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Lead differentiation.
Can a lead have different fields shown depending on the type of label I give it? If this is a useful thing for you as well, please let the community know!
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Product - allow for a default duration - example 12 months
When we add products to a deal we have options to change quantity, price and duration. Both quantity and price can be set as default values on the product setup. However I do not think there is a default for product duration. Many of the products that we sell are 12 month subscriptions. It would be great if we could set…
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Request for activities without dates
Hi there! We make avid use of templates for our projects. I would like to be able to include activities (not tasks) in these templates WITHOUT a set date. That way I can create placeholders for meetings that occur within each step of the project, without having to assign dates before they are set and just simply fill in…
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Webform - upload file to existing lead
Hello. Is there any solution to upload file to existing lead. I have a flow: contact webform with name and email send and email to person with some text and unique link to second form second form - file field to upload a pdf I don't want to create a new lead from second form. I want to upload a file to existing lead which…
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Organisation fields with drop down options
How can I create a custom organisation field with several entries available in a drop down menu which the user can select from?
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anyone else having issues with deals not showing up in insight reports?
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Smart Docs not just in the deal but also in contacts and organisations
If you are creating a Smart Doc you can find it in the deal. But it is not assigned automatically to the contact person or the organisation like activities, mails etc. If you want to see all Smart Docs from one organisation you have to open each deal individually and search for it.
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Autosum on a custom field, drawn from numerical data in other fields
My database has a number of fields showing the quantity of various machine types that the customer owns, is it possible to have an autosumon in an additional field that totals the numbers found in the various machine type fields?
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Label Field
I see that since I have last used piprdeive that the Label field now works a bit different for deals vs. people and contacts. Can someone point me in the direction to learn more about the differences, etc.
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Is there a way to segment insight reports by organisation fields?
Does anyone know of a way to get round the below issue: When I try to segment a deal performance insight report, it only allows me segment by deal fields (such as 'lost reason'), but not by organisation fields (such as 'organisation sector').
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Best way to connect web forms to specific leads..
I have 2 forms, one for lead prospects, and another for referral partners. I have automations set so when a lead comes in for either lead type, a quick email is sent to them letting the prospect know that I have received their info and will be in contact shortly. The problem I'm running into is when I manually create a…
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More Colors for Labels
I can add up to 100 labels for a deal but there are only 10 colors available. Can the color pallet be expanded?
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Configure an Action on Task Completion
I am trying to track completion of a specific task. I have a task for a client debrief that gets created by an automation when a client is moved from stage to stage. When the user "Completes" this task and checks the "done" button, I would like to automate tracking of this, either a report or the ability to automate upon…
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[VIDEO] Custom field updates!
Hi everyone, I just published a new video sharing how to get started with custom fields in Pipedrive and showing off some of the new features including formula fields and how to customise fields per pipeline (great to finally have this feature!)
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Please add the ability to share tasks with clients
Please add the ability to share project phases and tasks with a client for action items and planning events. I'm slowly working to use PD projects for all my efforts and this would be very valuable to work with. PLEASE Add this feature Thanks
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Organizational Contact Group Emails
It would be super beneficial if I could setup group emails for specific organizations and all of their contacts. Organization ABC has 5 contacts, send group email to all five of them. I have searched for a way to do this and even asked help, but they said it isn't possible. Thanks!
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How to ADD a team member to a scheduled meeting
Hello! I have set up my calendar and scheduler so that my members can book time with me, however, I need to add another teammate to every meeting booked with me as we do them together. I cannot for the life of me figure out how to use workflows to add another person to this calendar invite OR automatically send the same…
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Is there finally reporting deals by product categorry solution?
Hello. Lot of people asked in the past and i have to add on. Is there any way how to filter your deals not just by seeing individual product sales but to see deals by product categories? Our company stays infront of a decision to go with Pipedrive CRM and this is really needed. Its a question some people asked 2 years ago…
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Calculated Fields
Allow for use of a calculated field in a formula for another calculated field. For example, Say I have three manual entry numeric fields that have been calculated into a calculated field called "Total". Now I want to use that total value to multiply by a pricing factor (which would be entered in a separate field) to be…
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Being able to see both the total price and cost of jobs on the deal page
Currently you can make products and add a sales price as well as the cost. However, on the deals page when you add products it only give you the total sales price. I would like to be able to see both the total sales price as well as the true costs,
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Funnel related activities
We have some departments, and each one have more than one funnel, with activities specific to each one. It led to an extense list of activities, even though most of them are funnel related. It would be useful to edit activities to be funnel-related, thus reducing the list of available activities on each funnel.
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[Closed] Google calendar-sync: User testing on private activities/events 🗓️🔒
Edit: Since we received a good number of interested users already, we will close this research call for now. Stay tuned for news in the community on this topic. Hi all, We are looking for Pipedrive users who have synced in the past or are currently syncing their Google/Gmail account with our calendar-sync functionality.…
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Is it possible to send an e-mail through pipedrive from another e-mail address? If so, How?
I'm looking to send an e-mail from another e-mail address of mine, different from what I used to sign up here. Is that a possibility? In example, I signed up using example@mycompany.com. But I'd like to send an e-mail from examplesales@mycompany.com
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Show products from all deals on customer/organisation
I would love to have a list of all the products that has been sold trough deals to be show on the organisation. Then we could easily see what kind of products the org. has bought and what we need to have support on. Maybe some of the products need to have an SLA or warranty on them. You are working on a support system…
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Duplicated Deals Issue
Hello, our company specializes in trading and we use Pipedrive along with other platforms such as Zapier and Google Forms to upload deals. However, we have been experiencing issues with duplicate deals. It has caused problems for our sales team and created a negative environment. Is there a way to prevent this from…
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Rotting Projects
Has the team considered doing something similar to "rotting deals" but on the project level? It would be helpful for people in charge of account management teams, like myself.
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12 essential Dos and Don'ts for running a successful SMB
SMBs (small and mid-sized businesses) are a pillar of today’s economy. They provide jobs, power economic growth and drive innovation that positively impacts our lives. They’re agile and adapt quickly to changes in the market, making them resilient to economic downturns and well-equipped to deal with uncertain times.…
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Use organization/person custom fields in conditions for Deal Automations
Hello pipedrive team, it would be a great addition, if we could use custom created fields in a person or an organization, for the automation of deals ("Deal updated", etc). Custom fields can be changed in the deal automation, but they cannot be accessed for conditions. At the moment only custom deal fields can be used for…
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Importing a Spreadsheet Problem
Hi there! I'm currently trying to import a spreadsheet that includes our leads' organization name, contact person name, contact person job title, and contact person email address columns to make a bulk import. However, I've run into a few issues and was hoping to ask for some advice from this wonderful community. My…
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View that blends Leads and Deals
Can a view be created that shows my leads and deals on the same page? I like to give my referral partners a weekly update, and I need to pull the data from both. Right now I have to export both and merge them in Excel.