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Add Participants on Leads
Hi Pipedrive team! Many Pipedrive users are suggesting to be able to add Participants on Leads and not just Deals. I really think this option should be considered in priority since this issue have been mentioned many times and for a long time.Have you thought of a solution in the near future ?
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Is It Possible To Block Users From Editing Deal Probability
I have fixed probabilities set up for each of my pipeline stages, and we only assess this data on a whole company level, so I don't want users to change their own individual deal probabilities, as this skews the higher level stats. Is there a way to block users from editing individual deal probabilities?
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allow export/import of custom fields, email templates, pipelines
We are onboarding many agents, I've been asking for this feature for some time now. We need a feature to be able to export the custom data fields, email templates and pipelines and general settings. It should be possible to create a template of pipedrive setup that works for one user and export that and import into…
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Automation Folders
Hey there, I was wondering if there is a way to organize the automations in folders or something. I tried using emojis but again them being ordered by last updated makes it hard to find the needed automation. Is there some way to do this? If not is there some workaround that you guys use? Thanks!
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Advice Needed! Aggregating information from Contacts with regards to their demands
Hello PD community, I work for an international fashion wholesale company and benefit alot from the use of Pipedrive in many ways. One thing I am missing is aggregating the demands of different clients/leads and I explain: Org A is looking for Brand ABC at a quantity of xxxx and a price of X/unit Org B also looking for…
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Sorting deals in the pipeline view by last done activity
Hi, Is there a way to sort deals in the pipeline view by last activity? The default "next activity" doesn't help much in our case and the "Deal update time" is not suitable either. In fact, we're updating some deal's fields via API and this would change the deal update time. Instead, I would like the sales reps in my team…
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Faktury - czy da się?
Dzień dobry Szanowni Państwo. Czy ktoś z Państwa ma doświadczenie z integracją z jakimś rozwiązaniem do faktur. Wiele rzeczy ogarnąłem albo przynajmniej wiem, że „da się”. Ale faktury nie wiem. Jeśli ktoś chciałby pomóc oczywiście odpłatnie, albo dać wskazówkę, to byłbym wdzięczny. ps zitegrowałem z xero, co trudne nie…
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Controlling custom fields
It's great we can restrict whether our users can delete a custom field however we use custom fields for putting some super important information and there is no restriction on them editing the content of the field say if it's a multiple option. What would be great is if there was a permission like other CRM's whereby we…
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maximiser le automatisations pour éviter des pertes de temps ( Taxe au Québec )
Bonjour à vous, Pourrais je savoir comment je peux créer un choix automatique pour que les choix suivants soient toujours en ce sens ; Toutes entreprises : Hors taxes Inscrire les taxes comme ci-dessous automatiquement : 14.975 $ Merci, à très bientôt David Caron Directeur Régional Stratégie / Développement Placement…
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Save new email contacts to pipedrive contacts
Good morning, I have successfully linked my Outlook account with Pipedrive, and I am curious to know if there is a method to automatically generate and store new contacts in Pipedrive whenever a new sender is identified in Outlook emails. Thank you in advance!
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Custom fields synch across lead/deal, person, and org?
I have a custom field for lead/deals and I want to use the same custom field (with associated multi option list) for people and organizations. And I want to be able to use the same multi option list 3 seperate times to populate 3 columns. To clarify the field is crop of interest. Some customers will have several crops of…
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How can I prevent single emails sent via PD going to spam?
I tried to send an email to about 20-30 people yesterday, and I havent recieved any response. I tried sending the same email to myself and it went directly to the spam folder. I then tried to re-send from the Windows Outlook app, but I recieved a message stating that Outlook didnt have permission to send the email on…
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Multiple variables pricing formula
Hi guys, I'm trying to get products to work for us so our sales team doesn't need to change software and can move to xero as a quote. We need to have x3 multiple variables for the pricing formula in products and the "variations" doesn't work for us. Eg.) we sell a building product There are 20 different products with…
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Report to display individual payment transaction value per month (not the total deal value)
Payments are a great new feature of Pipedrive! Now we can forecast revenue in a meaningful way for both subscription services and separate payments! Well done Pipedrive! For example I close to winning a deal, Deal A for $100,000 I could create a $50k payment for January and a $50k payment for March. I've another deal, Deal…
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Copy fields from Contact / Org to new Deal
Hi all - After I have created a new Contact or Organisation, I then create a Deal for that Contact or Org. Is it possible for certain fields (namely address fields) to be copied into the new Deal? This will save double entry of data. Thanks, Rob
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We want feedback to our new app, that tracks job changes and monitor emails
Hi Pipedrive community! I would like to hear feedback on the app (https://marketplace.pipedrive.com/app/champlist/d0cbc932d68db9a2), which I built as a fan of Pipedrive. I use Pipedrive for a long time and I decided to leverage the environment and start building features directly in the app. WHY did we decide to develop…
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Email Synchronization At the DEAL LEVEL across all contacts in the DEAL
I think this is a legacy issue as I've used pipedrive for more than 3 years now. I still cannot figure out why emails synchronization is not seen at the DEAL Page. If we write an email in our native application (Gsuite) to a contact listed in the Deal, it often only appears on the contact page not in the deal page. It is…
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Pipedrive live chat support "Chat with us"
Hi, whenever i click the chat with us support button, the right hand side toolbar dissapears but now support chat pops up. I have cleared cache and cookies but still it does not work?
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Can't change "unsubscribed" marketing status
There are many cases that we should be able to change to marketing status from unsubscribed to subscribed again: * user just unsubscribed from a specific newsletter and not ALL of them * missclicked the status while editing contact details * customer decides that he wants to receive newsletters again Hopefully we will be…
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Tiered Licensing
We are getting on well with PD but what are everyone's thoughts on tiered licensing? One of the issues stopping us from moving up the plans is that all licenses need to be on the same tier. We would expect to pay for all the sales and marketing team on the full product but like a lot of people we have a big pool of people…
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Web Forms - Custom Width
Firstly, we would like to say that we think the newish web forms are a fantastic addition to PD. Like everything with the CRM, all data feeds in like a breeze. Thank you. One area we feel that they visually could be improved would be to have an option to customise the width of the div frame. From the below screenshot, you…
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Make Admin Setting - Custom Colors in Insight Reports
There are times when it would be beneficial to save users from themselves and set the color scheme at the admin level versus individual level.
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Filter by deals that contain subscription
Since the launch of the new subscriptions feature, it would be nice if there was an option when creating a filter to show deals with an active subscription e.g. Deal » Subscription » is » active.
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Send LinkedIn Messages From Pipedrive
Hi. We are currently using Leadjet for LI integration. We have no issues with contact syncing. We are looking for an easy way to send contacts linkedin messages directly from within Pipedrive - rather than having to switch out to LI. I have heard Duxsoup may do this. Does anyone have any recommendations on PD to LI…
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[Closed] 🚀🔮Be part of the AI revolution with Pipedrive 🚀🔮
UPDATE: This beta test is now closed; thank you all for participating. Hi, community! 👋 We’re working on bringing the power of Artificial Intelligence to your Pipedrive experience. This will offer you and your teams greater efficiency and effectiveness in your sales process. Here’s a sneak peek of what we’re working on:…
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How to enable auto activity pop-up once the deal is Won
By mistake I have disabled it from the pop-up screen on won deal, now new activity pop-up is not appearing. It used to appear automatically when I would mark a deal as Won. My setting is on from the company setting and activity section.
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Project Board Summary
Hello, It would be great if similar to the deals area, the board could summarize a dollar amount that is on the board. In the Deals section, you can see the total value on the board view right next to the board selection tool, in the same line as the total # of Deals on the board. Right now in Projects, you are only able…
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Expected close data and expected period for the completing work ?
Hi We are a consultancy that sells hours. When we add a deal to PD we set the expected close date. However, we would like to indicate on the deal when we are expecting to "put in the hours" to do the work. We would like to use this to forecast expected revenue from hourly work in each month As an example: A deal/proposal…
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Projects Activities - Hey Team - we can't complete projects inside deal page
when we put in an activity into a project its not showing on the deal page. for some reason it will only show on the organization page - we need to see this on the deal page
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Smart Contact Data - ability to copy / transpose to contact details
When you use the smart contact data lookup, there is no easy way to add smart contact info to a person's contact details, i.e. copy it from the smart info box to their actual saved contact details. This would make this feature so much better. What are your thoughts?