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Please allow us to sort the Kanban view
As I understand it from this post, the Kanban columns are auto-sorted by activity. But that creates a problem for me that ultimately wastes my time and energy. Too often, I'm waiting for events to happen over a few days - as a result, it's impossible to remember 'last activity' - and I spend an inordinate amount of time…
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Campaigns Feature - Ability to use workflows to update marketing status
I was super excited to see the new Campaigns feature in Pipedrive. Functionality looks great, ability to build workflows etc is a massive win. Have started the progress of migrating from a third party email platform to realise that there is no way to automatically update a Person's Marketing Status to Subscribed (either…
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Remove 'phase unassigned' in projects
I seem to have an unwanted project phased entitled 'phase unassigned' which I cannot delete. Apparently this adds automatically when setting up from a template (according to support) Please can you allow editable rights for phases ?
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Automating a DRAFT email using email template in Workflow automation
I'd like the functionality of setting up a workflow automation for the creation of draft emails from email templates please. The use case is contacting my mortgage clients where I'm following up with them in two or three years time when they need to refinance their current deal. I may want to add something to the email to…
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Sales Assistant - new notification
Just wondering if it would be possible to change the red interrogation point/question mark to an exclamation mark instead. Every time I see the question mark, I think something is broken, whereas if I see an exclamation point, I will know something needs attention.
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Campaigns: view in browser link
Pipedrive Campaigns does not allow to create a public link to share them (in a social link or just to make sure people can read the content). It would be great to add that feature
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Reporting for Projects Within Insights
We're trying to use insights to report on projects within our account management team. It sounds like this is a current limitation. Has the team considered rolling out insights for projects? Thanks
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Visibility Options on projects
We have a range of teams and ideally we would like the projects to be segmented as well based on visibility groups as with deals.
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Pipeline View Needs a "Show All" Toggle
It has never made sense for our organization that WON & LOST Deals drop out of Pipeline view by default. Heck, it took me over 2 years in the system to realize that we could even create a filter to show these Deals in Pipeline view, that's how used to it I had become! Utilizing a "show all" filter is becoming more of the…
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Allow Admin to View Email Open/Link Tracking from Other Users
Not sure why as an admin I can see other users' emails but not the link tracking and email opening tracking from users' emails. This can and should be done.
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Why can't we EXPORT the Summary data in Insights?
I've used Pipedrive for 4 years and have made this request to Support so many times it makes my head spin. Every time I make the request, they say "mention it to the Community". Well, here goes.... Why doesn't Pipedrive allow us to export the list of Summary data in Insights? Why do I want this so badly? Product sales…
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filter by read/opened emails
I have a recommendation for a new feature, when someone opens or reads an email theres no field i can utilize to filter out that they opened an email, they are indexed to look one by one, it would be great to add this to the contacts field as an option to sort with including a sort by number of opens so that i can target…
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Calendar View - multiple users in single view
Hi Pipedrive, we do a lot of scheduling from our central office. We need to be able to see multiple users' calendars at once but PipeDrive only allows selecting one user at a time. Google Calendar and Outlook both allow for multiple users in a single view. Can PipeDrive do the same? Thanks!
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NOTES SHOULD CARRY OVER FROM DEALS TO PROJECTS
We notice that once a PROJECT is created, the notes created in the deal are not visible in the project. We have job coordinators and project managers that only work in projects once deals are won. Deal notes, mentions and emails should attach to projects once a project is created.
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Auto country code / time zone identifier
It would be convenient if once a phone number is given by a client, the program identifies the country of origin of the phone number and the time zone it is found in.
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gmail spam filter
I have linked my gmail account to Pipedrive and notice all of the spam that is filtered from my gmail inbox appears in the Pipedrive inbox. It would be great to have the same filters. I welcome any suggestions for a work around. Thank you.
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Insert the double optin link into custom emails
If I understand well the double opt-in for marketing emails can only be sent from the contact with a standard email crafted by Pipedrive. Is it possible to also have this link available so it can be added in other emails that can be customized on the specific context?
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Duplicate a Pipeline
Having the ability to duplicate a Pipeline would be great. Be able to have a copy of the Pipeline with all of the same deal stages. Instead of having to manually re-create the Pipeline and all Stages currently.
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It should be possible to make columns narrower in report tables
The minimum width for columns in Reports (Insights) is far too wide. This prevents seeing all relevant columns at the same time. Please fix this. Please make columns' width automatically adapt itself to the content as well.
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Insights refresh rate
Hi Pipedrive Product anagement, Just elike many pipedrivers, the launch of Insights is a great move forward in terms of KPI management for sales. Howavere, as the devil is in the details, I realize that the date in the Insights / Dashboard are actually off and refreshed on a randon frequency compare to the actual CRM data.…
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Contact Deactivation
Developer should provide contact deactivation feature. In case Customer presently working in XYZ organization and after sometime if he/she change it and start to work with ABC Organization then we should be able to deactivate fist entry. If we label it as inactive then it will pop up in duplicate entry. If we delete…
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Dialpad Voip Phone Integration
Request: Integration with Dialpad phone service to sync voicemails, texts, call recordings to relevant contact records within Pipedrive.
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Improve visibility of filter titles
The box that shows the title of the current filter only shows about 25 characters. Many of my filters start with the same few words, so it's not immediately clear which one I'm viewing. It would be very helpful if the full title would become visible when the mouse pointer is hovered over the box, and/or the current filter…
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Dependencies in custom fields
Different information is needed in different phases or different pipelines. If I have multiple business units or products, perhaps entirely different fields are of interest. However, the number of fields can become quite high. And therefore confusing. How practical would it be to display different fields depending on the…
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How to reach support?
How can I contact support?
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Merged: Dark Mode Option
This discussion has been merged.
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Activity Priority
I love the way Pipedrive organises Activities and how it visualises current, overdue and future tasks. However I get asked a lot by clients if theres a way to set an urgency level...to me there isnt really the best workaround for this unless you type urgent somewhere in the activity. Is it possible to use the same red,…
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Sync Two Email Account
I would suggest you add the option to sync two different email accounts since salespeople sometimes have two email accounts one as the main sales email and then they have their private email account.
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Pipedrive Mail--Move newest email to top instead of bottom of a thread
One tweak I would like to see is: When replying or forwarding an email in the Pipedrive mail interface, Pipedrive drops the new email to the bottom of the thread. I assume many of the Pipedrive subscribers use Outlook, where the new email is at the top of the thread. It is confusing. Pipedrive requires me to scroll down to…
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Team Inbox
My company works with a general email account that handles all inbound and outbound emails. We also have our own personal email accounts. Is there a feature or option coming for a company email or team inbox that is separate from a personal email account to be managed in Pipedrive?