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Exporting Email Insight Reports
I am wondering why it is currently possible to export specific data sets and full tables within all insights report types except for email reports. Our team uses insights to track the open rates behind certain group emails that we send via Pipedrive email sync, but not having the option to export and filter further renders…
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Project Management Integration
I'm trying to integrate my Pipedrive CRM with the Monday platform, but the integration is very simple. They just have the option when you create or add a lead. I would like to use integrations such as "when you move a deal to another stage", then is added in the Monday Platform. Do you guys have any suggestion, how to do…
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Pipeline Stages for reoccuring sales
I'm managing a team of financial consultants and want to make the switch to pipedrive, since our process tracking so far is pretty much non existent on a standardized level. Currently I'm struggling with creating the right stages for our sales process. Up until the meeting to present the concept to our clients, everything…
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Too many activities jamming my calendar! . How do I stop this from happening?
Hi . Every time I call or send SMS from the PD system ( using Justcall App ) it registers into my calendar as an activity. Please see screen shot. Does anyone know how I stop this as it is jamming up my day and I can see what appointments I have coming up. Thanks heaps . David Warne. Please see attached image for further…
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Searching for LinkedIN SN Bulk Import Tool
I am looking for a tool to bulk import Sales Navigator lead lists into Pipedrive with custom fields such as LinkedIN profile URL. In the past, we had used Snov.io, but ran into increasing technical problems, losing 10%-90% of leads on the Sales Navigator list. Does anyone use a well-functioning solution? Thanks for any…
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SmartDocs
Gostaria de solicitar a abertura de um chamado para discutir uma possível melhoria no sistema, especificamente relacionada à inclusão da soma do peso dos produtos nos documentos gerados pelo Smartdocs. Atualmente, utilizamos o Pipedrive como nossa principal plataforma de gerenciamento de vendas, e o recurso Smartdocs tem…
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Feature request: help text for fields
Would have been great to have the possibility to add help text for fields. For example there will be cases where you want explain what spesific information a field should contain.
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Insights Dashboards - User Filters are ignored in reports around "Creators"
The User filters on a dashboard seem to not respect the actual filters applied on a report. If a deal report is 'Owners' then the filtered user should apply to Owners. If an activity report is 'Assigned to User' then the filterd user should apply to Assigned to User And if an activity report is filtered on "Creator" then…
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Custom forms layout - horizontal fields
Would be useful to be able to layout/display form fields horizontally in circumstances where the embedded location doesn't have room for stacked fields.
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Send email based on user's language
Hi, Do you know how I can send an email based on user's language, when a new lead is created? I've created a language field, attached to the person. But how can I reuse this field with an automation, based on lead creation? Thanks for your help or advices! Matthieu
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Enable First name & Last name default fields on my account
I would like to enable First name & Last name default fields on my account. I've gone through some posts syaing that i need to request the support team and they could turn this feature on for me. However, I am anable to reach them. Chat somehow only leads me to a bot. Has this feature been enabled with some setting at the…
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Subtasks - How to insert and/or re-arrange?
I have created a sample project (refer to jpg) and want to insert a subtask. I do not see an option insert and/or drag and drop to re-arrange subtasks. Any suggestions? Thank you. Keith
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Is it possible to have multiple "Unsubscribe" options/choices?
I want to give our users the ability to unsubscribe from our newsletter which has a high frequency send, while still staying part of our event mailers. This can also be described as changing their email preferences to only receive some of the content we share. For reference:…
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Emails from Pipedrive are going into spam
I'm finding that emails that are being sent through Pipedrive are going into clients spam/junk. I've tested sending the same exact email from outlook just to make sure it wasn't a Microsoft issue but the email sent goes direct to the inbox. Is it possible to add Pipedrive to an SPF record so that inboxes know that it's…
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Products Section
Products section needs a lot of work. Part a CRM is for Reps to forecast sales. Pipeline and how much commission is in their pipeline. Problem...how do you track products if you have a Deal with more than one Supplier. Example...if you have a Deal that has products from one supplier for 25 Apples and another supplier that…
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Insights Pipedrive Ownership conversion to win rate
Dear Community, I hope somebody can get me in the right direction to setup a client insight dashboard. We now monitoring these conversion rate via an Excel Sheet, but we hope if we can get this managed via the PD insights tab. When a call has been made by one of our welcomecall agents and our deal in qualified to get a…
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Convert Leads to Deal - Edit Person and Organization Info?
Our salespeople want the ability to edit the Person and Organization info when they are converting Leads to Deals. Right now it is all greyed out. Is this a configuration change or a feature request?
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Folders for Automations
I would like to see folders for Automations so they can be organized by topic. For example, I have a prospecting Pipeline and it would be nice to have all my automations relating to that pipeline grouped together.
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Adding goals based on product units
To be honest I don't really understand how come there is no way of adding goals based on units of each product. This cuts down multiple possibilities of forecasting stock or generally having an overview of how these goals are being met. The fact that I could sell a single product worth 10.000 or selling 10.000 units for…
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Contacts and Organizations with a "not assigned" user.
When we migrated to Pipedrive, I became the owner of all contacts. My colleagues picked up their contacts and thousands stayed with me. It is not manageable for me to have it this way. I have tried to filter in different ways but have come to the conclusion that the best solution would be a user "not assigned". We are not…
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Sum Deal Value for Organization Column
Hi Team, I've a column in "Deal" tab with the values from each deal that i've created. As you can see in the picture, Pipedrive sum this values. Can i send this information for a Column in "Organization" tab through an automation ? Best regards. Gabriel
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Issues with Reports: some deals don't show up
I am building a Conversion report to see the performance of the stages of my pipeline, but some deals don't show on some stages.
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How to show Leads in Organization view?
Is there any way to show Leads in the Organization view? Currently, only 'Deals' show when I click on an Organization, is there any way to show Leads as well?
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How do I Import Notes?
is there an option to import notes to a contact, org, deal, etc? Bonus points if I can pin it when I do the import. Thanks, A
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Schedule an activity for all people under one label
Hi, Is there a way to enter a timeline to contact all people under a specific label without scheduling an action with every contact individually?
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Email folders
Hi, Does anyone have advice if you can use email folders in pipedrive. We are using pipedrive 100% for email. However there are no folder options I can find - so we can't prioritise emails. Any advice? Is this feature being planned? Thanks in advance. D
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Problems with the Pipedrive signature
Hello, I have been experiencing trouble with or company signature with Pipedrive. I copied and paste the same one we use in gmail, (it has a gif and our info and rrss icons to the right) and it looks okay in pipedrive. Nevertheless, when I send it and someone opens it from their emails, the signature look AWFUL inside gray…
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see all search results in list view?
Is it possible to see of the results for a search in non-modal list view? Currently, it seems that search results are only displayed in a modal results pane that only allows me to click on one of the potential matches. There's no way to see all the records that match a search at once. I realize that I can build a filter,…
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Where can i see the deals i have won ?
I want to have an overview, which deals we made in a month in my pipelines, is there a good dashboard ?
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Multiple email signatures
Hello, it would be great to have more than one email signature. I am the CEO of my company and our subsidiary in Berlin and therefore I need a second signature like in Gmail. Would be helpful. Thanks!