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Email - label customisation & deleted email history
Scenario: Some of our contacts have more than one email address but have only subscribed with one of them to our marketing emails - and unsubscribed with the other. Or - one of the emails is outdated and not to be used anymore but cannot be deleted as this would mean we are losing visibility of relevant email history.…
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Insight Reports on Contacts as opposed to Leads
Hi, It would be great to create a report showing how many new Contacts were created, similar to the one for new Leads, as we only use Leads when we use Prospector and all others are manually added straight into being a Contact. Thank you.
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Create a Purchase Order from a Deal that is closed Won
With the introduction of Projects, Pipedrive is becoming more than just a CRM which is awesome. One feature I would love to see added is the ability to create a Purchase Order once a deal is closed won. Create Deal Create Quote using Smartdocs pulling in the products Closed Won Create Purchase Order to the supplier using…
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Changing 1st day of the week on the Calendar
please make it so i can choose a calendar style that shows Sunday as the 1st on far left.
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Feature request: Export of summary on insights
Hello, it would be great if it would be possibke to export the data from the insights summary section. Its allready possible for the "Deals" section so it should be easy to implement this for the Summary, right? This would help our reporting a lot. I have added some screenshots to showcase. Thank you! Best, Leon
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Responsive images in WebForms (display on mobile devices)
Images within a PD WebForm should be responsive including the header image. Today a target group consists of a lot of user that use mobile devices to display content such as a PD Web Form. The header of a Web From can be an image with resolution 480x160px. However, the image currently cuts on each side when the Web Form is…
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New trigger for automations - click in link
Hi, I would like to have a new trigger in the automation: I would like to add a tag to the people who click in a specific link.
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AAA-14779: Insights - WON/LOST Imported Deals to count for duration
I would like to be able to import historical data and have the deal duration be available to see in insights. Currently the imported data shows a 0 day deal duration even while assigning a creation date and a won time/deal close time.
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Changing Won Deals' Stage Names
I know it is possible to change phase names within a pipeline, but I would like the ability to do this separately for Won deals. If I try and change Won deals phase names, it changes the Open deals names too. We want to be able to have for example, Project Planning, Project Scheduling, Project Execution. At the moment I…
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Delegate In as Other User
It would be great to delegate in as another user in order to diagnose any issues, or help with setting up certain things. Obviously this should only be for admin users, but it is functionality that you find in lots of other SaaS solutions and would be beneficial in Pipedrive too 😉
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Remove/Change 30 day max from the workflow automation delay feature
The new workflow automation delay feature is great, however the limit of max 30 days delay per workflow is very limiting. Particularly now that we have the option to create automated campaigns. As a user, I want to be able to reduce and simplify the number of different software I rely on. At the moment, we use Mailchimp…
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We should have an option to save email history of a contact even after deleting the email id.
If we delete/update email id of a contact, all the past history on email conversation is also removed. For example, I found out a contact has changed his organization, so I deleted his old email and updated it with a new one. Now all email conversation history of old email has also been removed. I would like to have the…
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Sort by Organization within Projects
You can sort by Organization Name in Leads, why not Projects?
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Projects Panel in Web Browser App -- sort activities and tasks by due date
Now that you have so kindly made it possible to hide done tasks and activities, we might only be one step away from achieving an intuitive road block free task/activity workflow in the projects panel. Please allow us to sort by column just like we can in the main activities panel, especially by due date. THANK YOU!!
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Projects Panel in Web Browser App - Hide/Archive done activities
We need to keep our activities on file for Insights data, time tracking, and more. Thus they cannot be deleted. Currently projects are becoming unmanageable and cluttered with numerous done tasks. The ability to filter tasks/activities by project in the activities list view would help to organize them, but that is not…
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Filters in workflows
Hi everyone, it would be nice to add filters in workflows. I am really passionate about testing and experimenting with them. This leads to the state, where I have to scroll down a lot, until I find the one I need. Active and inactive filters would be a nice touch, that will make it more searchable. Thanks!
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Web forms
I would love to see the potential for a step-by-step webform We can start with basic questions and some information from them and once that is done, the link in the thank you form is the next webform where I get more information, or to the questions. In order to do this it is imperative to be able to pass the information…
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Forms & Checklists within a deal
Could we please have the ability to to create forms and checklists that can be then used to create a task in the deal. The user assigned to the task would open the form and complete it, the information would then be added to the deal as pdf file as well as a note. The application we have for this is around servicing. Our…
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Send Group Mail using Map Function
I would like to send emails to contact in a specific area. Just like on the maps, I enter 25 miles and it shows all of the companies in that area where I am going to be traveling to. So, it would make sense to send emails (preferably group) to the rest of the contacts in that area to see if they will let me visit.
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Não vinculação automática de pessoas quando enviamos e-mail
Ultimamente temos sentido que houve muita duplicidade de contatos das pessoas no nosso Pipe, descobrimos que quando o link do e-mail é colocado em CCO ele automaticamente cria uma pessoa com esse e-mail enviado, porém não vincula a nenhuma organização, fazendo com que mesmo que seja apenas um e-mail para uma simples…
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New Deals Screen Format
I like the new deals screen format but would would be really useful is the BCC e-mail address being accessible at the top of the screen so I don't have to scroll down to access and copy it.
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Possibility to upload your company logo in the top left corner
For example the video below is of phoneburner ( a dailing software) that allows you to change out the logo so the company thats choosing to use their software feels more pride in using it over competitor dialing softwares. I was thinking of how companies can make this platform (pipedrive) feel more "at home" for the entire…
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Merged: Birthdays
This discussion has been merged.
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Email Verification Tool : PD internal ID AAA-14007: Email Verification too
I submitted this question to the CSR team online. The response was PD "does not currently have this feature. Please submit it to the recommendations page." Over time I find that our contacts leave their organizations for many reasons without our knowledge until we send out an email and it "Cannot be delivered" response.…
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Merged: Live Chat notifications and other features
This discussion has been merged.
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Custom Fields - Deals to Projects
It would be of great use, if the custom fields from the Deals pipeline could be Moved/Duplicated when a Deal is won and the Project is created.
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Live Google Docs document in Smart docs
Can we have live Google Docs, Google Sheets, and Google Sheets versions of smart docs? I have a situation where I want to send a client a working copy of a requirements-gathering document that we both actively fill out. Right now Smart Docs sends this document as a PDF, which is not what I am looking for. Am I missing…
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Smart Docs Custom email Message Templates
I am staring to build up a few Smart Docs for different stages of our sales and production process. It would be great to have a drop down with pre-set/custom emails for different type of documents to be signed off, maybe it could be tied in with the custom email section somehow.. For example: Quote acceptance Drawing for…
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Insights - Dashboards add deal values as if they were all in the default currency
Looking at the Insights dashboard for 'Deals won over time', the deal values are added as if they were all in our default currency (GBP). But we record deal values in whichever currency we invoice that client, which may be USD, EUR, AUD, NZD, SEK etc. For example that grey block in the Oct 2022 column below, which appears…
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Translation feedback (Norwegian)
Hello. I think it is confusing that Leads are translated to "Kunder" (Customers). They should instead be called "Salg" (Sales) or "Salgsavtaler". If I open an organization, I have a field called "Potensielle Kunder" (Potential Customers), this should instead be translated into "Potensielle Salg" (Potential Sales). The word…