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Emails should automatically be counted as activities like phone calls
Why are emails not automatically considered activities like phone calls are? When I run filters based on last activity none of my recent emails count as activities. However, my phone calls are. Therefore, I have to go through the extra step of creating an email activity and marking it as done after I send an email.
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Segment products by their variations
I'd be glad if we could segment the product by their variations, like the example hele below:
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Segment products by their variations
I'd be glad if we could segment the product by their variations, like the example hele below:
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Segment products by their variations
I'd be glad if we could segment the product by their variations, like the example hele below:
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Segment products by their variations
I'd be glad if we could segment the product by their variations, like the example hele below:
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Option to delete posts in Community forums
A post I made was erroring out when clicking save (a cryptic error was shown in a pop up dialog, with no page refresh), so I clicked save multiple times. When I gave up trying to make the post and returned to the main community page, I saw that each time I clicked Save a post was made. If there's a way to delete posts,…
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Constant spam in Pipedrive web forms
We are getting a lot of spam web form submissions, which ruins our conversion tracking and wastes our team's time sorting through and deleting them. Has anyone found a workaround for this? Perhaps Pipedrive could implement a different / better reCaptcha approach, honeypot, etc.?
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Constant spam in Pipedrive Web Forms
We are getting a lot of spam web form submissions, which ruins our conversion tracking and wastes our team's time sorting through and deleting them. Has anyone found a workaround for this? Perhaps Pipedrive could implement a different / better reCaptcha approach, honeypot, etc.?
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Constant spam in Pipedrive Web Forms
We are getting a lot of spam web form submissions, which ruins our conversion tracking and wastes our team's time sorting through and deleting them. Has anyone found a workaround for this? Perhaps Pipedrive could implement a different / better reCaptcha approach, honeypot, etc.?
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Each ACTIVITY could be linked to more than one DEAL at the same time
In many situations, a phone call, meeting or another kind of activity is about various deals, not just one. Now a days, I need to choice the more associated deal to link with the activity. It would be nice if it was possible to link two or even more deals in a same activity. For example: if a participate in a meeting with…
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Realising value of won deal in the future
We are an events agency using Pipedrive to manage our pipeline of client events. Our events (deals) will often be won a few months before we realise the revenue from the events (once the event is delivered). However when I move a deal to 'won' it automatically realises the value of that deal on the day I move it. This…
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Conditional logic for display of custom fields in Deal detail.
I have spoken with Pipedrive support and this doesn't exist/isn't possible, but placing it here as a feature request. The use case is: * We use Label field for our Organisations, to categorise the type of organisation eg. Lender, Customer, Consultant. We also have plenty of custom fields. Certain custom fields may relate…
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Connect an activity to multiple deals and Connect an email to multiple deals
We need urgent development assistance from you! Pretty often, we have multiple deals with a company. Negotiation runs typically with the same person or team, so we discuss multiple deals parallelly, both via phone calls, meetings, and also emails. It is an unnecessary and huge administrative struggle to create and copy the…
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Connect an activity to multiple deals and Connect an email to multiple deals
We need urgent development assistance from you! Pretty often, we have multiple deals with a company. Negotiation runs typically with the same person or team, so we discuss multiple deals parallelly, both via phone calls, meetings, and also emails. It is an unnecessary and huge administrative struggle to create and copy the…
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Connect an activity to multiple deals + Connect an email to multiple deals
We need urgent development assistance from you! Pretty often, we have multiple deals with a company. Negotiation runs typically with the same person or team, so we discuss multiple deals parallelly, both via phone calls, meetings, and also emails. It is an unnecessary and huge administrative struggle to create and copy the…
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Connect an activity to multiple deals + Connect an email to multiple deals
We need urgent development assistance from you! Pretty often, we have multiple deals with a company. Negotiation runs typically with the same person or team, so we discuss multiple deals parallelly, both via phone calls, meetings, and also emails. It is an unnecessary and huge administrative struggle to create and copy the…
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Feature Request: more data in campaign reports
I'd really like to see more data in the campaign reports, or customisable columns here. For example, I'd like to be able to see the Contact Owner here so I can email my sales team with their customers that have unsubscribed so they can take further action.
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Support Chat
For some time now the way you open a new support chat has been tricky...most of the time I press the button to pull up the side panel, I then click chat to support and no pop up box opens. I have told support about this before, they did tests etc but its not been fixed
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New Summary feature!
This new feature went live a few days ago, and I thought I had lost my contact email addresses but they simply moved to the summary page! which I feel is NOT required, so anyone else feel the same way? In my mind, there was nothing wrong with the details page, and now the UX is poorer for it. The text of the summary and…
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Use date as a trigger for automations
What i want to do, is to use expected close date, or a custom field that uses date- as a starting point for action. i.e. deal updated- expected close date has changed - expected close date is prechosen? Sama goes with custom field that is in date format. Use case could be that i have a custom field "Validity of the…
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How to ADD a team member to a scheduled meeting
Hello! I have set up my calendar and scheduler so that my members can book time with me, however, I need to add another teammate to every meeting booked with me as we do them together. I cannot for the life of me figure out how to use workflows to add another person to this calendar invite OR automatically send the same…
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Deactivated products in "Add products to deal" view
Hello, The current implementation of deactivated products in “Add products to deal” view is not suitable for our setup. We are using SmartDocs, and if the user deactivates a product from a product list in “Add products to deal” view, what currently happens is that the product still gets displayed in the product table (e.g.…
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Marking leads as lost or not relevant
Hi, How are users of the Leads functionality processing leads? What are options to note the quality of leads or to categorize them? Right now, the only option is to either convert a lead to become a deal, or to archive the lead. Will there be options to add a reason for archiving, or add statuses for leads as well?…
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Phone number validation
We have partners whose sales teams are inputting digits other than just numbers into phone number fields. This not only effects data quality but it prevents VOIP phones from calling the number. It would seem sensible to add some verification to the phone number field that it is, in fact a phone number. As a starter we…
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Reordering of email addresses / set primary email address
It is common for me to obtain an email address upon initial contact with a prospect only to later be given a different and preferred email. Then I must manually copy and paste email addresses in the UI to get them into the proper ordering so that the preferred email is on top. Sometimes I have three or four emails for a…
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Document Automation
Could Pipedrive add document creation to the workflow automation options? Then when a deal reaches a certain stage, documents could be automatically created using a template; this would save the time it takes to generate them. Based on deal values the template used could vary, taking the human errors out and preventing the…
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Outlook Plug-In
I don't understand this and I know it has been discussed before a few times but most/all comparable CRMs as Freshworks, Zoho, Sugar CRM, Hubspot, etc. have a plug-ins to Outlook and so many companies work with Outlook (and need to work with Outlook sometimes). We worked with Freshsales/Freshworks for quite a while and this…
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Smart Docs esignature emails get sent from a pipedrive email account? Why?
Our customers reply to proposals via a reply email all the time. Why is this email coming from Pipedrive so customers can't reply? Customers often won't go into the proposal and use the response tools inside - we have a lot of Mum & Dad users - so their reply is critical and often contains vital info for our reps prior to…
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Bulk Adding Labels
Hi Pipedrive, I saw a post by @Brent Kobayashi and I want to second his idea: "As lead labels (and soon Contact labels) can handle multiple labels, it would be VERY helpful to be able to be able to ADD or SUBTRACT from existing labels (without having to replace all). For example: - I have 50 leads. Some have a variety of…
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Webform Fields - Names, Phone Number, and Note Pinning
We're using the webform feature and are running into some limitations. Name field - I am having issues with people not filling out their full name in the name field. Can we split the name field into first name and last name? I've seen posts about making custom field for last name but I'd like the two to be tied together in…