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Clickable/Linkable custom fields
Right now the only way to have something clickable - it has to be organization types, anyway to make it something else? Multiple raw that are not available for Organizations so I can't link multiple organizations
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suggestion for Projects
It would be useful to have a "Participants" box for Projects the same as there is for Deals.
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Lead differentiation.
Can a lead have different fields shown depending on the type of label I give it? If this is a useful thing for you as well, please let the community know!
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Product - allow for a default duration - example 12 months
When we add products to a deal we have options to change quantity, price and duration. Both quantity and price can be set as default values on the product setup. However I do not think there is a default for product duration. Many of the products that we sell are 12 month subscriptions. It would be great if we could set…
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Request for activities without dates
Hi there! We make avid use of templates for our projects. I would like to be able to include activities (not tasks) in these templates WITHOUT a set date. That way I can create placeholders for meetings that occur within each step of the project, without having to assign dates before they are set and just simply fill in…
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Smart Docs not just in the deal but also in contacts and organisations
If you are creating a Smart Doc you can find it in the deal. But it is not assigned automatically to the contact person or the organisation like activities, mails etc. If you want to see all Smart Docs from one organisation you have to open each deal individually and search for it.
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More Colors for Labels
I can add up to 100 labels for a deal but there are only 10 colors available. Can the color pallet be expanded?
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Please add the ability to share tasks with clients
Please add the ability to share project phases and tasks with a client for action items and planning events. I'm slowly working to use PD projects for all my efforts and this would be very valuable to work with. PLEASE Add this feature Thanks
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Calculated Fields
Allow for use of a calculated field in a formula for another calculated field. For example, Say I have three manual entry numeric fields that have been calculated into a calculated field called "Total". Now I want to use that total value to multiply by a pricing factor (which would be entered in a separate field) to be…
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Being able to see both the total price and cost of jobs on the deal page
Currently you can make products and add a sales price as well as the cost. However, on the deals page when you add products it only give you the total sales price. I would like to be able to see both the total sales price as well as the true costs,
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Funnel related activities
We have some departments, and each one have more than one funnel, with activities specific to each one. It led to an extense list of activities, even though most of them are funnel related. It would be useful to edit activities to be funnel-related, thus reducing the list of available activities on each funnel.
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Show products from all deals on customer/organisation
I would love to have a list of all the products that has been sold trough deals to be show on the organisation. Then we could easily see what kind of products the org. has bought and what we need to have support on. Maybe some of the products need to have an SLA or warranty on them. You are working on a support system…
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Rotting Projects
Has the team considered doing something similar to "rotting deals" but on the project level? It would be helpful for people in charge of account management teams, like myself.
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Use organization/person custom fields in conditions for Deal Automations
Hello pipedrive team, it would be a great addition, if we could use custom created fields in a person or an organization, for the automation of deals ("Deal updated", etc). Custom fields can be changed in the deal automation, but they cannot be accessed for conditions. At the moment only custom deal fields can be used for…
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View that blends Leads and Deals
Can a view be created that shows my leads and deals on the same page? I like to give my referral partners a weekly update, and I need to pull the data from both. Right now I have to export both and merge them in Excel.
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Merged: Dark Mode/Night Mode
This discussion has been merged.
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Syncing Emails: A new setting to allow "Sync Only with Pipedrive Contact"
We have recently discovered a major breach of confidentiality with syncing emails, and the workaround involves setting up numerous folders to choose which you want to sync with Pipedrive. This is a bit of a hassle with Inbox folders but a real problem with Sent emails. Either all sent emails appear in Pipedrive or none.…
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Webhook Connector for Microsoft Office
Extremely simple to set up for Pipedrive. Connectors developer dashboard - Outlook Developer | Microsoft Learn Register New Connector (office.com)
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Improve the UX by removing "sales spam dots"
There is constantly a dot taking my attention when I look at the menubar. When I click on for example Projects I cannot remove the alert or better remove the project button as I am never gonna use this feature. Same applies for Campaigns. The dot indicates that there is an alert for the section but there is not. Only…
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Display all contact phone#s on the lead page
Currently when viewing the lead details it only shows 1 phone number even if the contact has more. I'd like to be able to know there are other contact numbers for that person available and even dial them right from the lead.
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Email more than Deal Owner or Person associated with deal
Good Day, I would like to have the automation function to send an email to the participants in the deal. This category exists on the deal and the data is there, I would like to be able to select the option when building an automation to be able to select from the participant list. This way I can send a deal to all of the…
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Interactive Map on web
Hello, I do most of my work out in the field, but I use my laptop as well as my tablet and phone. I like how there's a GPS/map feature on the phone, but not on the computer/laptop. This would aid in my scheduling and routing my days when I'm at my computer scheduling my next week(s). Thank you
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Email message count needs to be able to trigger Workflow Automation
I want to the able to trigger Workflow Automations when the Email Message Count on a person changes. However, it doesn't work because a sent or received email does not count as "Person Updated" trigger for the Workflow Automation. I chatted with Pipedrive Support, and they were very helpful in clarifying why the Automation…
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contact "postal address" option in email templates
Hello, for my business I send a lot of emails and text messages to current customers and prospective customers. Many times I'm messaging them to confirm their home address. I'm not sure why only "some" fields are an option in email templates and documents and some are not. Please please please just open it up so that ALL…
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STATUT AFFAIRE "DECLINEE"
J'aimerais ajouter le statut "déclinée" en plus de "gagnée", "perdue" et "supprimée".
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TASK sync with outlook or any other calendar
Tasks are visible. that is not the problem. However they are visible as an event. And that is a problem. Marking a task done in Pipedrive does not change the status in Outlook or any other calendar.
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Products with Attributes (options)
Please add that each Product shall have the option from attributes each attribute shall have the option to add an amount (if picking this attribute the cost will adjust) Someone shall have the option to see by the deal the Product/s and the attributes listed If a attribute is discontinued you shall be able to disabled it…
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Community hygiene - how to suggest topics that should be merged?
Hey Pipedrive Community team, What's the right process when you've found several threads on the forums that are about the same topic? Is there a specific person to tag when a few feature request threads are similar and should be merged? Super happy to help with this if there is a way to crowdsource and make the job of…
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Merged: Embed "Propose times" (Scheduler) on web
This discussion has been merged.
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Markdown shortcuts in notes
In longer notes, the text formatter goes off the screen. This makes formatting very hard (and I think impossible for links?). Many apps are now supporting Markdown shortcuts to allow the benefits of markdown without breaking current workflows. Even if we just had markdown shortcuts for link, bullet, and bold, it'd go a…