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Pin notes directly in Focus area
Everytime when I make a note it is displayed in the history time line. From there I can pin the note to my Focus timeline. Why is there no short cut to pin a new note directly to the Focus timeline? Just ad the pin symbol to the note maker and pin it directly to the Focus timeline. Must be not that hard to create?
Super-User Authority to Unlink Emails
We are continuing to have problems with emails getting linked to the wrong Deals, which is hugely affecting our work. I understand all of the rules of how this happens, and I am also aware of how to Unlink them. However, the big issue that we have is that only the Sender/Receiver has the authority to Unlink the emails. As…
Request: Automate Linking of Lead/Deal field "Source Channel" from custom field "Contact Source"
Hi Pipedrive Community, I would like to suggest a feature to improve our workflow. Currently, we can't automate setting the "Source Channel" of a Lead or Deal from a Person's custom field. (we created one called "Contact Source"). This would save a lot of manual work and improve efficiency. Customer support confirmed this…
Calendar Sync Needs to NOT Pull in Activities from External Calendar
Currently, the Two-Way Calendar Sync has a big flaw: it copies over external calendar items into Pipedrive as Activities. This is NOT necessary, as we do not need all of our calendar items pushed to Pipedrive as Activities. We only need to be able to see what is in the external calendar so that we can know when to schedule…
Search via a URL with query string
I find myself having to search PipeDrive for company names from information in other systems. The Smart Search is great and usually gets me what I need, but I can only seem to be able to do this via the search input box directly in the PipeDrive UI. It would be very helpful to be able to launch a tab to PipeDrive from…
Layout Mail Inbox
Please add a preview option for emails in the email inbox. It is really not practical to open every email to see the content. I dont think it takes a lot to change the view option and the usability increases by 100%. Split view into left and rigtht. One side overview list, other side content area. This would be awesome!…
impersonate another user for debugging
Hi I get user saying that have issues and need help solving them, currently they show me the issue, I go away and looking into the problem, them have to ask them to check if its resolved. Can I request a feature for site admins to have a feature where that can impersonate/work as another user so they can debug the issue?…
Only activity owner can mark activity as complete
I would like to be able to block an activity from being completed only by the person responsible for it, can you please create this option?
exportar visão geral de um usuário
para ter um correto controlo de trabalho da minha equipa, era importante conseguir exportar em excell a visão geral de um usuário, conseguem fazer esse melhoramento?
Insights Dashboard - allow internal viewers to expand data
We are using the Insights link to share data with external contracts. This is a great feature, but it would be eve better if someone other than me could click on the items within the dashboard to expand the data. Is there a way to share my Insights Dashboard with other users in the company? (aside from the shared link…
Mandatory check box fields in web forms
Today it's been the first day we've used LeadBooster. Unfortunately we've found out something that makes the product inviable for us. We can not add a check box field type which is a must for GDPR compliance (at least in Spain). The user has to check the box to make the send button workable, so we cannot skip this…
Goals - Personalising the set up for a goal
Hi! The new goals function in Insights is a nice addition, however there is room for improvements. Currently, you are quite limited in what you can set up a goal for, and in what way you want to set it up. One example is, when setting up the 'count' won deals goal for a quarter, you would have to set up 4 different goals…
Calendar 8 Day View
Having an 8 day view would make it so much easier to move tasks from one week to another. Can this be considered?
Bulk link emails to deal
I would like to be able to link emails I have received or sent on which I create a deal at a later moment in bulk. Right now you can only that one by one and that is time consuming.
Link calendar events to People, Organizations, and Deals
My company recently moved to Pipedrive, and one thing we're really missing from our previous tool is the automatic linking of calendar events to CRM entities. I understand that creating an activity will link the activity to the entity, but I have hundreds of events on our team calendars from the past that I would like…
Support @mentions and comments in notes on Activities
Our team uses activities heavily and we always update the notes section before marking the activity as done. This notes section, unfortunately does not support @mentions, which we would really like to see as well as the ability to comment on the note / activity.
Our own logo and link in the scheduler page?
There is a very cool tool which i want to start using, it is the scheduler tool. Really nice that customers can plan their own appointment in my calendar. No more e-mailing back and forth to find a free spot. BUT the scheduling page has the Pipedrive logo and (underneath) the link. It would be nice if our company logo and…
Link in email notification when lead is assigned
Hello, I have a question. When I assign a lead to my colleague, he receives an email message. Is it possible to add a field with a direct link to this lead? Preferably with a button.
Feature Request: Confirmation Prompt When Cancelling Notes Entry
I'd like to suggest a small but important usability enhancement related to entering notes in activities or general notes fields within Pipedrive. Currently, when typing out notes, it's easy to accidentally click the 'Cancel' button instead of 'Save' — especially when working quickly or on smaller screens. Unfortunately,…
Images in Pipeline and List view
Could we get the ability to add an image(s) in a field which can show up in the pipeline and list view as well as an option? This image could be a small image as a thumbnail and be linked to an image in the file area of that project.
Thumbnail view for files and photos
The ability to preview and get a glance of the files and photos we have on a deal is something we really need. Anyone else wishing for this?
Custom fields when adding products to a deal
I would love to see custom fields for products displayed when adding products to a deal. As far as I know I can only modify price, quantity, taxes and discounts when adding products to a deal... But I am missing a lot of important product information in my deals (for instance, color finishes).
Need to be able to edit the list of Industry field values for the organization.
This list of values for the "Industry" field needs to be editable. I work with industries not listed, and I would like to delete some on here that are not relevant.
Formula fields using dates, substracting date fields and field format
Would be a big value to have formula fields to substrac date fields which results in days quantity, example (expected close date - last activity date = xyz days) or (end contract date - current day = abc days). Also should be nice to have the option to use the "month" or the "year" part of a date in some deals (capital or…
Exclusion Dates for Selected Scheduler Link
Pipedrive clients often approach us asking to block scheduling through the Pipedrive scheduler for certain links while keeping their calendar open/available to others. For example, a client who regularly attends conferences and events sends her "Events" meeting link to other people who are attending so they can block out…
Adding a formula capability to the date fields in "Update deal/lead/activity"
Inside an automation action, I would like to update a deal field to a date PLUS X days. For example, for my custom field "Payment Date", I would like to always get the date of the field "Expected Close date" plus 60 days (for a type of deals). Right now, the automation only allows updating the field value to "In 2 months",…
Custom Field formulas using if/then
Hi everyone, a couple of Custom Field ideas: 1/ to show/hide group custom fields based on another custom field As an example, we are a car brokerage and if a customer has a trade-in (yes/no custom field), show the trade in fields and if they don't, hide or minimise the group. 2/ "if/then" functionality - Similar to above…
Reduced File Size PDF Creation
Whenever I use the PipeDrive Smart Docs feature, I export my document as a PDF. The algorithms used though create a massive 2500kb pdf file (probably because of a large image I use), then I have to go into adobe acrobat and save the new pdf again as a "Reduced Size" PDF to get the file size to a more reasonable 359kb file.…
Add Google Documents / file to project
As a : Project Manager I want to : be able to add some file from Google Workspace lije Google Docs) on the project management In order to : keep compatibility between Google Documents and Pipe Drive in project Management Note : having the possibility to add file from an hyperlink would be enough (or doing just like it is…
Syncing Shared Contacts
It seems that there is no way for a colleague and I to "share" a contact in both of our address books if we both have two-way sync enabled. Let's make up a contact, say "Gary" that both I and my colleague interact with and we both want Gary in our Google (gmail) address books. Both my colleague and I have two-way contact…

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