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Direct link to "Add deal" form
It would be great to have a direct link / url pointing to the "Add deal" form.
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Pipeline View Needs a "Show All" Toggle
It has never made sense for our organization that WON & LOST Deals drop out of Pipeline view by default. Heck, it took me over 2 years in the system to realize that we could even create a filter to show these Deals in Pipeline view, that's how used to it I had become! Utilizing a "show all" filter is becoming more of the…
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How do I pull in the phone number field (person) on deal insights?
I need to pull a report to see the phone number of all deals started. Why is this not there? I don't get it.
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It is possible to make bulk operations on mail to assign labels and/or projects/deals
I wish to select more emails and make two kind of bulk operations: link them to a project or a deal assign them a label It is possible?
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Allow Admin to View Email Open/Link Tracking from Other Users
Not sure why as an admin I can see other users' emails but not the link tracking and email opening tracking from users' emails. This can and should be done.
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Why can't we EXPORT the Summary data in Insights?
I've used Pipedrive for 4 years and have made this request to Support so many times it makes my head spin. Every time I make the request, they say "mention it to the Community". Well, here goes.... Why doesn't Pipedrive allow us to export the list of Summary data in Insights? Why do I want this so badly? Product sales…
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Linking Multiple deals for one overarching deal
Hello! Is there a process for combining deals into over overarching deal
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Created an automation to create an activity after a deal is won.
I have created the below automation but it didn't work. Can anyone point out the problem here?
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Why isn't there a restore recycle bin availble?
So I have some organizations that have been deleted. Is there an easy way to recover those orgs?
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Phone Calling App
How to create a phone calling app which will be listed under Default Calling Apps? Regards, Andreas
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filter by read/opened emails
I have a recommendation for a new feature, when someone opens or reads an email theres no field i can utilize to filter out that they opened an email, they are indexed to look one by one, it would be great to add this to the contacts field as an option to sort with including a sort by number of opens so that i can target…
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Email # of opens
Would people find it help to sort sent emails by number of times they were opened? I would like to reach out to those who open multiple times because they are most likely to engage. Thoughts?
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Translation of the word "Lead" to Norwegian
Hello. I would like the Norwegian translation to change a little bit. The frase "Lead", is translated into "Mulig Kunde", which means "Possible customer". This makes the interface kind of difficult for users to understand. Instead, it should translate to "Mulig salg", which means "Possible sale". As it is today, the frase…
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Error when trying to import leads
When I click on the button to import leads the following appears: The page you are trying to access does not exist. Do you know why that would be? I would like to upload a spreadsheet of new leads.
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Help please! How can I update the "won time"?
Hi - I have the essentials plan - I hope this isn't a limitation. The Insights tab came prepopulated with the "deals won over time" report, but no data. I have 4 won deals in October, nothing showing up. I did some research & saw the report is based partly on "won time" and so I tried to update that field in each Deal. It…
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Bulk apply email label
Hi there! I wanted to ask, is there a feature that allows for bulk application of a label to multiple emails simultaneously? It would be extremely helpful, especially to keep order in the mailbox when migrating from another platform. I would be very grateful if you looked into it! Thanks in advance!
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I'm building a workflow automation and it's asking for the "Email Template Lead". What does this mea
I'm building a workflow automation and it's asking for the "Email Template Lead". What does this mean?
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New: Build automations and share them with your team! 🙌
Hey, Pipedrivers! Setting up team processes is a big responsibility and we have now made it easier. If you are company admin, you can now build automations and add to them any users of your choice. They will work exactly like if your team mates have built automation by themselves, including the right email inbox and…
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Group emails
Hi, Newbie here... If I send a group email, are the contacts emailed individually?
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sales consolidation of commercial team / Consolidación de ventas del equipo
Hola a todos!. Estoy tratando de hacer un informe que consolide las ventas de todo el equipo comercial, pero no logro realizarlo, ya que cuando cada vendedor revisa el informe, solo ve lo que le corresponde a ese vendedor, y no puede ver las acciones de los otros vendedores. Necesito que todos vean todo dentro del informe…
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Documenting Subscriptions lifetimes
The Subscriptions option seems to be relatively new and not well integrated. Our business is primarily monthly subscriptions for services. One of the metrics we want to track is why clients cancel their services. I initially thought this would be doable via "Lost reasons". But I'm uncertain what happens if I make a client…
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Disappearing Activities?
Has anyone dealt with disappearing activities? On multiple occasions now activities in my calendar view have completely disappeared. The Pipedrive engineers cannot seem to find a fix. Viewing activities is one of the most basic functions of a CRM and I am not sure how this keeps happening....
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Add lost date to first popup
Trying to clean up data for our future forecasting and so setting projects that have been 'lost' for months now. I can add the lost time (image 2) only after I've chosen the lost reason in the popup (image 1). Is there a way I can, in that same popup in image 1, also choose the lost time? If not, a feature like this will…
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Insights update: Increase your leads revenue with Leads Performance and Conversion reports
Would you like a better understanding of your team's lead creation and conversion processes? With our new Leads Performance and Conversion reports, you can gain the insights you need to increase revenue and improve your sales process. The Performance report shows how many leads you have created, archived, and converted…
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Leads to deal insights… is this ever happening?
Being able to see leads insights, like lead to deal conversion, time duration of leads as leads, leads to won conversion, lead source to deal conversion. this things are crucial . this works if I don’t use leads and create a stage on pipeline called leads… but if you intro and want me to use leads feature you need to give…
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[CLOSED] Descriptions on custom fields - 4 open spots to join research!
Hey, Community! We're thinking of making it possible to add descriptions to your custom fields to help salespeople recall how to fill the fields in as intended. If you have struggled with salespeople filling in custom fields incorrectly, please book a time here (30min, in English), and let's talk! :) We're looking for ~4…
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How can you copy a profile?
How can you copy an organization profile?
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Workflow Automation to Replace One Label with Another
To help better manage the Leads Inbox, I would like functionality such as the following: If a Lead is marked with "Label A" and a user edits this Lead record and adds the label, "Label B", then "Label A" is deleted/removed from the Lead record. Is this possible? Also, it is unclear what the difference is between the…
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Email Attachments
Hi everyone if you are emailing a customer from a deal and you what to attach a file that is also in that deal how do you do it with out downloading it first ? I have tried to drag but it doesn't work for me
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Pipedrive Leadbooster Web Form ? good ?
Hi Previously we were using Elementor form, but as there is no native integration with pipedrive, we think about moving to another form solution What about Pipedrive leadbooster web form ? Any of you here has tried it ? what is your experience with it ? easy to customize ? easy to add custom fields, to integrate on a…