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Filter by number of leads/deals per company
I add new leads/deals on a monthly basis. In some cases, I'm already working leads/deals for these companies, and it would be redundant (and horribly clumsy) to start a similar outreach process for the same prospect while another is in progress. From a sales perspective, the message would be change, too: It's one thing if…
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How to manage sales follow-up in Pipedrive
Mastering the art of following up is the best thing a salesperson can do to close more deals and generate more revenue for the business. In this video, I share some tips on how to manage your follow-up using Pipedrive. I share some best practices to follow and some common mistakes to avoid.
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Marking activities as "Missed" or "Incomplete"
Some activities are time sensitive and can only be completed by a specific due date. If those activities aren't done on time then you can't "Mark them complete" but since you can't complete them they'll currently just linger on your "to-do" forever. It would be helpful to be able to mark an activity as "Missed" so we don't…
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Reports across Multiple Pipelines
Hello, I currently have a sales process for a B2B SaaS and we recently shifted from 1 big pipeline to 3 shorter ones. Here were our stages * Lead-in (We can't use Leadinbox because you can't filter by address) * Cold * Warm * Reschedule Demo * Demo Set * Set Trial * Onboarding * Monitor * Ready for Close We used to have…
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Project Task Dates Linked to Previous Task (Dependencies)
The project feature is amazing BUT I really need a way to link one task's due date to a previous task in the project. Ideally I would like to be able to set this up in templates so that I make sure dates will automatically be updated if a project is delayed in the pipeline.
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Just thanks!
Hello there! I'm often the one pushing for more features, as you may have noticed! 😄 Sometimes, amidst the hustle and bustle, we forget to express gratitude. Since I couldn't find a specific place to send a thank you message, I'll leave it here. So, a big thank you!!! For nearly a decade, I've been using Pipedrive. I work…
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Workflow automation based on unopened email
Can I create workflow automation based on the status email tracking? For example, if the original email was not opened in 3 days can it be resent?
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Admins Should be able to make Filters Shared
We are at a standstill on an important email campaign because a highly-curated filtered list of People was marked as private by a user, and now this user is on leave and we are unable to access their filtered list! Admins should be able to see (and edit) all filters! And in Campaigns, the name of that filter is not visible…
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Admin Log in as User Feature
I thought I would find this discussion already started, but did not, so forgive me if this has already been started. As an Admin, I would greatly appreciate the ability to log into Pipedrive as any specific user and see how that user see Pipedrive based on their visibility settings and permission sets. It would also be…
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Pipedrive calculating total value, total cost, neat margin of a deal in the "add product" input wind
Whenever we win a deal we are interested in the total value of it and we do this by adding the products to the deal. At the same time we need to keep track of the cost of those products for us, so we can calculate our neat margin on the deal. We'd love to be able to not only add the "cost" field to products, which of…
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Can I have hidden web form fields?
I'm testing the lead booster web forms feature to streamline our lead generation process. We need to send some lead custom field values that shouldn't be visible in the Contact us form. Do web forms support defining custom lead fields as visible/hidden? Can we set the values for hidden custom lead fields programmatically?…
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Send group emails to ALL the email addresses of the selected people
I discovered that when sending group emails, if the person has multiple email addresses, the emails are only sent to one of them. In my opinion this is very inconvenient and if you don't know it you can make serious mistakes. Therefore I was wondering if it was possible to implement the function to send the email to all…
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Instant condition doesn't work at all
Hi, I am struggling to optimize the automation on Pipedrive which I really hate :( I hope there is anybody who can help me!!! I don't know what I did wrong. Below is my full automation flow that I am working on As you see the number 10, instant condition which is supposed to check whether I get any reply form the email…
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'Magic email' 2FA sign-in is beyond awful - please offer an alternative!
I love Pipedrive and almost every feature that it offers. So, I take no pleasure in the fact that Pipedrive also contains the single most infuriating 'feature' among any of the 10+ apps that I rely on to run my business. 'Magic emails' for 2FA are beyond awful. I struggle to describe how broken, nasty, and messy this…
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See Custom Fields from contact in deals and and Vice Versa
Hi all, I want to create custom Fields for example for a person and I want to see them also in Deal-view. And I also want to do this vise versa. When I create a custom field in the deals, I want to see it also in contact. How to do that.
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Project Task List View Columns
It would be great if, within Project Task List View, resizing the columns would stay the size that you set so you could read the whole task without having to expand.
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Include call notes in activity filter
Any chance you can add 'call notes' to the dropdown list when setting up a filter in activities? We use Aircall as a phone provider and they create a completed task for each call we make to or receive from a client, along with the call recording stored in the notes. We would then like to create a filter to find certain…
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Ideas on how to make sure that all criteria's are met for advancing a deal to next stage?
Hi, I'm new to Pipedrive. When taking the default look at the "add deal" page, it have nice basic fields (or is it attributes?) to describe the deal. But I haven't found a way or understood how to make sure that the sales person has acquired all necessary info to advance the deal to the next stage in the pipeline. Info…
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Activity Due Date vs Activity Completed Date
Activities that are marked completed have the due date, not the actual completion date. If an activity slips by a day (or days), it would be helpful to know when the activity is actually completed. Right now, we have to go in and edit the due date when it's completed so we have a more accurate picture of when a…
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What do the SyncQ fields mean?
Specifically, what action, data migration, or integration happens when I select "yes" on "SyncQ:Sync to QuickBooks"? These options appear when I first add an organization and then live on the org's profile.
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Email of same contact but different Subject
I am having a problem with Email of same contact but different Subjects or Topics is joining in the same LOOP of email. How to disconnect it or to avoid the Pipedrive joing automatic?
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Does Pipedrive support exist?
I can't get any support. The bot is useless and you just go in circles and no reply from the support email. Any ideas from anyone? I like Pipedrive but I don't think I can bring it into the business if there is zero support!
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Let us change the background color / give us more visual cues
VISUAL CUES: please give us more visual cues. All pipelines look the same, deals, organisations, people cards look the same. As a result, we're likely to make mistakes like paste our call notes into a People card when we meant to paste them into the Deal card. Org/people/deal cards tend to be text-heavy; please make our…
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Planning in projects with an end/execution date
Use an execution date or end date instead of the start date in projects for planning! This way, we can easily plan by, for example, saying that a certain task should be completed 2 weeks before the end date. Would really help because we work towards and end date and every project has a different time line.
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Other way to work with expiration date of a task in project?
Could you let me know if it's also possible to use an execution date or end date instead of a start date in projects for planning? This way, we can easily plan by, for example, saying that a certain task should be completed 2 weeks before the end date. Would really help because we work towards and end date and every…
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Can you run reports (Insights) on new products created?
New business within my company, is new customers, but also existing customers buying new products, each customer has their own unique products, so I have add new products for each enquiry, therefore I would like to run a report of 'new products required' and in turn that will show me new business growth.
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Do users get notified when an activity is assigned to them?
In PD do users get notified when an activity is assigned to them?
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Data export, clean and re-import
I'm attempting to export our organisation data, around 15,000 accounts. Update and clean by matching to an external database and re-import. I'm hoping that the import will essentially update the organisations, having filled in some of the missing data. Using the org ID is important so that any new data is matched. How will…
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Automation: Access to related entities for conditions
Hi! I've found that it's not possible to set up an automation that triggers on a Deal update and has a condition on custom Person fields. The only available fields to filter on are "Deal contact person", "deal contact person email" and "deal contact person phone". It would be nice to have all Person fields available to…
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💸 How about emojis for Deal Stages?
I love using emojis to add impact to my sales processes. Eg. My website leads arrive with '💸 New Website lead!' - so the cash emoji gives me a certain emotional response and desire to respond. I tried adding emojis to my deal stages a while back, but it broke Pipedrive and an engineer had to remove them manually. Any plans…