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[CLOSED] User account deletion and the reassignment of owned items - 3 open spots to join research!
Hey, Community! 👋 We are currently investigating the process of user account deletion and the reassignment of owned items, and there are a few remaining slots available to participate in our research. If you have ever needed to delete a user account and reassign the associated items, please select a suitable time from my…
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What is the purpose of Direct Cost on Products? Cost Price versus Direct Cost
I would like to know what's the purpose of Direct cost under the products section. Since there is a cost price already. You define it as "Direct cost – Cost related to the development or production of the product." So why is it that we can't see the direct cost under add products and list view? Additionally, As I'm doing…
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Support Role Based Sales Inbox such as sales@
We utilise a sales@ inbox to receive customer enquiries. It would be useful if this mailbox could be set up in Pipedrive as a central mailbox. Then any emails received are public and can be viewed by ANY Pipedrive user. Any user can set up as a lead/Deal and any user can reply via the sales@ email address. So users Sales…
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Seeking Advice - Organizing/Naming Pipelines
Pipedrive community, I am looking for advice on best practices regarding organizing/setting up Pipelines. I am taking over leading our sales team and the previous manager was not using Pipedrive to its full capacity. We sell digital marketing services (Web Development, SEO, Social Media, Ads, Etc.). Here's our current…
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Web Forms: How to stop loading external google fonts (GDPR issue)
We use the Web Forms very intensively for lead generation on our website. As we are a company based in Germany, the most GDPR-compliant implementation of our website plays a (unfortunately) major role for us. Among other things, we are not allowed to load external fonts. In principle, loading local fonts is not a problem.…
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Exporting all stage change dates
It would be a big improvement to be able to export all of the stage change dates for a deal, and not just the last stage change date. I would like to be able to calculate the times between specific stages and currently there is no way to do this. This is for open deals as well as for won/closed. Deal NAme - Stage Name -…
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Custom fields calculated / Calculating with results from calculated fields
Hi there, Calculated fields is great ....BUT it would be even greater if one could calculate other fields with results from calculated fields! This really would help a lot. Example: [hours per day} * 5 = Hours per Week -> {Result from hours per week}*4,33 = Hours per month
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Store in a numeric custom field how long deals were in a specific stage
Hi, In order to evaluate our team's response when deals come in, I would need to store how long each deal stays in a specific stage. It sounds easy but haven't found any built-in functionality to do it. I am OK to do it with Make (integromat) if that would help. Has anybody done this before? Thanks
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New Deal Layout
Hi Guys, We have very reluctantly had to move over to the new deal layout which is not at all convenient for our business. Previously whenever going into a 'deal' it was very easy to sift between the contact card and the deal - now there is a 'Summary' section to have to go too to find a link to the client to go back to…
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Is it possible to group filter oder put them in a folder?
Hi all, for example I have 10 Filters related to follow-up, 10 for sales, 10 for something else. So the filter list in contacts is veeery long. Can I sort the filter into categories, folders or groups? Thx all!
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Key Tips for Entrepreneur Time Management
Entrepreneur Time Management: As an aspiring entrepreneur, time management is key my to success. But balancing various tasks, meetings, and projects is no easy feat. My approach is to prioritize tasks based on importance and urgency. I use productivity techniques like the Pomodoro method, which involves 25-minute focused…
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NFC Business Card compatible Pipedrive
Hello the community, we would like to invest in NFC Business card. In this way, could you advise a solution compatible with Pipedrive to make easy the import/export ? Thank you
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Activities and/or notifications triggered by Inactive Days
I want to get a notification, or trigger an activity, for People or Organizations for which I haven't had any interaction with for a set number of days. For example, if there's been no communication with a specific customer for 90 days, I'd want to get an alert to act on them. Pipedrive used to have this feature in the…
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Calendar View - multiple users in single view
Hi Pipedrive, we do a lot of scheduling from our central office. We need to be able to see multiple users' calendars at once but PipeDrive only allows selecting one user at a time. Google Calendar and Outlook both allow for multiple users in a single view. Can PipeDrive do the same? Thanks!
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Pre-fill a field (text, number, monetary)
Hi! We have a request to be able to pre-fill fields on demand. I.e. there is a fee, or a clause that we always want to be a certain way so that it would reduce time spent on creating a deal as the value is set, let's say at $500. Now, there can be exceptions, so then the field can be edited for, say, $450. But, until this…
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How can I add a second phone number in the lead mask? And how can I SEE the second phone number in t
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Activities deleted
All of my current activities have been deleted. This happened once before and I had to go to my deals, check their emails, and set up the activity again. How can a mass activity delete happen?
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WIN Celebration
One of my salespeople came to me disappointed that the celebration (bowling a strike, sinking a putt, etc) doesn't happen every time. He won five deals and "won" each of them in quick succession. Does timing play a role in the celebration happening? It may seem silly but this celebration moment really is enjoyed. Curious…
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Can you sort Tasks in Projects by Due Date?
I would like to be able to sort tasks in Projects by Due Date so we can do through them chronologically during stand ups and meetings. Is this possible?
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Leads: Labels as a Filter Option
Hi Team, It would be great to apply lead labels within filters (unless I am mistaken). I appreciate there is a "label drop down" however it doesn't substitute for full filtering functionality. Any suggestions?
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Add email address and update contact - Sales Inbox linking trigger?
I've realised that for many Sales Inbox emails I've synced to Pipedrive, they aren't matching to the Deals. So I've then gone and looked at the Deal and then either the person I've emailed isn't linked to that Deal ... or the person is missing their email address! Question - my feeling is that emails are only automatically…
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Ajout d'une personne ou d'une organisation et affaire
Bonjour, "Oups ! Le message suivant s'affiche lorsque vous cliquez sur ajouter une personne ou une organisation : Something went wrong" L'assistance ne répond pas depuis 30 minutes environ lorsque j'ai signalé ce bug. Idem, lenteurs lorsque je souhaite ajouter une affaire. Quelqu'un d'autre est-il confronté au même…
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Postman... updates
A couple Postman questions. Where can I see the Pipedrive version, in my Postman? If I import a newer Pipedrive version into my Postman... the import will only overwrite the existing items with in the collection... correct? It won't change anything that I have created, with my data in it... correct?
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Entegrations with Timeline
Hi everyone, Timeline is a whatsapp application that integrates Pipedrive. By training artificial intelligence, you can significantly increase your sales by giving automatic replies to your customers via whatsapp. Using the Timeline, you can send messages to your customers via whatsapp and see these messages in detail in…
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Automatically creating a "Done" Activity after an email is created & sent
Hi can anyone tell me if there is a way to automatically record an activity as done once you have say created and sent and email. I would like to track how many emails I am writing without having to then go and created the activity and set it to done.
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App not getting installed
My app was approved and got listed on Public marketplace of Pipedrive. But when I am installing the app, it redirects me to my product's Sign-Up page and after entering the credentials, it get's logged in inside my product. It is not getting installed and I can't use it's functionality. Can you guide me with the process ?
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Report Activities with long notes
Hello there, we are supporting customers over a time frame of 7-13 months. We support private customers for our business partners. A deal is the customer experience of a private customer over the given time frame. Part of the support is done with little questionnaires that are filled in in pipedrive activity notes. The…
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Is there a way to export all the activities/notes/emails of a deal?
We'd like to create complete dossiers per deal after completing one, saving it outside of PD. * All fields * What & when activities were done * What notes have been made * E-mail traffic * etc... Basically everything we've done to complete the deal should be possible to export as a whole. Somebody outside of our company…
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Searching for activities [BETA closed]
Hey Community 👋 We're excited to let you know that we are soon starting the beta-rollout of having activities searchable. It's been one of the most highly requested updates we've been hearing about search. UPDATE (3rd January 2022): BETA closed. Thank you, everyone, for your interest in the BETA phase! We have closed BETA…
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Hello, how can I transfer a previous email conversation to a new lead? Thanks a lot.
I must transfer a historical conversation record to a new lead for customer follow-up.