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Personal email labels not shared with team
Today everyone in the office synchronised our emails to the Pipedrive account. We previously used labels in our gmail account for our personal organisation and then started adding labels to Pipedrive email as well, but we noticed that the labels we created within our account are shared with the whole team. Is it possible…
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Create new contact from Email if it doesn't already appear in your address book
Hi I would like the option of being able to create a lead from an incoming email (not using the lead booster function). I haven't found yet how to do that. Is this something on the roadmap please? Thanks Purnima
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Adding multiple Contacts/People to a Lead
Seems like you can only have one person on a lead. Would be nice to be able to have multiple contacts, as we keep opportunities in Lead status until we have a shot at it (at which point we convert to a deal). But, up until that point, we may discover multiple organization contacts (and organizations!)
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Keeping follow up email in the same thread (workflow automation with delay)
Hi, I have set up an email sequence with workflow automation, in which an email is sent whenever a deal is created at a certain stage. If the deal is still at this specific stage, I have set a delay function of 2 days. After 2 days a follow-up email will be sent. This process works perfectly fine. However, the 2nd email is…
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Email Inbox - Filtering
Hi PD - an extremely helpful feature to assist in the use of the inbox would be able to have additional filters. currently, there are only ones associated with Deals (amongst a couple others), however, none associated with leads. It would be great if you added in a Leads filter as well, and be able to have Leads and Deals…
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Adding field information
Hi PD team, I have a question about the option for adding custom extra descriptions for the custom fields in a similar way as you have in the configuration settings As of now, we have slowly passed the critical point with custom fields, and I see that users have problems understanding what is needed and when.
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Add 'Archived' label to Leads when searching
I have a feature request: would it be possible to add an 'Archived' label to archived Leads in the search results pop-up window, when using the search bar in the top header of Pipedrive
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Sales Inbox Userface
I like the Sales Inbox and I have been using it a lot more where I have more projects to manage. But I am struggling with the userface when viewing an email thread, most of the time I dont know where I am in the conversation due to the way Pipedrive opens an email i clicked in the inbox. Sometimes I dont "see" the email I…
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Workaround for lack of Google Workspace alias domain support
Hi all, For those of us setup with Google Workspace alias domains the lack of support is really frustrating - it's basically stopping us moving to Pipedrive. Here's the main thread on that: I've come up with a really simple workaround though - using the smart BCC option in gmail to automatically BCC all emails so they end…
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Increased Size Options for Pictures of Contacts/People
The Contacts/People tab is excellent. However, I wish their image in the top left could be adjusted in size, so it is easier to see their face. The photos are tiny, and often we can't tell what someone looks like when pulling up their contact info. Suggestions: Allow for a back-end setting that increases the size of these…
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Better Email Signature Options
It would be helpful to have a customized email signature options. We have had a hard time matching our company's email signatures on Pipedrive. We can't add our photos, logos, or social links as desired.
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Reason for loss. Mandatory to optional.
Hello, I have been using Pipedrive for a long time and I have difficulty in continuing to change the status of deals to lost deal, due to the mandatory reason for loss, this significantly delays my management within the tool. It would help me a lot if there was a way to remove this option and leave it as optional!
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Allow for one person to be linked to different entities
I understand why this would be complicated to set up but I hate seeing the duplicate notification or even having to correct a person's info across different profiles. They can have separate emails linking them to each business, but at least they're the same person.
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Round-robin in Scheduler
It would be great if Pipedrive's Scheduler had a round-robin team scheduler, so clients can schedule a call with either of the company's employees depending on their availability via one link (the same way as it's done in Calendly). I would have helped to use Pipedrive's Scheduler instead Calendly's for $32/month.
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Editable custom data fields from org/deal/person page
This one bothers me, like a lot. Let's say I have a custom field under organization to be filled out in qualification that lists the prospective org's current system used, let's call it "Current System Used". This is a drop down select list field. I go an find the top 50 systems list somewhere online and paste those in as…
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Automation based on a condition on "Revenue" data
Hi Team, it would be very helpful for us to set up an automation that triggers the delivery of an email in case a deal has no data within the Revenue module (Billing Plan): I've tried to do it but I see no way to use those data (Billing Plan) as a condition for an automation on Pipedrive. It would be great to develop it,…
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Nearby Organizations, Change Map Point Color
When you click on the address and bring up the map to show nearby organizations, it would be great if you could assign different colors to the map points. For example for organizations, we have a custom field to differentiate the organization by business type. It would be great if we could change the color of the map point…
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Merging improvement: Check if the only difference is http & https
Hi there! First off: Love the software. The one thing I found gives me quite some work and I belive is easy to fix is this: When getting data from different places, sometimes I end up with duplicate people or companies. It is fine, the merge works quite well. One of my custom fields, I use to store a url. In my case…
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TAGS
Is Pipedrive ever going to add Tags as a feature? Not Custom Fields which have a different functionality Tags allow you to easily view data in a segmented view based on the tag(s) assigned. Custom Fields requires you to build separate filters for every possible view. If you have just 10 data points in a Custom Field, then…
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Deal Card Customization public for everyone
Hi @all is there a plan to have Deal card customization created for others? For example in my role I'm reponsible to check the pipelines with the different Sales people and I would like to give take some work of them and also integrate the agreed views per pipeline for them. But as of now editing is only possible for my…
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Archiving Deals
We have a need to archive deals so that they are still accessible but do not want to win or lose them because we have Insights and Goals set up that would skew the data.
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Multi Email Field
It would be useful to have a field where i can input multiple emails into one field that can for example be cc'ed on an an email in an automation or the receiver(s) of the email itself. As of now I can only use "person" fields for single emails and is causing my deal add view to be overly congested and cluttered with…
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How to improve privacy while sharing two-way sync calendar with pipedrive?
I started using two-way sync with pipedrive. Really cool as I do not have to duplicate stuff in pipedrive. However, a lot of meetings I create in my calendar are not related to sales and I prefer not to share their content with others. Since these events are synced in pipedrive as my activities, everyone can see them. Is…
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Question: Drag-and-drop file upload sometimes doesn't work
Greetings, I have a problem with drag-and-drop file upload, and I'm wondering anybody have the same problem. When I tried drag-and drop file upload, sometimes it doesn't work as expected—the browser opens the PDF file in a new tab instead of uploading this file to a Pipedrive deal. * Steps to reproduce:* Under Windows 10,…
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Keeping files in a deal organized Pipedrive Sync
Keeping files in a deal organized We often run into having a very cluttered filing space as the e-mail signature images & several revisions of our product designs are moving back and forth creating confusing situations for our purchasing dept & quickly getting the right & most recent files. Possible Solutions are the…
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Toggle Between Different File Types
It would be great if we could toggle / navigate between different file types saved to a deal, we often have PDFs and PNGs saved and we have to have mutliple tabs open.
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Exporting Email Insight Reports
I am wondering why it is currently possible to export specific data sets and full tables within all insights report types except for email reports. Our team uses insights to track the open rates behind certain group emails that we send via Pipedrive email sync, but not having the option to export and filter further renders…
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Feature request: help text for fields
Would have been great to have the possibility to add help text for fields. For example there will be cases where you want explain what spesific information a field should contain.
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When will Pipedrive integrate projects into its mobile application?
Hello dears! Do you know when Pipedrive will develop the projects module for the mobil app? The project is really important for me, and navigate from the safari / chrome in my iPad work really bad (I have and iPad Pro M1 so that's not the problem). Has Pipedrive mentioned anything about this? Does anyone know something?
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Calendly vs Pipedrive Scheduler
Hi All, I wanted to get some insight on how everyone is using Pipedrive scheduler currently to see if maybe there's a better process that I'm missing. I have a few teams that always revert back to Calendly for a few reasons and if anyone know's a better way, I'd love to get everyone back to pipedrive only solutions :)…