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Permissions for Pipelines
I would love to see a "Permissions" setting that allows administrators to dictate what Pipelines users have access to. The users would then only be able to see deals and contacts that are connected with that Pipeline as well.
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Creating and applying email automation to all users
As I create email automation, there are multiple stages where we engage our clients and therefore multiple automations to be built for each stage. The automations purpose is to keep our clients engaged throughout the entire process. The issue I have: In order to apply the deal owners email to the automation, I now have to…
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Filter Persons with more than one active Lead
This should be a straightforward filter option to see a list of contacts with more than one open lead in the same way it is possible for Open Leads.
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Atividades de 2023
Na aba atividade, para as "observações" ou "tarefas" não esta aparecendo o ano 2023, só consta o dia e a hora.
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Adjusting the calendar view screen as we. wish
For the moment, my calendar view starts at 00:00 and ends up at 23:00 (and then scrolling). For me, there is no use of so much space. 7:00 - 20:00 would be enough.
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Timer on Projects
Can we have a stopwatch/timer feature within Pipedrives Projects? Most other project management software out on the market has a timer feature. I've decided to manage my projects within Pipedrive, but I need a timer feature to keep tabs on how long tasks take me to complete.
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Campos personalizados para cada usuario
Olá, seria interessante que alguns campos das informações de pessoa e organização ficassem ocultos para alguns usuarios.
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Increase PUT/POST 10.000 daily limit
We use Pipedrive API to automate our workflows and keep our sales team informed with up-to-date product information. However, we are facing an issue where we are approaching the daily limit of 10,000 PUT/POST requests. This limit is prohibiting us from updating our products as frequently as we need to keep our sales team…
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Allow for labels translation
We have users that speak in different languages, PD itself can be localized, but labels cannot. It would be great and helpful it such a feature could be introduced to PD. From the technical point of view maybe labels could be a dictionaries where dictionary name is a system name for that label and then just use key:value,…
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Ability to add discount on products as a fixed amount instead of percentages.
Would be helpful if you could choose to add a discount as either a percentage or a fixed amount.
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Add Projects to Activities Calendar
We can already sync calendars Activities in Deals show up in the Activities Tab Tasks in Projects do not show up in the Activities Tab Enable project tasks to show up in the Activities Tab OR... Create Calendar view in Projects.
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Hide & Arrange Tabs on Left
I'm new to Pipedrive, been selling for 15 years, and using CRMs for 10. The key to making them super helpful is removing distractions with clean interfaces. Furthermore, being able to also arrange steps based on your process. Having the ability to hide and rearrange the tabs would: Allow me to shift the buttons based on my…
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Private Project Boards
I would like the ability to make certain boards / projects in the project tool private so only certain team members can see them. Currently everyone in my team can see everyone else's projects. Is this an option?
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Generate Projects from Leads
Dear Pipedrive team, Could you please introduce the option to generate projects from leads, similar to how this can be done from a deal at the moment. Thanks!
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Allow editing the note directly on List view.
At the time being on List view, Pipedrive just allows users to edit note when opening the activity, which causes it very time-consuming, especially when I have hundreds of tasks to finish. It would be great if Pipedrive allows users to edit the note directly on List view.
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Allow editing the note directly on List view
At the time being on List view, Pipedrive just allows users to edit note when opening the activity, which causes it very time-consuming, especially when I have hundreds of tasks to finish. It would be great if Pipedrive allows users to edit the note directly on List view.
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Cross-filter for Reports (Similar to Salesforce)
For a proper task mgmt. it is essential to filter for all leads that are e.g., in phase "interested" but do not have any open tasks. Is this possible in pipedrive?
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Merged: Anyone else interested in scheduled emails from leads inbox?
This discussion has been merged.
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Document File Name Conventions
Please allow us to set a schema for naming files that Pipedrive generates. We need to ensure consistency on our Drive for file names and require the ability to have titles predefined using placeholders. eg. DealName - Estimate - Deal ID
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Keyword Search Within Client & Deal Pages
It occurred to me, that it would be incredibly helpful to be able to search keywords within a profile. Due to the amount of correspondence that can happen in our industry for each reservation, it can be difficult to narrow find pertinent information quickly. For example, I have a client that is one two cruises, one…
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Subscription deal value should increase month to month!
[ 1 ] It is crazy to me that the deal value is not automatically summed up based on the amount of monthly payments If I have a client that pays $100 every month, and I have infinite cycles, meaning I have no idea when they cancel, the deal value over the period of 1 year is $1200. Not 0, and not $100 (Set recurring amount…
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Web-Visitors: Automatically add new visitors, or be able to export a list
Web-visitors is way too slow to do each new company that visits our website individually.
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deals in pipeline all on 1 page
Everything is working pretty well so far. One area that would be very helpful is if you could make it so the view in deals would be editable. So that instead of squishing them all into one screen we can just scroll left and right without compromising the size of the cards in each column. you know how in excel you can widen…
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Link to the live version of a Google Docs file
When I add a Google Doc via Google Drive, it should add a link to the live version of the file
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ON/OFF Lost deal reasons
Please turn the option back to the company to choose whether or not to use lost deal reasons. I don't know why you removed the toggle, but this feature is completely ineffective as it is because comments don't show up in reports at all. If I put data in the comments, I just lose it and I can't export only the notes that…
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Pipedrive Mobil ile Android Telefonlarda E-posta kullanımı
Merhaba Pipedrive android olarak kullanmak güzel Çevrimdışı çalışıyor, notlar alıyor, aramalarda bilgi veriyor, tüm müşteri verilerim hep yanımda... Ancak E-posta kullanımı felaket! Özellikle Microsoft exchange kullanıyor iseniz. E-postaları okumak cevaplamak çok zor. Eğer bir e-posta yazışmasını devam ettirmek istiyor…
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Project Seat Cost Issue
Hi, I really want to LOVE pipedrive. However, my biggest hang up is the price to actually add project management. I don't think it's fair to have to pay the price of a deals seat for someone who only needs access to the project. I don't even want my subcontractors to have access to deals. We are a video production company.…
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Reports panel to show reports name in the tooltip/hovering infobox
Hi, it would be practical if you could see your reports name from the sidepanel in the appearing tooltip/infobox
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Direct links to the boards
Hi @Mike van der Valk , it would be super helpful that the boards get full links. Then We could setup bookmarks for each board to access them faster. For projects itself it is already possible. Best wishes Niels
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Adding One new Org for Two mandatory fields without creating two orgs in our contacts
Hi Pipedrive team, We have two org fields for our deals, one for the using org, and the other for the paying. They could be different but are the same most of the time. When we add a new org on the organization, it requires the field we have pre-set to require and makes a new org, which is normal workflow. But for the our…