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[Closed] Join the Command Palette Beta Testing Group
UPDATE: This research has been completed; thank you for participating! Hello, Community! We've been receiving feedback on improving our SEARCH and NAVIGATION within the product by enhancing the accessibility of navigation items and quick add shortcuts. To address this, we're planning to enhance the navigation experience by…
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Real simple issue - comma needs to be added to value shown
When using the value field while emailing leads, commas aren't displayed in the number. In this testing example, the lead value is set at "$1,500". But the value field shows "$1 500". Can you guys add the comma to this, so I don't look stupid when emailing customers? Example email:
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Is a Customer Portal Possible Through Pipedrive?
We are looking for a way to add a customer portal. We already have a form where a customer inputs their information, then we can send emails and invoices to them through Pipedrive. However, for the customer portal we would want the customer to be able to fill in forms, make payments, view their account information, and…
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Automated Insights Emails
Hi There, Is there a way to send a weekly report/insights via email, slack, etc? It seems like a huge pain to have to integrate another platform. Many other sales CRMs do this straight out of the box. I want to be able to automatically update my team each Friday. Thanks Leon
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Does anyone else need to display 13 months of data on their dashboards?
In our results we like to compare the previous comparable period - often the same month last year. I custom my time period to the last 13 months but my dashboard will only display the last 12 with an option to scroll to 'page 2/2' to see the final month. Can we get around this? How can we display this data on one page?
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Change Owner when Drag and Drop a Deal
Hello there! I colect Deals from Typeform. The deals are asigned to me since I own the integration. That said, I need to change the owner of a Deal to the person that drags and drop to the next stage. Thanks in advance
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Can't get Teams integration to work!
I've been trying for an hour to get the Teams integration to work, since I want to automatically add a Teams meeting link when someone schedules a meeting with me. I have a Teams work account and a Pipedrive Advanced plan. I've tried to sign-in and out of both Pipedrive and Teams. Clear cookies and cache. Log in incognito.…
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SOPORTE TECNICO
Alguien puede decirme como puedo comunicarme con Soporte Tecnico? he enviado correos a support@pipedrive.com, pero no dan respuesta alguna. He contratado el plan professional pero me rechaza el pago y necesitaba ayuda, alguien que me ayude???
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How do you manage stakeholder relations in B2B sales process in Pipedrive?
Context: Our B2B SaaS product is sold on a project-basis; usually 3-5 people from multiple organisations are influencing product choice. In at least two occasions, key influencers became apparent at a late stage. PipeDrive deals allow for associating multiple people to a deal, which is helping. However, the stakeholder…
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Activity tab: Please add Lead's fields to customize columns in a list.
At least I need to see Lead's labels when open an Activity tab. For now there's no options to add any Lead field in a settings
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Adding standard windows font to Email
I am new for pipedrive, I need instruction, how can I add the standard Windows font "Centhury Gothic" to email. Thanks for quick reply. István
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About Activities permissions
Hey. It would be very useful feature to have different permissions for activities. We work thru activities all the time and problem is that some people dont need all 37 activities what we have in total. Sales people need certain and then we have "personal" activities also for certain people. Eventlink / Petri Lehtinen
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Moving Projects with grouped tasks to another board
As soon as I put one project with grouped tasks in another board, the tasks and acitivities are not grouped anymore. Is there a solution for that?
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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