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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…
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Formula Fields not available in Projects?
Hi there, Just a few days ago we started testing the Projects Addon. So far we are very happy with what it offers - and at that pricepoint. BUT, I was quite a bit shocked, when I found out you can't use formula fields within Projects. Am I just blind, or are they really exclusive to Deals?
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Can I track the cash value of each project management stage?
Hey, I use Trello and the 'Smart Fields' Power Up to track revenue across each project stage. Each card features fields for... Project value Outstanding payment And the top of each column shows the sum of both fields. So - I can see how much cash my business is due from each project stage. This is great for forecasting and…
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Customer Portal for Pipedrive
Hello Pipedrive community, I'm currently working on the customer portal for the Pipedrive, and I'm excited to share the progress I have made. Currently, it has some features that are visible on the website. https://pdcustomerportal.carrd.co/ I'm looking for feedback and ideas to take this project to the next level.…
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MULTIPLE DISCOUNT & SHIPPING FEES ON PRODUCTS
Hi, i haven't found a similar topic on community...so here i am. In our sales proposals we need to use many discount (different customer segment & extra discount for sales managers) and different shipping fees (% of the sell price). Attached a little xls example. I hope it will be of interest to other customers and be…
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Shared smart docs templates
Display some type of identifying information that shows which of my smart docs templates are shared with others without having to open the doc and look at the permissions.
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Is there a report where I can see all activity as a daily summary?
I am new to managing others. My husband and I run a business together and just hired 3 sales people that I need to manage/ monitor to know what is going daily on without looking through EVERY deal in pipedrive (somethings have been missed and now I am overly paranoid, at least for now). We have a few hundred deals in…
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Signer fields in document templates
I'm sure it has been asked before - but is there really no way of adding the signer fields to the document template interface, so I can set it up once for all users? We're losing precious time setting up initial fields on all pages of the contract, .... Thanks for updating! /cedric
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Google Drive Shared Drive/Team Drive Integration
I am wondering if Pipedrive supports Google Drive integration for Shared Drives. Currently, it seems that I am only able to upload files that exist only in "My Drive" in our Company Google Drive instance. Our organization keeps all deal-relevant files on shared Drives and therefore the google drive integration is useless.…
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Individuals without Organizations
Many of my sales are to individual homeowners who don't belong to an organization that's relevant to a particular sale. How do I set this up in Pipedrive?
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Warn users before making changes?
Is it possible to warn users before making changes to certain deal fields? For example, when a user changes a particular field inside a deal, it will email 5 people regarding the change. Ideally, we would like to warn the user before the change is saved. Is it possible? Thank you.
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Editing User Profiles
Hello! I think that Admin Users need to be able to edit the profiles of other Pipedrive Users in their environment. I would like to upload a photo for each of our Users, and would like to fix some names and emails in accounts, and unless I have that person make the change, this cannot happen! As an Admin, it makes sense to…
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Past revenue forecasts
Pipedrive only allows us to view the current situation when it comes to revenue forecasts. When changing the period of time to one of the past, e.g. 6 months ago. It shows the won deals of the past 6 months and also any open deals that may be still open in the past. However, it would be good to see the forecast 6 months…
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Sales Playbook
Hi community, Hope this finds you well. Just wondering if there are any tips for side-by-side Salesbook/Playbook integrations or workarounds for Pipedrive? Context: My company is shifting from Hubspot to Pipedrive and there was this function to create playbooks in Hubspot. I am not familiar if there are such parallels in…
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Deal to Project relation and Activities
Hello, if I can assign deals to a project, why it's not possible to assign an activity to a deal and project? I see I can assign an activity to a deal OR a project, but not both. Let's say I have three deals with a lot of activities assigned to them. All these three deals are assigned to a project. Is there a way to filter…
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Importing Multiple Options Field
I recently added a new multiple options field on people to be able to track specific types of information so we can segment individuals in various overlapping ways (e.g. lives in DC, works for a nonprofit). I don't know when this new field type was added, but I'm really excited about it! However, I'm not sure if it is…
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Recurring calendar entries synced from external calendar not doable in Activities list
Hello, recurring events (like weekly, monthly) synced from an external calendar (M365) are not "doable" in the Activities list. They don't show up in the activities list also, they only visible in the calendar view. Would be great to have them at least doable.
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Reports on Emails which are linked with a deal
If you are synching your emails you can get reports on the email performance. But you can NOT filter the emails which are linked to a deal. I am not interested in statistics on mails from my daily business and from my Grandmother, only sales related email count. And they are sales related if they are linked to a deal.