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Filter for participants in a current deal
Hello, I would find it coherent to add a filter to show all my current deals since a certain date as well as the people who are "participants" in these deals?
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adding a removal of data option to the predefined actions in the workflow automations
Would love to have the option to remove data from a 'dates' field and leave blank as part of a workflow automation action to 'update deal field'. The predefined options only have selections to change the date or alter the data. Add in some more generic and basic options that are usable on any type of data field.
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Pipedrive Mail client: HTML mail editor misses HTML tag
It looks like the mail client in Pipedrive sends out HTML formatted mails where the HTML tags are missing. Most mail client still interpret the received email correctly but it's detrimental to the deliverability. And that's crucial in sales! I guess this is rather a bug report than a feature request and should be a quick…
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Edit Person Preview
I'd like to be able to edit the fields shown the in the person preview box. Ex. Add Title to the preview box
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Uploading photos from iPhone
While uploading files from iPhone, Pipdrive reduces file size and quality. For us it is very important that we have original files under the project!
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Synch only specific contacts/organizations to your external provider
Currently the contact sync is rather meant for the contacts on your external provider's side to be synced to Pipedrive. You can only choose the label of which contacts will be brought over to Pipedrive on your external provider's side unless you do not want to sync all your contacts. As we are getting lots of SPAM and FAKE…
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Setting up Goals for Deal progressed
Hi, Today it is very ease to setup Deal progressed goals if the goal is the same every month. That is usually not the case because of industry buying cycles. To setup monthly variations pf Deal progressed goals take a lot of time for each phase of the sales process. One suggestion is to change the setup similar to Revenue…
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Deepdive/granularity on calendar time view
Whats app, guys! I would like you to help me with this because it is very difficult for me to use our Pipedrive. The kind of visualization we have today is very bad for seeing these small tasks smaller than 30 minutes (5, 10 or 15 minutes, especially the 5 minute ones). In the next picture, "schedule an activity", it is…
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Merged: Unique User Permissions for Pipelines
This discussion has been merged.
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Unidades de medida en campos.
Sería ideal contar con una opción de "unidad de medida" en los campos por ejemplo: Área total: 120.00 "m2" -- ayudaría mucho para organizar la información en el CRM
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Favorites Buttons
I would love for there to be 2-4 favorite buttons that we can choose what it links to inside pipedrive. Using the space up by the search bar could easily fit these icons. These could be quick links to certain contact lists, or filtered pipelines that we always use and toggle between. Save a lot of time having to make 2-3…
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Emailing Multiple Deals
Hi! Has there been any development in allowing emails to be sent to multiple deals? Currently, when adding multiple deal-specific addresses in an email, the email is being linked to only one deal. We have many clients with a number of deals being processed in tandem and a lot of correspondence that is sent may apply to 2…
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keep visibility group for deactivated users
If you are deactivating a user and have a setting for his deals like "Owner's visibility group" his teammembers in the same visibilitiy group can not see his deals anymore. In many cases somebody has to take over urgently and a sales director doesn't want to distribute the deals manually. Technically, deactivated user…
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Integration with DRIP
Hi Pipedrive, Do you plan to integrate with DRIP? Thank you
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Enable Google Photos
I would love the possibility to attach google photos to a project or a salesdeal.
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Include the source as a condition of automation workflow
Hello, it would be great to add a new condition for workflow automation triggers. We would like to create two different scenarios according to the source of the contact / lead : either it has been created manually, or it has been created from an API.
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Air Table Integration
Hi Pipedrive, Do you plan to integrate with Air Table? Thank you
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Expanded Timescale on Activities - Calendar View
Because Pipedrive allows for different Activities to be set in 10 & 15 minute intervals, it would be helpful for the VIEWing these Activities in the Calendar view, in an expanded view. Right now it looks like 30 minute view (2 for each hour) is shown and if you have more than 2 activities for that hour, they are condensed…
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¿How to create budgets from smartdocs on a cell phone?
¿Does anyone know how to create budgets from smartdocs on a cell phone? Thanks a lot!
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Playback Speed Options
It would be fantastic if you could alter the playback speed when listening to calls. x2 playback would allow me to listen back to BDE calls much more efficiently. changing an hour-long call to 30 minutes is really valuable time saved.
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SmartDocs improvement
We've really benefited from the SmartDocs feature in Pipedrive but would love to see the ability to send documents that don't require a signature through the same process as a document that does require a signature. We currently send out client contracts requesting a signature, and this has been well-received by our…
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Being able to see which projects are missing follow-ups
We have started using Projects, but we are doubtful about one thing: how can we easily keep up with projects where we haven't had any interaction with the client in the last X days. We are planning to create around 200-300 project. The new filter by owner is a big start in the follow up department. But now we are not sure…
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Export Lead Data to CSV/Excel
We use the campaigns function a lot, but we need to be able to export the open's and click's data that is pulled from the campaign for our records. i.e. we get 400 opens on an e-shot - we need to be able to export the name, number of opens, and email address, and time of open. All the data that shows up in the list when…
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Links with merge fields
In emails it can be useful to make links to websites or other apps. To make this even more useful it should be possible to integrate query parameters in the link (https://link.com?par1=|merge_field1|&par2=|merge_field| ) Can this be foreseen?
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Multiple Organizations per Deal and Automatically Add Organization Members to Deal
I want to request more flexibility in the data model with associations for Deal -> Organization -> Person. We often have situations where multiple organizations might be involved in a specific deal. We currently need to work around this with custom fields, but this limits our ability to use some of the deal tracking…
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Push notification when email received
This would be great to use pipedrive mobile app! Only using email sync in pipedrive, When I received email into pipedrive email inbox Pipedrive mobile app send a push notification. Please check this feedback!
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Ability to adjust Quick Action hotkeys
Currently it is not possible to adjust the hotkeys for Quick Action shortcuts. The shortcuts themselves are amazing, however the latest one is fairly annoying - that is Projects. The designated hotkey is "C", meaning any copy-paste using ctrl-C will result in the New Project window. If this key could be adjusted, that…
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Link to Deal's e-mail address
It should be nice when the link to deal's e-mail address is always on top. Actuall you've to scroll down, but depending on list of mails and rest of content of the deal, not fully to the bottom.
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Directions button on activity and deal pages.
It would be nice if there was an easy way to open my preferred map app to give me directions to my organization on screens where an organization is linked, but I can’t click the organization address. For example, on the activity screen and the deal screen, I have an organization linked, but there’s no way for me to click…
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Adding customise tasks in activities
It would be really nice to be able to add customised tasks when you are planning and creating an activity. Where we see LLAMADA, FOLLOW UP, WHATSAPP, it would be nice to be able to add more and customise them. Thanks :)