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Saving edits to Activities
Can someone please advise how I can save edits when I make changes to an activity. I have created an activity and then I added notes…I then wanted to amend the notes but there is no way to save the edits (as far as I can see)….when I navigate away from the activity I have lost all changes?????
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Serious lacks in the Merge Duplicates function
I'm a bit frustrated with Pipedrive's Merge duplicates function. Having to go one-by-one, clicking countless times for each of them is really tedious. I don't see that the "Preview"-step is needed, as it doesnt show anything not seen before pressing preview. My latest job change moved me to Pipedrive from Zoho, which had a…
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There should be a preview for group emailing before sending
Hi, I have a short feedback while using group emailing feature. It would be nice to have extra step, where you can check the preview of emails before sending them. Especially when you work with insterted custom fields, it can happen, that something can go wrong or some information is not stored correctly. This would be a…
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Ability to hide fields from details view
There are some fields we use to work out attribution. For instance, name of the campaign referring a customer, name of the source, etc. These details don't matter much to the sales team, but without the option to hide them from the Details view, it is one more annoying thing to look at (think really long numbers when you…
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Feature Request - Assign point values to activities
It would be great if there was a table of activities and their associated points. In EdTech B2B sales (and probably other areas) not all activities are created equal. Visiting a pricing webpage or attending a webinar is more important than commenting or linking a company post. The activity graphs will visually be skewed…
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What is the best UX/UI way to log all mobile phone call activity?
I have a small outside sales team. They are all iPhone users. We recently launched Pipedrive to 3 of the 8 members. I expected that Pipedrive would prompt us to log an activity for both in and outbound calls. I see now that w/ iPhone Pipedrive doesn't do so for inbound calls and the outbound must be started from the…
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Merging Products
Hi there. I think it would be great if it were possible to merge products. It is possible to merge deals, contacts, organizations etc. but not products. Please let me know if this can be made possible. Thanks
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Can you have a deal move to a specific stage if you receive a new email?
Hello, My company has just started using Pipedrive and I am trying to set up some automations to help our sales process. I am trying to set up an automation so that when a client replies to our email it moves the deal into a specific stage labeled Client Replied. Alternatively, maybe instead it could automate an activity…
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Email Sync with Deal Participants?
This topic has been in discussions over the years and I am interested if there are future plans for enabling emails to automatically link with all Deal participants? As of now, if you are sending an email from your provider (Gmail for example) to anyone but the main contact of a deal, the message will not be linked to that…
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Live Chat integration with Slack
I love the playbook, the different chat pathways that are possible to create, etc. BUT… The chat notifications leave a lot to be desired. There's a thread that is 4 years old and everybody is asking the same… better new live chat notifications so that sales teams don't miss them. Our sales team already has to juggle 100…
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Nurture and Drip Campaigns
Hello, I am wondering if anyone has successfully been able to develop solid drip campaigns for leads or prospects within Pipedrive without the use of an integration or other platform? Or if you have needed to use an integration what did you use and how? Would anyone be willing to share an example of what they have set up?…
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Campaign Media Management
I want to manage all the files and images in the Campaign Media without going into a new campaign and finding a file. It would be wonderful to have direct access to the media library to upload, restructure, delete and move files. Many files are used only once as they may be product-specific, and others are used frequently,…
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Email Insight Report Should Show & Export More Columns
We think it would be very beneficial to be able to export more data from Email-type Insight reports (Report > Activity > Emails performance). Our Users want to be able to see and export fields like Linked Deal, Linked Organization, and Recipient. More options would be welcome!
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Hiding Deal value
Hi everyone, I wanted to know if there was a way I could hide financial info (i.e deal value etc) without restricting too many permissions for my other team members. I'd like to keep the value numbers just for upper management, but would still like to allow users to edit other deal information. Is there a tool I can use or…
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Personalized fields when using AI generated emails
Hi there! New user of Pipedrive here and been enjoying the experience and functionality so far. I've gotten a good workflow going on using Make and Pipedrive, I'm parsing leads and deal information coming in via my own email and pushing the data to Pipedrive (person creation, deal creation, product, and linking all of them…
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Automation - Send Notification as Email (not personal linked email)
I want to send an email notification based on automation. Something like: send email notification to distribution group 35 days before custom field Contract End Date. But I do not want to set up an email synch with my work email. I'd like to have it sent from Pipedrive. I don't want all my email synched AND the automation…
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Task or Activity the day after
Hello, In my line of work, I sometimes need to go by the landowner's house. On occasion, they aren't home so I will just put a note into Pipedrive saying that I went by their house. What is the best way of handling that if I'm entering the note the day after I went by their home? When I enter a task from yesterday, it…
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Job title in organisation view
On an organisation page, under 'people' on the left hand side, could I suggest the feature of displaying a contacts Job Title next to their name so that you do not have to click on 'view all' each time? For us this is something that we really require. Thanks
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Best Practices for Managing Inherited Customers in Pipedrive?
Our team inherited a set of customers stored in Pipedrive. Do you have any good ideas on how our team could best manage them? One idea we had is to mark all current customers (who are in different stages, such as lead, contacted, call, etc.) as 'gray' in Pipedrive. We do not know if this is even possible. Then, when…
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How can I track clicks on email links without using the tracking tools?
Hello! How can I track clicks on links sent by email, without using the tracking tools? Enabling the open track and click track ends up blocking some of the emails sent, because of pixel tracking barriers. Is there some other way to measure it? I want to measure individual clicks, so that I can know exactly who clicked on…
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Ability to create custom entities
Hi I think a simalar question has been posted about having the ablitiy to create custom entities, we have companys which is great, but these companys are connected to IPs/brands/Campaigns and in out industry these change alot (advertising) having the ability to track a brand / IP and have it linked to an organization…
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Feature Request: Granular Deal Visibility for Cross-Team Collaboration
I’d like to propose a feature for more granular control over deal visibility in Pipedrive. The idea is to allow users (or teams) who are not the deal owners to see that a deal exists and is associated with a specific organization, but without access to sensitive fields such as deal value, linked contacts, or custom fields…
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Sorting of deals in pipeline, by drag-and-drop.
Hi. Do you need to be able to drag-and-drop your deals, to sort them in your own order? At moment deals are shown in chronological order according to activity date overdue/due/scheduled. But I need to be able to sort them according to which ones I find most important to work on. Anyone else recognize this?
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Duplicate Deals
Is it possible to create a new sub-item under the "duplicate" section, where you not only can see duplicate Contacts, Companies - but also "deals" with the same identical unique name?
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mass editing labels or custom fields with multiple options
If you create a custom field called tags, and add options - you have a pretty decent tagging system. More or less the same as the "Labels" option which has the possibility to add multiple labels per contact (as of last year). The problem with both approaches is that you can not do any mass edits. If you do a find and want…
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Existe Alguna Conferencia Anual Latinoamérica ?
Saludos a todos, Quisiera saber si se realiza algún evento de Pipedrive en Latinoamérica donde podamos establecer conexiones, generar nuevos negocios e interactuar con otras personas en este mercado.
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Organization with Multiple Websites/URLs
Organizations often have multiple domains and email addresses and the Organization object should be able to track them all (not with custom fields, but in the website field). HubSpot supports this with one main URL and affiliated ones.
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Automation with Email Notification (not from personal linked email)
I want to send an email notification based on automation. Something like: send an email notification to a distribution group 35 days before the custom field Contract End Date. But I do not want to set up an email synch with my work email. I'd like to have it sent from Pipedrive or info@mycompany.com. I don't want all my…
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Parent/Child Deal Cards (Direct/Indirect)
Hello, I want to have a Parent/Main Deal Card and from that Deal Card, Child/Sub Deal Cards. Is that possible? Reason being, we have a Main Project (Parent/Main Deal Card), and for that project, I am quoting our services to multiple OEM whom are all seperately tendering for the same Main project. So, in the end, only one…
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Looking for feedback to AI report generation in Insights
Hello everybody! 👋 We are currently in the middle of process of rolling out AI report generation feature to our customer base. If you have tried out the feature, I would love to hear your feedback on it- what was good, what wasn't, what do you expect it to do differently. Thanks 💪