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Merged: change standard lettertyp in emails
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Team Email Distribution
Hi, We need an email disctribution option for automations to be able to select a team as a group and those members receive the communication. Currently not an option. Dax
Merged: 1 condition = plusieurs actions
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Merged: Editing automations
This discussion has been merged.
Add button for Date/Time in Activity Notes
Could you please add a button for Date/Time in the Note field for activities? Often you call ord do a task and need to log what you have done or agreed, because the task is not yet completed. It would be awesome if you could click on a button and e.g. select Date, Time or Date & Time to be inserted. Like e.g.: 20/04/23:…
Related Organizations Improvement
I'm using the Related Organizations feature to build out a complex organizational structure (20+ components). It's not very workable for large structures, with 10+ s load times for each org search and common hanging issues. A few ideas: Filter currently selected Related Organizations from the queryset Multi-select…
Merged: Adding multiple Contacts/People to a Task
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Detect which contact open the mail with the mail tracking
Hi, it would be nice, in addition to the mail counter, to add which mail contact opened the mail you send (not just how many time it was opened). Really interesting when you have multiple recipients, or one recipients but many in cc. Thanks, cheers !
Project Phase assignment via automation
I'm using projects and our team is loving it. One challenge we are facing is when we add tasks using automation, that we cannot assign the phase to the task and it gets added as unassigned. Is there any way to do this? If not, it would be a great enhancement to the new project feature. Please upvote if you agree. Thanks -…
Our pain points with pipedrive
We are a startup with a hand full of people that runs on pipedrive. I.e. we use pipedrive (professional) at the core of our business for CRM, sales forecasting, project management and email marketing. Pipedrive has been recommended to us as a startup friendly alternative to HubSpot. We have the following pain points with…
Client files to sidebar
pipedrive is a good place to store customer data I would like more support for file management We have several clients whose files we need every day It would be nice to have a files section in the company information sidebar where you could choose which files to display, for example by folder. USE FILES - file - file -…
Allow activities list to show both activities and tasks
My team's daily todo list combines deal activities and project tasks but it's not possible to view a combined list for the day anywhere. It would be great to be able to see daily people assigned tasks alongside activities on the activity list
Smart Docs can't save signature/text/checkbox fields on documents?!
We'd love to be able to use Smart Docs in place of DocuSign but were surprised to find out that we can't save signature/text/checkbox fields on documents for future use. At the moment, this happens right before you send (after clicking "Request signatures"). Saving these fields is a standard feature in DocuSign and is…
Bug when saving an activity?
PD used to close your activity automatically when you clicked save but now you have to move your hand/mouse and click a tiny cross so PLEASE change back as you are slowing us down :-(
Adjusting duration of Notifications
The notifications in Pipedrive are too quiet and some don't seem to exist. When I get someone mentioning me in a deal the notification is very quick and there is a 95% chance I don't see it. It would be good if there was an option to have the notification stay on the screen for a longer time or until the user clicks it for…
Required Fields on the mobile app not working
FYI - Required & Important fields do not work using the iOS Mobile App (unsure on the andriod app) This is a major for any sales team working in the field and mobile first. Is this on the product roadmap? -- Using the Mobile app as a sales tool becomes redundant if you cannot trust the data collected with the important or…
Completed Activity filtering on Deals
Having a filter on each deal to filter completed activities by type for that specific deal. This would help to further streamline account review / lookup time. I.e. reviewing particular milestone activities on account vs. scrolling through 3+ months of activities on the account
Send text message by automation
To make our CRM more efficient, we would like to create some text message automation to our customers, as appointent reminder etc…
Merged: Workflow Automation - Update Marketing Status
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Bulk-create Activities for Contacts
It would really speed us up, if we could create activities in bulk for a list of contacts. We need this, e.g., to mark contacts as recipients of a certain marketing campaign. Currently, we create the filter export the contacts with the system ID open the csv/excel file to edit add the activity fields to the file reimport…
Bulk Create Deals
Buolk create Deals or Leads from Contacts or Organisations. I had a client who has Organisations which need to be taken through a renewal pipeline - I had thought this feature existed but turns out you have to import Orgs as Deals in order to create bulk Deals with Orgs
Gantt Chart in projects
Hi, Hello, it would be very helpful to have a graphical GANTT. This should definitely also have the possibility to export (e.g. pdf). When is an implementation of this planned? This function is very important for us as a company.
No more automated "Deal" and "Project" words added to title
I know I can backspace it from the title each time, but it gets old. Also going from a Deal to a Project it then becomes "[Customer Name] Deal Project" which is silly. I want to be able to edit what is automatically added to the "Title" field in each category.
Insert URL fields in mail
It would be great to be able to directly integrate a clickable URL link in an email (via an automation flow) sent to users so that they can, in one click, fall back on the prospect, business or organization sheet.
Embed Pipedrive Insight
It could be a great opportunity to share as embed code the pipedrive Insight, so users can view results on other platforms (like Sharepoint)
Embed Insights onto SharePoint
We are building out our internal team SharePoint page and we would love to embed our insights graphs to get the visual to show without needing to click on the link to open the URL
Automatic Date changes in projects
An ability to automatically change all dates if the project is behind schedule. Currently, if we wait for a client to review/approve an aspect that is out of our control, then all of the dates are wrong, and it's a very big pain to go and change every single date for all the different tasks and activities that may have…
automatic emails in projects
As with deals having all emails from the team and the client be logged to the project automatically [we use the spark email app for our day-to-day emails] would be fantastic currently, it needs to be done on the project page and only shows up if it has been sent from the project to the client and the client replies
Add Project Module to Phone App
Simply, I don't understand why the project module is NOT on the phone app. Can you please add the project module to the phone app, android, and ISO.
Bringing Notes into List view and Search
I am wondering if there are plans to... * bring Notes into a column in List view (to be able to view & export notes) and to filter by text within notes * find text within a note when typed into Search I know that is is not best practice to rely on Notes to capture important information that could be listed and filtered…

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