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RE Email Sync - 'Add another account' button
On this page you have the button 'Add another account' (top right in green) but unfortunately this only allows the replacement of the existing email account with a new one. I find this to be very misleading. Surely it should therefore read 'Change current account'. Or (which is my hope) you are planning ahead and will…
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company's phone number - Also on contact card person
The company's phone number - Why is it not visible when you have selected contact card person? Suggests that you see the company's phone number in the same context as you see the individual's different phone numbers.
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Web Address - Why just one?
I want, just like when it comes to registering the contact person's phone numbers, to be able to post several.
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Using payment plan fields to automate installment plans on contracts by DocuSign
Is there any possibility to use the payment plan feature in the revenue section of the deals for more than just the reports? I would love to use it to create the dynamic installment plan just by using the payment plan table as a field as such. Is there any other solution for that?
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Performance period in the deal at product level
We often sell large packages with many different products at our company, which sometimes have different performance periods. Unfortunately, we can only specify performance periods at the deal level, but not at the product level. Therefore, we would like to be able to add product level fields to deals as well and change…
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Mail
One of my only gripes has been threaded email and the way it's presented in Pipedrive. Came across this app that presents email the same way messages/texts are presented in an app and think to myself if Pipedrive did something similar it would be totally awesome. https://www.spikenow.com
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AI Artificial Intelligence that helps the user know what to do next.
There are AI companies in the world building their software that watches all the input including listening to phone calls that will in turn post notes to contacts and automatically set up meetings after a prompt and suggest next steps to the user / sales person. contact me if you want to know more:…
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Multiple Contacts
It's gonna be great and awesome if we had the possibility to link more than 1 contact to a deal. For a SDR's department it's really essential. In our day to day job we have to reach out several people in one organisation to trigger a conversation :-)
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Changed buttons colors.
Is it only me so annoyed of this green button color flip? It used to be light green and when you move the cursor on it, it becomes dark, just like it works here in the community. In the CRM now they are all dark all the time. It feels like they are all pressed. And makes me anxious :D
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API: Allow automatic payment schedule changes
Issue: Currently, Payment Schedule can only be changed manually. For long periods it's easier to delete it and generate a new one. This however creates an issue with exported data - ids of payments are changed and old data needs to be removed and new downloaded. First of all it would be great to add possibility to change…
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Workflow Automation Trigger: When date expires
The idea is that some fields like start date or payment schedule can expire before a deal is won. These are used for estimations, but once the date passes they need to be manually updated. Ideally, a trigger that would monitor date in a specific field could fire when the date is expired and deal details can be updated then.
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Merged: Add multiple subscription models, add ramp-up plan models, and edit subscription plan
This discussion has been merged.
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Alert Visibility
It would be great if a user/admin could extend the time an Alert pops up in the upper right hand area within PD. As it is the Alert only lasts about 15 seconds and if you are in another app, away from your desk, etc you can easily miss an important Activity or Calendar event. As an example if I'm making use of the Proposed…
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Prioridades das Tarefas
Para poder distinguir na agenda e no Foco das actividades . Dou a seguinte sugestão: Assim quando vemos uma tarefa vemos se è Urgente,importante ou circunstancial. Destaca-se das outras tarefas
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Add multi-select on outstanding activities
often we pile up a lot of outstanding tasks under certain persons profiles on pipedrive, and having to delete them all individually does take a chunk of time and patience. it's available under the 'activities' page, but not in the 'person' page
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Cumulative Progress
It would be great to be able to visually report on cumulative progress toward an annual goal. For example, if a team needs to close $12 million in "WON" deals in a year, the goal would cumulatively grow by $1M per month, then actual progress against that goal could be plotted at monthly intervals. See image as an example.
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Acción posterior automatizada, luego de apertura de email por parte del cliente
Me gustaría que haya una automatización, en la cual el ACTIVADOR sea la apertura de un email previamente enviado al cliente. Gracias.
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Lier un mail à une organisation/Link an email to an organization
Dans PipeDrive nous pouvons actuellement lier un mail à un contact ou à une affaire. Est-ce que vous pourriez nous offrir la possibilité de lier un mail à une ou plusieurs organisation ? En effet, lorsque nous échangeons des mails en interne concernant une organisation et que le client n'est pas dans les échanges de mails,…
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Marketing Automation: increase 30 day restriction
Hi there, We have been using Pipedrive campaigns for a while now & really like it. Well done! Have used quite a few different ones over the years. We this week have been testing marketing automation this week also & its great too. And so made decision to copy all over to Pipedrive. BUT we have hit a road block while…
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Projects Searchable
Please included Projects in the search function-
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Envoi d'email en différé - annuler envoi
Lors de l'envoi d'email en différé (je ne parle pas des automatisation d'envoi d'email), il semble qu'il serait nécessaire d'annuler l'envoi du mail si le lead en question nous a écrit entre temps. Et vérifier par un pop up ou autre avec la personne responsable de ce lead si elle veut toujours que ce mail préparé soit…
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Product - Insights and Import
I know this has been mentioned dozens of times but we desperately need insights for products. Same with import functionality. We are very excited about all of the new projects in beta, but one completed feature is far better than four "work in progress" features.
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'Last Contact' field - filter / refine data?
It would be helpful if there was a way to see when a human being in an organisation last contacted a customer. The 'last contact date' data includes automatic emails from the organisation which makes the information far less useful. Ideally you'd be able to filter 'last contact' data down to at least 'role' level (so last…
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+ 25 rapports dans un tableau de bord
Le quota de 25 rapports dans un tableau de bord est problématique
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New value for field "Interval" of the subscription plan: "biannually"
Could you add the value "Biannually" (that is, every 6 months) to the list of possible values for field "Interval" of the subscription plan, please?
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GOALS
Hello GOALS are a great feature but it's missing some functionality to make it very usefull. Let us create GOALS for: adding new person (example monthly 30 new person added by USERNAME ) changing the DEAL stage position from different pipeline not only 1. For example, my support team work on 2 different pipelines and I…
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Live chat - post chat survey
Build in post chat survey to receive real time feedback on how customers are finding the company's service vice the LC function.
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Pipedrive Activity ALL DAY option
Would be so nice to have an ALL DAY option to click instead of just having a time frame for an activity. When syncing with google calendar, it is nice to be able to block off a whole day sometimes. Right now, I have to create the activity in pipedrive then open google cal and change it in settings to be all day. Should be…
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Account Management - Share Your Feedback feature wont let me share
I tried to submit this through the Account Management page but it wouldn't allow me to send the feedback - error message appeared. Have posted below my feedback... It would be good to have a default field for Organisations, similar to the Campaigns label (Subscribed/Unsubscribed) where if you deem an Organisation an…
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Excel Date Format Confusion
Hi Guys New Pipedriver here! Not sure if this has been asked and answered, but looking for ways to bulk format dates from Pipedrive onto a spreadsheet. The problem being unable to sort by date when reports are exported to excel. I may be looking to hard and can't see the obvious!🤔