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Crear subcarpetas para organizar el correo electrónico
Buenos días, Salvo error, sólo veo que con los correos se puedan archivar o eliminar. ¿hay alguna forma de crear subcarpetas para poder tenerlos organizados? Muchas gracias. Ricardo N.
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How to use webhook to add a image to a product
Hi! I successed in creating a product on Zapier using the API Request function, but I want to add a image to the product from a url on my shopify. How can I Do it?
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Para temas de servicios, donde hay venta y arriendo, que es lo mejor para trabajar a través de Pipe?
Actualmente estoy trabajando con el Pipe con un embudo comercial, luego si se gana el proyecto se va a un Project de operaciones. Dentro del proyecto yo estoy poniendo el valor UF/m2, pero quiero ver si puedo integrar productos a esto. Entonces, alguien tiene alguna idea de como agregar servicios y materiales a los…
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Change Log and History For Leads is a Must Have
We recently had an issue with agents taking other agents leads and to our surprise, THERE IS NO CHANGE LOG FOR LEADS! There is no record what-so-ever. This is a HUGE vulnerability in the system and should be corrected immediately. PS. I'm aware that you can configure Pipedrive to prevent users from changing the owner of…
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How to limit field edit access to a specific profile
We are transitioning from Salesforce to Pipedrive, and in the company's commercial operation, there are fields that should be available for user viewing. However, only certain specific profiles should have access to edit them. Is this possible in Pipedrive?
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Whatsapp - Projects
Is there a Whatsapp app to connect Whatsapp to Pipedrive Projects, so I can make a new project from Whatsapp or change the status etc?
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Add OR Filtering Logic to Insights
I'd love to use the Revenue Forecast report to do what-if analysis in Pipedrive, but this is not possible with the current filtering capabilities. For example, the default filter criteria on this report includes all Won and Open deals in the current forecast period. I'd like to be able to add filter criteria to only…
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Can't add leads anywhere. Anyone else having this issue?
I suddenly no longer see the Add Leads button on the Leads screen and I no longer see the Add Deals button (with the drop-down to add leads) when I am in a person or organization screen. The buttons are just gone. Right now, I can't add new leads. The only way I can add a new deal is to go to the Deals screen and click the…
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How do I restore a single deleted task?
How do I restore a single deleted task? Frances
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Manage Item Followers
Hi, everyone! I'm wondering how to set it up so that when someone is no longer the owner of an item, they automatically stop following it and no longer receive change notifications. Since they’re no longer the owner, it doesn’t make sense for them to keep receiving updates.
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ACV info in dashboards/insights
My team is looking to report on ACV, this is a key metric for us as a SaaS business. This is possible in deals, unfortunately the ACV is not available in insights (charts) making it impossible to visualize progress. Please make this available asap.
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Group Emails in each deal
We often work with multiple consultants on one deal. We could have over 100 emails for one deal for each consultant and we could have up to 10 consultants on a deal. This means the emails from consultants are all mixed in one list in each deal. I propose the ability to create email groups in each deal so we can filter the…
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Checklist / To-do list feature
Hello, I think it would be very helpful to add a checklist feature (with use of templates) alongside the notes/emails/activities/files tabs. Ideally the checklists could be pinned to the top. And checklist templates would make this amazing for me.
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Partner Program Team: How do I find the referee emails to start the implementation?
We now have a new source of Pipedrive leads who became paying subscribers directly via our referral link (previously, they typically signed up through Calendly with us). We need to reach out to them and launch the implementation package[1] as a result of signing up with us. How can I find the email of a company that…
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Recurring products (Subscription) - Cancelation / Price increase
We are a SaaS tool and have annual subscription plans for our customers and there are two cases i would like to include in the reporting. A: Customer cancel the subscription B: Customers subscription is increased or decreased Is it possible to set an end date to a recurring products subscription? And how can I place…
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Problems with Setting Up Campaigns
Hi everyone, We have a list of a few hundred contacts that we contacted and whom have consented to us emailing them. We're now trying to upload these contacts so we can send them a campaign except everytime we do this, it is automatically uploading as "unsubscribed" tag. If I'm correct, shouldn't it be "no consent" first…
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Summary for the Day - Pipedrive email question
Does the Summary for the Day email include overdue activities? It doesn't seem like it but I need to know if I missed something. I have all the boxes checked to notify.
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Automatically Log Teams Calls In Pipedrive
Hi Product team Is it possible to add this feature in the roadmap ? Automatically Log Teams Calls In Pipedrive Vince
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More supported languages for the webforms, chatbot, etc. (Danish)
To accommodate your clients in more countries, it is important to have more supported languages for the webforms, chatbot, etc. This is a dealbreaker for our business (to not risk loosing clients) - our IT team wants to change to a system, that supports Danish.
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Pipedrive in danish
Is it possible to launch Pipedrive in danish?
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adding VAT number
Hi guys, I can't add VAT number. EU coutry prefix is already installed but my VAT number doesn't work… How I can solve it? Best, Piotr
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Images in Pipeline and List view
Could we get the ability to add an image(s) in a field which can show up in the pipeline and list view as well as an option? This image could be a small image as a thumbnail and be linked to an image in the file area of that project.
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Thousands or millions toggle
Most of my contracts are either 10s of 1000s or millions. It would be great if I could either toggle per pipe, or even universally across PD, so every deal is listed as, for example "$1.2MM" or $1200M" instead of $1200000. Right now my shorthand is to have every deal in MM so I have deals from $.02 ($20,000) to $2.4…
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Ajouter la condition "contient" pour le filtre des champs dates
Ajouter la condition "contient" pour le filtre des champs dates
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Leads Feature, Add Files
It would be great to add files in the Leads Feature. We tend to find leads from data mining and link the PDF files to the project for proper tracking. Currently we can only do this in the Deals feature, which is forcing us to have "leads" in both areas.
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New group: Consultancy & Agencies – Join and sign up for our first Office Hours event on March 19th
Are you a sales professional using Pipedrive for a consultancy or agency? We’ve created a dedicated community space just for you! Join the new Consultancy and Agencies group and connect with other like-minded professionals in the industry, exchange best practices and learn tips from top experts. Kickstart your journey and…
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Ability to reorder labels in Leads and Projects
Currently it is possible to reorder the labels list native to both Deals and Contacts - when you hover over a label in the labels pop-out menu, you will see two horizontal lines next to the 'tick' which will allow you to re-order the labels as you see fit. However, in the same labels pop-out menu in Leads and Projects,…
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Better colour controls in the form editor
Ideally the embedded forms would not be served via iframes, so users could style elements via CSS. Hubspot, Activecampaign manage this but if that too large of a tech requirement better controls over colours in embedded forms would make a lot of sense. At the moment there is a global label colour setting in the styling…
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Report of recurring Products
Is it possible to run a report of recurring products ending for the year? I can see the rise and fall in a graph but not whats ending.
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I have 3 power seats, can I add 1 essential seat with a projects add-on?
We are using 3 power seats, and would like to have our customer service colleague to use a cheaper plan with only access to projects. Is that possible?