Active

Enable access permissions for Pipeline to be shared externally
Enable access permissions for an individual Pipeline to be shared to an external user, without allowing them access to view other pipelines
Printing / Exporting - Email Tracking Report with Contact Names
I would like to be able to print / export a list of Emails Sent that were Opened (or not) with the names of the Contacts they were sent to so we can follow up.
Calculate deal value based on other custom fields
Just found this article: https://support.pipedrive.com/en/article/custom-fields-formula-fields yippie! I would love to be able to calculate the deal value based on other custom fields, is this possible too?
Workflow automation between boards/users
Each user of the company might have restrictions on access to certain boards. If there is an opportunity to create automation between the boards, the done project on one board (user) would be moved to another board (user) to start working on the next part of the project. This automation promotes better and faster…
Duplicate Document Templates
I use several different document templates that are similar, but with differences in specific areas. I have to re-create the template each time, even though it is fairly similar to the other templates. I think a simple "Duplicate Template" feature would be really helpful
Activity Types -- Option to hide from create a new activity panel
Also, improve the contextual list display of activity types in the Calendar view. Half the list or more gets hidden under the all day activities area when attempting to create a task in the Calendar view.
PRIORITY/LABELING
We added tags to our deals to track them based on priority level. This works great on the computer as we can see LOW, MEDIUM, and HIGH PRIORITY with BLUE, YELLOW, and RED colored bars tied to each deal. However, I cannot see those tags on the mobile app where myself and technicians typically use Pipedrive in the field. We…
Save a note without clicking the 'save' button
I would like to save a note without clicking the 'save' button. for example 'cmd + enter" would be great such that you don't have to use your mouse :)
Public calendar
hello, I wish to make possible to have a public calendar with the activities
Merged: EDIT DEAL PROBABILITY IN LIST VIEW
This discussion has been merged.
Expected close date
Hello, it would be very useful to see also in PIPELINE VIEW the "Expected Close Date".
WebForm Request to configure client confirmation email
Hello, We think lead webform have a missing feature: ability to add and configure and automated client confirmation email. is this something in your roadmap? Kind regards, Gilles.
More Colors for Labels
I am new to pipedrive and notice that with the labeling there is only 6 colors. So when you have more then 6 labels they have to repeat the same color. Which can get confusing and annoying. There could be a wheel of colors or a scale to get any color you want. I think it would be easier for my business to have as many…
Create Calendar Sync Filter
I need to prevent PipeDrive push notifications that appear as "meetings' but they are really passive events from Microsoft Insights that block off time as "focus time" Ideally, the filter captures and excludes events that you add such as "Focus Time" or "Football Game" Currently, there is no option to add this actions.
Add deal fields as URL parameters in email template
Hi, I'd like to be able to use fields as URL parameter values in email templates while keeping them: Clickable for the delivered final email Formatted, so keep them human-readable My use-case is to use TypeForm's hidden fields feature as well as other third party services to forward specific property of the deal via URL…
Mapping?
It would be nice to be able to see multiple locations on a map (on the web version at least) so to be able to schedule my day based on the best possible route of locations.
Colour Code Stages
We would love to be able to colour code stages, please can you make that possible?
Link multiple people to a deal?
Customer Success teams typically work with several people in every company. It's important to have all email threads in one place for context. The current workaround is adding multiple emails to the linked person but leaves a lot to be desired. Perhaps it could be segmented into two sections. "Main point of contact" &…
Submit webform through API
Currently I have to make three API requests in order to submit a form (if I don't want to embed the Pipedrive webform on my site, and I don't) from my website to Pipedrive: create a contact create lead attach note with message content to the lead Hubspot handles this in a way that's easier than Pipedrive by allowing…
Mailings with more than 100 contacts
It is hard for us to to mailings campaigns because of the 100 contacts maximum. Would you please remove the maximum ? Regards,
Color coded Google maps markers
Great feature is "Show on the map" all organizations position (markers). Is it possible to makes a marker's colors depending on organization Labels, for example: if the organization has label "Customer" - the mark is green, if has "Lead" - mark is yellow, etc. ?
Custom Data Fields - segregated by Team
Our sales people sell different products, and we have them broken down into Teams in Pipedrive. The data set in Organizations that each team needs is different. It would be amazing if in the Data Fields section, we could add custom fields that apply to a Team instead of everyone.
Referral Source/Person
We need a effcient way to pull up clients we have from a particular referral person. I have tried adding the referral person to the "particpant" section however this cause interferance with our rot dates. When contacting a lead, it clears the rot deal for ALL leads from that referral source.
CHANGE_SOURCE for webhooks is API for bulk edits (should be APP)
Hi, currently the CHANGE_SOURCE for webhooks returns "API" and not "APP" if an update by a user is done using a bulk edit (select muliple deals or persons and update a field value). Because the update is done NOT over API but by a user the CHANGE_SOURCE should be "APP". The current behavior causes unresovable issues using…
Viewing "Person" Email Threads and notes in Deal section
Instead of having to switch views to access some background on the client, would be great once a person is linked to a deal to have the same view, or even a toggle option to view the history from the associated person(s).
Sorting Deals in a Pipeline View
Hi folks 👋 I know there are a lot of Pipedrive addicts waiting for this feature so I’m trying a new post for this miracle… manual deals sorting in a pipeline stage! Indeed, I saw a lot of messages in this forum asking about this feature and I agree with you guys: it will be a fantastic (and basic) feature for Pipedrive and…
Lead Multi-Label Add Request
It would be great if Leads can have multiple labels. I find many of my customers are crossover on different products, and it would be great to be able to have multiple labels. This could also work on deals, but I feel that the Lead addition is where to start. Thanks!
Images in Campaigns
I'm noticing that adding a row of images into a Campaign is a little clunky. I would expect the images I pull in to evenly fill the frame shown in the template, but instead the images are pulled in as their original, varying sizes (horizontal images maintain horizontal dimensions, vertical maintain vertical dimensions).…
Merged: Make Synced Calendar Events PRIVATE
This discussion has been merged.
Allow Users to Export Insight Data for Leads
I am frustrated that you can not export insight data for leads into CSV or Excel format. Lead insights should have an export button on the data table similar to deal insights. Any work arounds would be appreciated!

Active

Discussion List