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Marking leads as lost or not relevant
Hi, How are users of the Leads functionality processing leads? What are options to note the quality of leads or to categorize them? Right now, the only option is to either convert a lead to become a deal, or to archive the lead. Will there be options to add a reason for archiving, or add statuses for leads as well?…
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Looking for Automation Analytics
Hi, I'm looking for a way to analyze each automation. For instance, we have different automations set for different types of leads for communication and nurturing. How can we view the read/open/clicks for each automation on a weekly basis?
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Document Automation
Could Pipedrive add document creation to the workflow automation options? Then when a deal reaches a certain stage, documents could be automatically created using a template; this would save the time it takes to generate them. Based on deal values the template used could vary, taking the human errors out and preventing the…
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Discount and Additional Discount fields have opposite/ inconsistent signs
Hey Pipedrive, The Discount on a product is positive, and a negative discount works as a surcharge. However, the Additional Discount is displayed as negative, and surcharges are displayed as "double negative": Our clients are complaining about our quotes, so we are having to change them manually. Ideally, every discount…
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Automatic meeting notes recording to the pipedrive deal
Hey friends, is there any solution that will record meeting notes like an otter.io and will add a meeting notes summary to the deal?
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Outlook Plug-In
I don't understand this and I know it has been discussed before a few times but most/all comparable CRMs as Freshworks, Zoho, Sugar CRM, Hubspot, etc. have a plug-ins to Outlook and so many companies work with Outlook (and need to work with Outlook sometimes). We worked with Freshsales/Freshworks for quite a while and this…
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Smart Docs esignature emails get sent from a pipedrive email account? Why?
Our customers reply to proposals via a reply email all the time. Why is this email coming from Pipedrive so customers can't reply? Customers often won't go into the proposal and use the response tools inside - we have a lot of Mum & Dad users - so their reply is critical and often contains vital info for our reps prior to…
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Limit of deals per contact OR clearing duplicates of deals?
Hello Pipedrivers! Is it possible to set a pimit of deals per contact OR to clear duplicates of deals? For the moment I have my Pipedrive integrated with my website is such way that after a lead action is completed a deal is created. However, when the same person completes 2 different lead actions, 2 deals are created. I…
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How to see project labels in activities list view
I want to be able to see all labels applied to projects in the activities list view. Is this possible? It seems like a very basic function that should be possible, but I can only see "deal labels" option, and not one for project labels. Can anyone help or give a workaround for this?
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Webform Fields - Names, Phone Number, and Note Pinning
We're using the webform feature and are running into some limitations. Name field - I am having issues with people not filling out their full name in the name field. Can we split the name field into first name and last name? I've seen posts about making custom field for last name but I'd like the two to be tied together in…
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Geração de números de proposta
Poderia ter uma função (formula ou outro) para geração sequenciais ou aleatórias de proposta e/ou contrato, principalmente para aqueles usuários que utilizam o Smartdocs
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View Leads as Kanban Board
I'm currently evaluating Pipedrive, and one feature I miss is the ability to view Leads as a Kanban board as you do with Deals. For example, I could use tags, where tags are effectively set as the current "stage" of the lead: "Not Contacted", "Reached Out", "Meeting Scheduled", etc. Thanks!
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New: Recurring Products Early Beta
We wanted to let you know that tomorrow we're releasing the new Recurring Products functionality to our early beta testers. What will you get with this release? Setup a Product to have a recurring billing frequency (weekly, monthly, quarterly, every 6 months, annually) and set up the billing cycles Define the billing start…
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Outlook Calendar Colour Coding
I have a colour code on my calendar and have created a colour for "PD Sync." Does anyone know what parameters I can use to use conditional formatting to colour code the items I create in PD?
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3rd party creating an API into our Pipedrive has 2 questions I can't answer, please help!!
Hi, A third party setting up an API to push records to us has asked me for two things which I can't find where to get. He has asked me the following: A) I don’t see the posting url, in other words the endpoint where we post leads - Where can I obtain that info please? B) Regarding the parameters, or variables, for each…
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Need for an internal Chat for the company as part of Pipedrive basic features !
Hello there ! I hope you are taking care of your health ! I wish sometimes in the near future you will develop an internal Chat in Pipedrive so employees can communicate between them about the deals. That would be fantastic. Imagine being able inside a deal that is followed by several people of the company to post a…
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"Are you sure?" Pop up box after clicking on Won.
At our company when a deal is won we have an automation that notifies several executives about the won deal and many times unfortunately a deal is accidently won. Because of the automation they see they won the deal and are able to re-open it; however, it would be nice to have that option to keep this from happening in the…
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firefox over chrome - I want do decide
Hi development+support team, hi Dominic Allon, In the last few weeks, I've been having problems with the organization popup [See all deals], which slows down Firefox at the end and I have to cancel and reload the page (popup). When I asked the official Pipedrive support team, they advised me to use Chrome or Edge instead.…
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Change the Pipeline?
I need to only move a deal from one already created pipeline to a different already created pipeline. We realized it was created in the wrong one. What's the easiest way to do this?
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Pipe drive Api not able to fetch more than 500 records
While retrieving data from the API in Power BI, I am only able to retrieve 500 records, but my dataset contains around 4000 records. What could be the solution to this?
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How to create a list of won deals by customer
How do I create a list of sum total (£'s) of deals won by customer in specific time period?
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Deals in Pipeline View - Email Visual
I think a really cool & helpful feature would be to show an icon on a Deal "card" in the Pipeline view, would to show an icon on the card if you have not yet responded to an email. I'm sure that's super complex, but would be a cool "quick view" who do I need to get back to right in your face concept. without having to…
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email tracking should be visible to everyone in the same group
tracking of email should be visible to everyone in the same group or within the company. Without this feature, tracking is unusable.
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Please put the 'does not contain' filter back.
Hi there, I noticed that the 'does not contain' filter option is gone in Pipedrive. That is such a shame, we use it so much in our filtering of the CRM. For example, as in the image below. We'd like to filter out all people in this area, but not the 'data' people. How do I do that without using the 'does not contain'…
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Reporting on Payment Schedule
Dear PD, As a sales manager, I would like to see a further developed 'Revenue' / 'Payment Schedule', plus reporting. Suggestion for Payment schedule: * Copy the Total amount from the Deal Value (instead of manually filling it in) * Give the option to add % of the total amount per milestone (instead of now manually adding…
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Is there a way to add a user created custom field to the summary section?
I have created a user defined field "Deal - Next Steps" and want it to show in the summary section. Right now it shows up in details. Is there a way to add or move this to the summary section. Thanks!
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Removing Bounced Emails
Is there any way to ensure that emails that bounce/are faulty are removed from cadences?
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New activity added won't show
Hi, can someone assist me? I am experiencing issues in adding an activity in the Pipeline. The activity will be added successfully but it won't show on the Pipeline. Please assist, thank you.
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automatic query and mark done
Is it possible if I mark a meeting as completed to get a query with a preselection and depending on the selection, the deal is pushed to the next phase or rejected?
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Custom Objects
Any thoughts on adding custom Objects to Pipedrive, somewhere along what you can do in SFDC?