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Has the Email Tracking feature changed?
Coming back from the holidays, I've noticed that my new emails sent to some of my contacts I've communicated with by email many times before no longer have the tracking "eye" image alongside the newly sent email. Has something changed with the tracking feature in the new year, perhaps I've unknowingly changed a setting, or…
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[Closed] Pipedrive Innovation Accelerator
Dear Pipedrive Community, We are excited to announce that Pipedrive is hosting an Innovation Accelerator Workshop this week. The objective of this workshop is to enhance the teams’ path-to-right approach, thereby creating optimal conditions for rapidly transforming any idea from its initial problem identification stage to…
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Option to choose default currency per pipeline
We use more than one pipeline and the option to have a different default currency per pipeline would be very beneficial.
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I don't want to program an activity when I check an activity as done.
It is my first week with Pipedrive I'm doing my configurations. I like how an activity can be check as done, this activity just consists in the user filling up 3 fields. But I found very annoying that after checking one activity I see the "Program an activity". Why? Why I want to program an activity after checking the…
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New activity pop-up - how to disable
Hi, I'm wondering if it is possible to stop a new activity box popping up every time I mark an activity as done?
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Activities Visibility
Hi there, as the owner of the company I´d like to have the option to set which employee has access to which activities. In the best case I can say employee A only sees his own activities and employee B (sales manager) sees the activities of employees A, C and D.
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Warning that there is no attachment in the mail
Hi Pipedrive folks, I would appreciate a feature added that is standard in Outlook and other email clients, i.e. a notification that an attachment has not been added, even though it is mentioned in the body of the email. Of course, not exclusive to english is a must for us to take advantage of it. Community folks, please,…
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Field Definition Hovering
As I have spent time building out a training website for our team... this idea came to mind. If we could define fields (built-in and custom) in Settings, and then have those definitions show up either by hovering over a field or displayed right underneath a field, this would really help new and experienced users! Even…
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Leads - missing column "Expected close date"
Hello, the Leads inbox (/leads/inbox) is IMHO missing at least the "Expected close date" column. Would be great to have it there :-)
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Request: Monthly Breakdown on Payment Schedule in Revenue
Greetings, I have a question on Subscription Revenue Reports for Payment Schedules. Suppose that I have two deals with payment schedules as follows: Deal 1 (total deal value:1000 USD) April 6th: $100 May 6th: $150 June 6th: $300 July 6th: $250 August 6th: $200 Deal 2 (total deal value: 900 USD) April 6th: $120 May 6th:…
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SmartDoc Connection
As a partner, the partner seat access is great. But I think there needs to be a solution created where if a user wants to use SmartDocs and connect their cloud storage, the best way to manage the credentials and access to the cloud storage from a partner perspective. At the moment, I am asking for credentials for both…
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Como faço para os novos negócios aparecerem nas etapas do funil após importação?
Finalizei a importação porem os novos negócios não aparecem em nenhuma etapas. Como faço?
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Document E-Signature Templates (Feature Request)
Currently you're able to create templates out of documents. However, you can't seem to make templates out of e-signing documents. This would be hugely beneficial for things such as letters of engagement, as currently you have to make the document from the template and then set it up for signing manually. Being able to one…
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Is it possible to increase the resolution of the calendar?
Hello, is it possible somewhere to increase the calendar's resolution? I have a lot of 5-minute, I usually plan 10 minutes for these tasks, but when I enter 1 tasks 11:00-11:10 and the next task 11:10-11:20 they kind of overlap or are unreadable in the calendar view during Add activity.
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Notes in leads not appearing when converted to deal
Hi, we are having an issue that notes are not being carried over when a lead is converted to a deal? Is there a way around this?
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Leads - Expected Close date column
Hi community, how do we create a column for "Expected Close Date" in the leads section? Can't seem to find the correct column header for this.
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automated an email
Can i organise an automatisation that send an email every year for a birthday? i explain, when i add a customer in my contact, i also add is birthday date. From that point when i add the date, is it possible to have an automatic email send for that precise date every year? Thanks - Phil
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How to turn off Dark Mode.
I tried Dark Mode and I want to switch back to the original mode. Not sure how to do that. Any help would be appreciated.
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Solving Email-contact sync on a deleted duplicate contact
Hi All, Just joined Pipedrive after years running my CRM on Airtable. I had lots of data to import, along with all my emails, and I realise that some of my emails are now synced to contacts that were duplicates, which I deleted. I now have the issue that I any new emails from those people are syncing to the contact with…
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Cannot link Microsoft Teams to PipeDrive
I try to link Teams to PipeDrive but when i click on "Proceed to install" button from the market place, we have an error message "Application Not found"
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Private App Not Found
Created a private app three days ago. Went to access today and got this error message: "App is not found" Deleted private app and created new private app. New app showing me: "App is not found" Is the developer's corner broke? Not sure what to do here
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Hide custom fields in Leads
Custom fields from Deals are also setup for Leads. Today if you have Professional license or higher you can hide custom fields for different deal pipelines. It should be possible to hide specific custom fields for Leads in the same way as for deals pipelines. Today you get at lot of fields that are not relevant for Leads.
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Keyboard shortcuts for Notes
Hi, I really love using keyboard shortcuts, and I know a lot of other users do too - it helps with workflow and reduces friction when it comes to performing various actions. The less steps/clicks, the better. I basically make a note to every deal, every time I do anything with that deal, be it a call, email, reply, I get…
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Get notification when receiving a new lead
Hi everyone, sorry if the question has been asked already, I am new here. How to receive an email notification or notification on the mobile app when receiving a new lead with the essential plan? Do we absolutely need an advanced plan and create an automation? --> New Lead --> Send an email? or --> New Lead -->…
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Trying to reach all people in an organization
Hi, I need a little help creating a filter that would allow me to reach everyone connected to the companies that rent our spaces. I manage to bring out all the managers of these companies, but I cannot add all the employees linked to them. Here is the filter I created to bring out all the managers. I just need to figure…
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Customer Support
Can ANYONE tell me how to get in contact with customer support, I am within the 14 day Free trial, but I did select the "Power" Plan at $74 monthly believing this would give me access to "phone support?" When I click on the "quick Help" icon at top right, I see No option to click on that says "call me?" As O have read I…
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Does Pipedrive support different types of Deals?
Hey there, I work for a consultancy/staffing agency, and I’m using Pipedrive to manage both sales and recruiting. Therefore, I work with two pipelines: 1) A pipeline to manage the sales process of our customers 2) A pipeline to manage the recruiting process of new consultants This is pretty okay, but there’s one challenge.…
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Quoting. Quoter vs Quotient
Someone is using Quoter or Quotient.
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Getting Payment Plan Information from Pipedrive APIs
One of our customers uses the payment schedule feature to estimate the revenue profile associated with a deal when they are in the process of closing out the deal. As forecast revenue typically varies by month they use this function rather than setting up a subscription (recurring monthly payments of the same amount) as…
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Can the note edit bar with Cancel/Save buttons be pinned to the note screen?
I have to scroll all the way down to the bottom of the note to press Save or Cancel. The same to choose Italic, add a link or image. If the bar was pinned and followed my writing it would save me a lot of time and significantly increase my productivity. If I cannot see the SAVE button, I do not know if the note is saved or…