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Live chat attachments
Live chat would be a far better tool for managing customer enquiries if it were possible to add attachments/screen shots etc. The Pipedrive staff use an external live chat tool for support which accommodates this - perhaps because of this reason they don't feel their own product is fit for purpose?
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Linking a deal to a contact: Usability improvements
Current workflow in Pipedrive: Open a deal (which is linked to an organization) Open the linked organization in a new browser tab to view the names of the employees + memorize (or copy) the name of the relevant employee Go back to the browser tab with the deal Click "Link contact" Click into search field (because input…
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Add products to deal
As you are already aware this are needs a lot of work. You will notice this section is impossible to run reports of year end orders that might be placed, for example. You can see its impossible to run reports for yearly Urban Accessories,Urban Accessories-Frames,Urban Accessories-Tree Guards, Tree Grates, Madrax-Bike…
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Sync Google Tasks with Pipedrive
It would be handy if Pipedrive could integrate with Google Tasks. For example, in Google Docs there is the verification list that could assign one determined person, but it isn't sync in Pipedrive, only the events in Calendar.
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Historical Stage Reporting
Report that tells me how many deals I had in each stage on a day in the past. It is really easy to see how many deals you have in each stage today, but what if I wanted to know what that looked like a month ago? I've tried but does not seem possible to do.
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Seeing a deal's days since last action in pipeline view
Hello there... In pipeline view, when a deal is rotting, a number is visible within a red oval with the number of days since last action. I'd like the ability to make that number visible whether the deal is rotting or not. I also think some additional color options would be cool, maybe green until we're 50% to the rotting…
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Why is the revenue forecast NOT based on deals won, but deals open?
I am suprised the revenue forecast isn't based on the deals won rather than on deals open. I have won some deals and they are recurring subscriptions. I've already set them up as "recurring, infinite cycles" in their profile, but they then don't appear in future forecasts. The reason why the deal doesn't appear in the…
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Deal Forecasting 4 week calendar view
Could you add an additional deal forecasting view that would show the coming 4 weeks deal deadlines (bid dates in my case). With the current view, I can only see the week that a deal is projected in, not the day and so it is only helpful for projections rather than seeing upcoming deadlines. This could be very helpful in…
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Choose open street maps rather than google maps
It could be great to be able to choose open street maps rather than google maps regarding the address field. Indeed, google maps is often pointed by the data protection european agencies.
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Closed (mainly won) deals should maintain the value after closing
We are a european company which works with EUR and USD. We have noticed recently (since October) that our won deals report has different values in different days even when we haven't won any new deal (of course, we do not delete won deals and change the value once they are won). Our guess is that it is related to the…
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Possibility to identify e-mail sent from me, and e-mail sent automatically from lemlist
Hi there, It would be nice to have the possibility of identifying e-mail sent from me, and e-mail sent automatically from lemlist, as 2 separated activities. Thx
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Ability to change "Lead Sources"
Several of the pre-canned Lead Sources are not applicable to my business and equally I am unable to add a couple of new Lead Sources. I'd like to see the ability for this filed in Pipedrive to be customizable.
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Merged: Payment dates automation
This discussion has been merged.
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Customizable User Interface
I should be able to change the icons that show up in the left navigation bar and the order in which they appear. For example, I do not have email connected to Pipedrive, nor will I ever due to security within my firm. Having that icon show up in the nvaigation bar is useless and wastes space. Additionally, the main…
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Adding options in insights
I would personally find it very useful if the field 'contains' was added to the drop-down box in insights. Pictured below is how it is in the filters tab, and this is exactly how we would like it to be on insights. If you agree with this, please like/ comment.
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Deal number allocation
Hi, We as a company include the automatically generated Pipedrive deal number in our communications internally and externally. Can this be populated in the Title box as part of the "Add deal" interface?
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Make new Options added through Zapier NOT overwriting previous existing Options (Tags)
I opened up a question about this "Bug" too, since manually that does not happen and so it shouldn't be the case when we do it automatically: https://community.pipedrive.com/discussion/11248/api-bug-multiple-options-field-gets-overwritten-by-zapier-api-tags-update-person/p1?new=1
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modify or disable shortcuts/quick actions
Basically shortcuts (or quick actions in Pipedrive) are great in the first place, but they can also be annoying. Especially if things are assigned with shortcuts that you never need. It would therefore be nice if you could configure the shortcuts in Pipedrive by yourself or at least deactivate them.
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orden en la etiquetas de los prospectos
Necesito poder ordenar las etiquetas. seria genial si implementan esa configuración. ya que las etiquetas son algo dinámico y ordenarlos a nuestros antojo seria ventajoso. ademas dar la alternativa de visualizarlos completamente también. los prospectos es el primer paso o barrera que tenemos que pasar, y sin las etiquetas…
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3rd party viewable link for projects
Greetings Pipedrive, Is it possible to develop a feature for projects that would allow a 3rd party (client or customer) to have view-only access to a project via a link as is done in Asana? Or maybe even some edit access? Thanks, Justin
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Merged: Email Sync - Multiple emails and aliases
This discussion has been merged.
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Total sum of deals in stage
Hi there! I have noticed, that you can see only sum of deal values and related deals at the top the stage - but you cannot see how many deals are total in that stage. That would be nice! Martin
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Bug: Form redirect don’t work when embedded.
I’m getting a cross site error: [Error] Blocked a frame with origin "https://webforms.pipedrive.com" from accessing a frame with origin "mydomain.com". Protocols, domains, and ports must match. Didn’t find the option to change the allow headers. Could you help?
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Another Team field/ SUB TEAM
Hi Pipedrivers, I know there is an option in pipedrive to create team under Team Members, I request there should be another new option to create new team(s), if I give you a example, say, in the original existing Team, we could add sales team from different region. but in the new Team option, we could Add Account Manager…
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Menu Bar
Unless I am missing something it appears that there is no way to turn off projects so that it doesn't display the icon in the left menu bar. That is very annoying and I suggest that for companies not using that feature you allow it to be hidden when not part of their plan. It sits there static with a little blue…
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Field for converted deal value
If you are working internationally you may have deals in different currencies. For the insights/reports Pipedrive uses a service to convert the value. But you can not use it in the list view or the filters. So 10.000 Turkish Lire is less then 1.000 EUR or 1.000 USD but when you sort or filter it Pipedrive think that the…
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integração calendário IMAP
Boa tarde pessoal!! Internamente em nossa organização utilizamos o e-mail de configuração IMAP e notamos que não há sincronização de calendário para essa opção. Seria interessante se possível habilitar essa questão, acredito que várias outras organizações também utilizam do IMAP ou POP3 e não conseguem também.
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Product Performance Report and Subscription Revenue Report should show better details
For both reports, when you click into the details of the reports, the values in the details both show the deal values. Product performance report should show values of the products because each of my deals has multiple products. So when I click the details for a specific product, I want to see how much clients are paying…
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Make Related person field data available in doc templates
Hi, I'm a mortgage broker and it's really frustrating that the related person's standard and custom fields are not available to use on the doc templates, just the person's. Many mortgages are joint applications which means I need to include both applicant's field data in the document. For example, if I'm doing a life…
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Custom Tables in Pipedrive?
We have several functions we do with Organizations that are not necessarily records that fit anywhere else. For example, using a third-party tool (Quickbase) we have built a custom workflow that lets us record our interaction with clients' social media accounts. Another keeps track of every time we have mentioned an…