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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…
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exporting detailed lists
to get a list of any one who works at a university that has either bought from us before or sent in an inquiry. I’m trying to include their title, email, university name and phone number, how do i do this
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Enhance Team Collaboration in Pipedrive with Email Commenting and @Mentions
Hello everyone, I have an idea that could make working with Pipedrive easier for all of us. Currently, there’s no straightforward way to directly notify team members about important emails that come into the system. My suggestion is to implement a comment field for emails where we can leave comments and directly tag…
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Can I enter a new deal into first stage of Pipeline?
Must an oppty be a Lead first to enter in a stage or sales cycle? How can I enter a new DEAL in one of the Stages?
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Leads: Kanban view is absolutely needed
My Sales Team of 80 ppl vote with both hands for Kanban board for Leads. We need to to see the status of each Lead at a glance (now we have mostly a mess there cuz there's no ways to track progress). I'm pretty sure this would be one of the best improvement of Pipedrive
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Emails not synchronizing
Why am I not receiving some emails and others come in without a problem? And, there is no spam folder within PipeDrive so some good emails are not coming in at all.
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Emails are not syncing.
Hello, since morning my emails in the Pipedrive is not syncing. And I also can't send any email. I get the below message when I am trying to send an email via Pipedrive directly. I have checked in the email integration setting in the Pipedrive and all seems working. "We’re sorry, but the message can’t be sent right now.…
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Dynamic Relative Date Input
I would love if Pipedrive's Activities creation process supported using relative dates in the date field instead of specific calendar dates. This functionality would allow users to set dates based on relative time intervals such as days, weeks, or months from the current date. For example, inputing "3 months" into the date…
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Dependent tasks in Project Module
Dependent tasks in Project Module is very essential feature. Imagine we have to paint the wall, however prior to that we need to make sure the 'right' paint has been chosen by the customer. Basically we need 'pre-requisites' in place.
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DEPENDENCIES Required on Projects
Projects needs to have the ability to change dates of certain tasks based on the completion of a previous tasks being completed or not. Asana calls these dependencies, and is a life saver. e.g. If an signed agreement is a task and other tasks cannot be started until the agreement is signed, then the dates of correspoding…
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Visibility of activities not working as expected
I have set visibility for Leads / Deals as well as Organisations and Contacts to whole organisations. However, (planned) activities are not visible to everybody. Can you please fix this?
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New Trigger on Archiving an item
I'm looking for a way to start automation when a Lead, Deal or Project is being archived by a user. At the moment I see only triggers on creation, updates or deletion. Would it be possible to add the Archive trigger as well?
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Deal and Activity Reporting Question
Our team is fairly new to PipeDrive and working on developing metrics and reporting for senior leadership. We are looking to build reports or a dashboard to show us the following for each of our Leads and Deals Aging Analysis Number of Phone Calls Made Number of Emails Sent Number of Activities to date Activities Planned…
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Product filters in analytics
Hi. We need product filters in analytics, how to understand which product is better, which sells more, etc. Products without these features are useless
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Forum function to merch or archive suggestions.
I would like for this forum to have a merch and/or archiving function that can be suggested by users. Currently there are more than 140 pages á 30 suggestions. Many of these suggestions are duplicated and some are certainly already implemented. So it would be good if you could clean up a bit. It would be cool if a user…