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Handle shared inboxes in Sales Inbox - Make labels shared
We dearly want to ditch Zendesk and use Sales Inbox, but then realised it's not really a shared inbox experience because: Labels are not shared between users - if I label an email for DESIGN, the design team does not see that label in their inbox using the same email address. If I archive/delete an email in Sales Inbox, it…
Timeline on Projects ? (like on lead / company / contact views
Hi It would be great to have a timeline / history tab on projects view as we already have on Leads / company / contact views where we could see all what happenned recently on a project : tasks created / completed, sent emails etc Thank you 🙂 Charles
Field Descriptions needed on Organizations and People
This is self-explanatory! The field descriptions on Lead & Deal fields is a great addition to Pipedrive, but we need this for Organizations and People, too! Orgs are where we have the majority of our fields. Please roll this out!
Incorporate Deal 'Followers' into Automations
We would love to create an automation whereby if a deal is created and owned by someone different to the Organisation Owner that the organisation owner is automatically added as a follower. I am almost able too but the feature I'm missing is the action to add follower within the update deal stage. Right now I am at a stage…
Include "Emails Sent" In "Last Activity Date" column
I don't know why but emails sent from within Pipedrive, which are one of the main activities a sales rep can do to move a deal forward, are not counted as an 'activity' on the deals listed in Pipedrive and do not update the "Last Activity Date" column in Pipedrive. Having emails count as activities would be a major help…
Private Notes, only visible to the author.
The Birthday field post by Melissa Lautenbach got me thinking about this. I record a lot of personal details about my clients on my phone, rather than in pipedrive due to GDPR issues. Things such as family life, home area, married, kids, school, sport interests etc. It allows for a richer conversation when we are chatting.…
Projects: Different Custom fields for each project board
Hi, in the section „Where shown“, could you add similar options like for Deals? Especially the option to choose which Project Board it should be applied to? Having several project boards, each requiring multiple custom fields, makes it a bit messy when fields from all boards are shown in one project. Additonally, adding…
Making Automatically Created Activities Traceable to their automation
Hey Pipedrivers, sometimes, activities are automatically created in the background without being noticed. It would be helpful if it were possible to identify when an activity was created by an automation and if there were a direct link to the corresponding automation.
Rotting Days Counting Work Days Only
It would be great, unless there's a setting I'm missing, for only work days to count towards the 'Rotting Count'. We have a 3 day period set due to our industry, but this means that most Mondays we come in to a very red looking deals page
Ability to Access ALL Leads From a Contact and Include More Info in Search Results
Our business gets repeat customers who fill out our lead forms multiple times throughout the year for the same service. Incredibly, there is no way to access ALL of a specific customers leads (both open and archived) from the customer contact page. The only leads that are accessible are the OPEN leads. Take for example…
Reporting - Cross Entity
Now that we can create reports with cross entities in one report, it would be good to be able to segment by and then choose if its Lead, Deal, Org or People data to segment by. Currently its only based on the report type and the originating entity
Dupliquer un modèle de document
Bonjour, Ce serait pertinent d'ajouter la fonction pour dupliquer des modèles de document. J'ai des conventions de formations différentes pour chaque formation, j'aurai gagner du temps si je pouvais dupliquer car là je dois toujours reprendre le doc originale puis ajouter les champs adresse client, stagiaires pour chaque…
Creating Line graphs for comparison in Insights
The ability to create line graphs and combine reports into one graph, for comparison, trend searching etc…
Sort By Zip Code
As we work our territories it would be great to sort job sites or offices by postal code. And have them show up in google maps.
Pin Drop Feature
We sell to constructions sites. At the beginning of construction many of these sites do not have physical addresses yet. It would be nice to click to add pin drop or coordinates.
Campaigns: Receiving auto-replies and bounce notifications to the reply-to email
I was told Pipedrive made the decision earlier this year to stop generating auto-replies and bounce notifications for campaigns to the reply-to email. This is a critical part of maintaining the integrity of our CRM, and our old email marketing platform Mailchimp was providing this. Please bring this back.
Attach Zoom Meeting Cloud Link To Deal
FEATURE REQUEST Our sales process heavily relies on Zoom Meetings, Pipedrive's Zoom meeting integration is great, but would be brilliant if it imported the Zoom Cloud Based URL for the meeting once it was completed. We have multiple advisors connect with our clients at various stage through the sales buying cycle, having…
Make the product section in the Pipedrive deal a required field.
At the company I work for, I am responsible for using Pipedrive and the data the sales team put into the system. Now I often have the same problem that our sales team does not fill in the ‘products’ piece in the deal. This part is very important for our company to see what products are in the ‘pipeline’ and, of course, to…
Deal Labels -- Change order of appearance
Hi. We are making much more active use of deal labels, which involves changing and reorganizing labels in addition to just assigning them. The fact that the labels drop down list always shows them in chronological order leads to lots of scrolling and means that the labels that are most likely to be (almost) obsolete appear…
Settings to change the Document expiration date
60 days is sometimes not long enough for my clients workflow (using for Travel Waivers, not sales contracts) I would like to see a global setting for doc where you can specify the duration prior to doc expiration and/or turn of expiration.
Product datafields
Hi everyone. We are facing a problem with product datafields periodically. Why can't they be seen in deals? Thanks
Boolean: True / False Fields
I'm 100% sure I have to be missing how to create a true/false field besides a dropdown field that contains true and false values only. Can someone please tell me how to create a boolean true/false field? Thank you!
Notifications - Close button
Hello, it'd be a nice have being able to close the notifications that pop-up in the bottom right corner when any update is performed wherever.
Address Field NEEDS Zip Code!
I've been using PIpedrive for 10+ years, and the address validation that occurs during entry is great -- except it doesn't display the zipcode unless you start to type it. The funny thing is the Zip Code is decoded and stored the the deals table custom field, available via the API. I need it to display in the field for…
Email: Reply on top / Send button always visible / Cmd+Enter to send / Move tools above typing pane
First of all, I love PD and have been using it for more than 5 years. Yet, there's a few things that have always driven me nuts. Here's a few of them pertaining to emails. Whenever I want to reply to an email, the reply pane ends up at the very bottom of the screen, below the messages. The send button often ends up out of…
Can we CC on Group Emails
Is there a way we can CC specific additional personnel on Group Emails in Pipedrive
Edit data fields in leads table views (like you can for deals/contacts/orgs)
Currently, when you want to edit data fields for leads you have to click into the lead before you can edit the field. In the deals view (and also contacts and orgs views) you can edit the deal data fields from the table, not having to click into each deal. This is much faster and more efficient for editing deals quickly.…
Monthly and Yearly Calendar
I was surprised to find that Pipedrive doesn’t offer a monthly or yearly calendar view, which is a common feature in most CRM software. Even more surprising is the lack of flexibility in choosing custom date ranges, like 3-day, 5-day, or 7-day views. This limitation makes it difficult to manage events efficiently, as I…
Better Contact Timeline
Hello, I love the Contact Timeline feature because it helps put things in perspective. Currently the contact timeline only shows future events if the 12-month option is selected, and even then, it only includes events from the same year. It would be very helpful if, along with past events, we could also see future planned…
More Email Filters
It would be incredibly useful to have enhanced email filtering options. A few suggestions include: Adding a filter to search for emails from specific dates. Offering a filter to search by subject only, without including the email body (and viceversa) Introducing a filter to find emails associated with specific projects.…

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