Automate Linking of Lead/Deal field "Source Channel" from custom field "Contact Source"
Hi Pipedrive Community, I would like to suggest a feature to improve our workflow. Currently, we can't automate setting the "Source Channel" of a Lead or Deal from a Person's custom field. (we created one called "Contact Source"). This would save a lot of manual work and improve efficiency. Customer support confirmed this…
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Google Workspace/Google Chat
Are there any plans to add Google Chat as an alternative to Slack now that Salesforce has bought them?
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Emailing in the Mobile app
We would like to be able to use other mails than Icloud and Gmail in the mobile app. Is there a workaround for this?
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New: Enhanced email labels functionality ✉️
Happy Friyay community! We’re happy to announce the rollout of two significant updates to our email labels functionality! We analyzed lots of valuable feedback from all of you regarding the email inbox, and we’re confident this will enhance the overall user experience. Add email labels from the email list view: You can now…