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[Research] Scoring functionality in Pipedrive [Volunteers FOUND]
Hey, dear community, EDIT: We have all the interview slots booked. Thanks everyone who responded to our call! We’re currently researching how we can introduce scoring functionality inside Pipedrive. We’re looking for 4-5 users who we’d like to speak to and understand your needs, use cases and the current pains you’re…
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Multiple Users In An Activity
Hi there, I've seen similar posts requesting for that ability to add multiple users to an activity but no useful responses to the issue. Is the only current workaround to add other users within Pipedrive as contacts so they can be invited as "guests" to an activity? Thanks!
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Merging leads & archiving leads
Loving that the Leads Inbox got a revamp recently. I'm wondering if there're any plans for the ability to Merge Leads & to have Lost Reasons (or Archive reasons) for leads? I'm pretty sure I don't have to explain why I'm asking - it's pretty annoying that we cannot merge leads, but have to convert the leads to merge the…
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Feature req: Custom data field to Deals and Leads too
One can add data fields for Persons, Organisations and Users but not for Deals nor Leads. It ought to be quite simple to add such a type to show as a similar "Tag-drop down". We sometimes have a subdeal or two. Currently we have a textfield "Related to" that one can add the deal-ID to. A bit 90s UI to fill in into a…
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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? What's a good workaround?
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New: Activity pop-up after the deal is won
Hello community 👋 The Activity pop-up after the deal is won (aka Opportunity Compass) update is coming out of testing and starting its gradual release. What does it do? You can enable and disable a follow-up activity that pops up when a deal is won. Set the default follow-up activity type and follow-up time (1 week to 12…
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Improve bulk lead to deal conversion with
When converting leads to deals in bulk, no options are provided: It would be nice to be able to set some fields in bulk during this bulk action: owner, labels, custom fields, etc, as seen in the standard lead > deal conversion panel:
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Web to Mobile calling
I have just upgraded my mobile to an Apple 15 Pro Max and running iOS 17.5.1 and the web to mobile caller feature is no longer working. The instructions are out of date on the PD help site and the Notifications screen looks nothing like what they are showing. Thi is what I currently see with no option to activate…
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Edit leads in table view
Similarly to how you can edit deals in the table view we need to be able to do the same for leads - it is so much more time consuming and you lose context when you need to click into the lead to edit the information
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Lead activities and notes
All activities and notes from the contact and organization should be visible from the lead view - or at least a toggle to easily make that an option. When we go to contact leads we need to see the activities for that contact so we always have to scroll down and open that page separately.
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Link email threads usings workflow automation
Please can we have the ability to link email threads together using automation so that the reciever can see email the email chain as part of our campaign?
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Line chart
Is there a way to create line graphs in Pipedrive reports?
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edit behaviour for organisations: double click to edit name
Hi all, Would it be possible to switch to edit mode after double-clicking on the name of an organization, contact, deal, etc. instead of single-click? I often use the name to copy it elsewhere, but then the edit mode is activated immediately. thanks.
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Fix Automation to Set Duplicate Deal's Close Date One Year from Original
Hi, Has anyone else encountered this issue and found a solution? Here's the problem I'm facing on this website: I created an automation that duplicates a deal when I mark an existing deal as "Won". I want the duplicate deal's expected close date to be set to one year from the original deal's expected close date. However,…
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Campaign Click thrus to New Leads
We use campaigns a lot. We add any contacts who have clicked on a campaign link as a new lead. Currently this is a very manually intensive process. It would extremely more efficient if we could set up an automation using the Person default data filed "campaign click date" as a trigger and then be able to have the…
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Single option for Contact Labels
I am currently in beta phase of multiple options for contact labels and it is not working for me. I prefer the single option for contact labels as it is easier to change and adjust. Please give us the option if we want single or multiple options. Thank you!
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How to automate actions for people who click on a campaign
Hi everybody, I found a way to make it possible with Pipedrive and Make. Step 1 : Create a Pipedrive Filter with thoose parameters *Why "yesterday" ? Because in Make, you have no other way to catch people in the scenario. Step 2 : (Create a Make account first) Create a new scenario in Make.com Create the trigger (wich is…
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Email Open / Link Click = Create Activity
Sooooo been looking around for a while and this seems like a very simple problem but cannot find a solution. All I want to do is assign a contact an activity (i.e. call them) after a link click or email open... Is this really not possible in Pipedrive??
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Pin Notes in Projects
Hi - I'd like to add a note to my project to serve as the "Project Brief" and want to pin it at the top so it's easy for my team to locate. Can this be done? Thanks.
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Dealbot messages to Slack don't show text info about deal
I am currently trying to automate a process where a note is written under a deal, it will send a message to Slack containing the information. But the activity owner, deal value and deal title show up as numbers instead of text. How do I fix this?
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E-Signing Sharing link
I linke to share the link for the document need to be signed directly via Messages/Whatsapp. To get the DEAL closed faster. The only thing I need is to get access to the Link that is send to the customer in the signing invitaion E-Mail from the Backend. All mayor e-signing tool do offer that option
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Product quantity in reports (Insights) is NOT product quantity
When you make a deal report you can show product quantities. BUT that product quantity is just how many deals that included that product not the real quantity of the products in the deals. Please make it possible to measure how many total products that is used in the deals.
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Birthday field / reminder for Contacts
It would be great if we could have a field for birthday month/day without year or a calendar drop down so we can add our contact's birthday's and run filters for upcoming ones.
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Best way to track Partially Lost Business
We often have clients that will still utilize our services for 50%-99% of their deal, but the other portion will be lost to a competitor. Is there a way to 1) capture the name of the competitor, 2) mark the deal as a "partial loss", 3) identify a dollar amount for the portion of the deal that was lost, 4) pull reports of…
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Chat with us button not working
The 'Chat with Us' function is not working. I clicked on it, but nothing happened. Additionally, whenever I go to the help section, there is no chatbot available. Is it broken? How can I contact support if I can't use this feature?
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Feature request: Bulk editing lead labels: Append option
Hello there, As lead labels (and soon Contact labels) can handle multiple labels, it would be VERY helpful to be able to be able to ADD or SUBTRACT from existing labels (without having to replace all). For example: - I have 50 leads. Some have a variety of different existing labels - I'd like to quickly add a label to 25…
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Adding sub organizations?
Is there a way to add a sub group to an organization? Ex: Keller Williams may be the primary but they house a lot of internal realtor teams... thx!
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Mass update product prices attached to a deal ("Add products to deal" view)
It would be great if one had the option to update the prices for products attached to a specific deal, e.g. by pressing a button (see example screenshot below). Use case: Sales rep. creates/edits a Deal in Pipedrive, and attaches products to deal (e.g. with 25 positions), then creates a quotation using SmartDocs feature.…
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Creation of custom objects
Is it possible to create a custom object like we do in Salesforce CRM? Basically we wanted to create a custom object in Pipedrive to store transactional data.
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Adding custom organization fields into newly created deals
Hello all, I'd like to add industry and other custom fields into an organization which automatically carry over into a deal, when a new deal is created. Can this be done?