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Custom forms layout - horizontal fields
Would be useful to be able to layout/display form fields horizontally in circumstances where the embedded location doesn't have room for stacked fields.
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Calendar links with escalation to the appropriate agent according to customer request/need
It would be great to be able to generate links with escalation / attribution to the right agent (according to their skills, or according to the request and needs of the client / prospect), rather than having a unique link per user only.
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Let the customer/prospect choose an appointment location via the calendar links
It would be great to let the user be able to choose the location of the appointment, via the "general availability" or "specific links", with several options: in person, by telephone, by video depending on the connected tools (google meet , teams, zoom...), rather than having to impose it in the settings when creating the…
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Transfer labels from leads to deals
Hi all, It would be great if we could transfer labels from leads to deals. This way every time you assign a specific label to a lead, that label would then stick to deal coming from the lead, which can be pretty useful, especially if you want to keep track of the lead funnel: where it came from, and what type of deal it…
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Merged: Feature request: support time-type custom fields in automations
This discussion has been merged.
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Projects: Mandatory custom fields to move to next Phase
Hi! I would love to see the feature to make a custom field mandatory to move a project to the next phase (as we have with Deals!)
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Products Section
Products section needs a lot of work. Part a CRM is for Reps to forecast sales. Pipeline and how much commission is in their pipeline. Problem...how do you track products if you have a Deal with more than one Supplier. Example...if you have a Deal that has products from one supplier for 25 Apples and another supplier that…
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Profit Tracking
So this can incorporate a few things i think Pipedrive is missing massively. I run a business and we sell products that have set prices per products and costs, which fluctuates percentages on a cubic per meter price. our sales reps have to be able to meet certain margins with these products - but the current system doesnt…
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Colorizing activities in Calender view
Hello community and Pipedrive! I suggest adding a colorization feature to activities in calender view. For example possibility to give a color for activity A, another color for vactivity B, a third colr for activity type A, a fourth for acitvity type B, etc. Thanks for reading! Regards Carsten
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Filter based on web visitors in Campaigns
It would be nice to be able to filter in Campaigns based on URL in notes from web visitors/Dealfront. Then it would be possible to send campaigns based on what pages/products our persons in Pipedrive have visited.
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Ability to hide fields from details view
There are some fields we use to work out attribution. For instance, name of the campaign referring a customer, name of the source, etc. These details don't matter much to the sales team, but without the option to hide them from the Details view, it is one more annoying thing to look at (think really long numbers when you…
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Merged: Automatically send double opt-in requests after filling out a web form
This discussion has been merged.
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Contacts and Organizations with a "not assigned" user.
When we migrated to Pipedrive, I became the owner of all contacts. My colleagues picked up their contacts and thousands stayed with me. It is not manageable for me to have it this way. I have tried to filter in different ways but have come to the conclusion that the best solution would be a user "not assigned". We are not…
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Suggestion: Workflow Automation for Email Opened and/or Replied to
In workflow automation, it would be useful if some scenarios could be added in order to automatically tag or label a contacted person or deal. When a recipient opens an email or replies to an email, an automation could be created to tag or label that person so it is easier for us to see this information easily. For…
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How to show Leads in Organization view?
Is there any way to show Leads in the Organization view? Currently, only 'Deals' show when I click on an Organization, is there any way to show Leads as well?
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Merged: Email Folders
This discussion has been merged.
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Email folders
Hi, Does anyone have advice if you can use email folders in pipedrive. We are using pipedrive 100% for email. However there are no folder options I can find - so we can't prioritise emails. Any advice? Is this feature being planned? Thanks in advance. D
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Merged: Visibility of activities - urgent!!!
This discussion has been merged.
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Feature Request: Ability to exclude Calendar items marked as Private
We use Calendly which allows clients to schedule available time on my work calendar however, there are times when I have a personal appointment during the work day that needs to be on my work calendar but not synched to Pipedrive. Having the ability to exclude calendar items marked as Private would solve this problem.…
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Document Storage
We would like to use Projects to manage our annual client claims (clients typically sign up with is for three or five years and claims are handled annually for each client contract with various documents required in support of each claim period. We currently use Teamwork which allows us to store the various documents…
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Person's position on organisation
Hello, I have a suggestion for a function. Our situation is, that we have sometimes quite a lot of people associated with an organisation so it could be difficult to navigate quickly between them. We also have a person custom filed with his/hers position within an organisation. When we are on organisation page, we have to…
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Recurring task for Projects
Hi guys, Projects is a very exciting addition to Pipedrive! But there is one thing that hold us to move from our current project management platform to Pipedrive Project and it's recurring task. Those are extremely useful and can't be overlook. Is it on the roadmap to add the possibility to create recurring task to…
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Calendar/Activities Suggestion
When adding a new event from the "Activities" view, in the quick-add window with no details in it, the activity should by default be added to whichever user's calendar you're viewing, instead of defaulting to your own calendar. In general, if I'm looking at one calendar to see where there might be time for an activity,…
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Cheeky little email update 😀
"Write my email" is a very welcome update, hopefully we will see this in Smart Docs also 🤞
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auto registered person under contacts filter
i firmly believe your users link their social media accounts and website to pipedrive. with this said, pipedrive should have a filter to collect newly added person under contacts, whether that is automatically or manually put in pipedrive contacts, this filter of course should be cappable of a date range.
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Dropdown List Updates
The drop down list feature needs to be able to trace duplicates (Prevent them) as well as we need a way to make it easier to add them when we develop a new line item during lead creation. Currently I have to go to settings to add a new field and this should be easier.
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Insert fields for Projects
Hello everyone 🙋♀️ Unfortunately insert fields dont work in project emails as these fields come from our deal. It would be amazing once we make a deal and then create a project that deal fields also worked in projects so when we set up emails in projects the insert fields work for us - this would save us so much time.…
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Synch Automated Campaigns and Automations with “Last email sent” date
We use Automated Campaigns and Automations extensively. When we send an Automated Campaign via an Automation, we can see the Campaign emails and dates sent on each contact record, but the “Last email sent” date is not updated to reflect that the Contact was, in fact, sent an email via Campaign+Automation. Currently, only…
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Labels for Activities
I would love to have labels for activities within a deal. We have the little icons for something being a call, meeting etc, but if they could be coloured and with labels that allow us to visually understand something instead of just words that would be helpful. Doing a quote is really important so for that I would love to…
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Problem: notice about credit card data in forms is customer-unfriendly
Under all forms in Pipdrive the following sentence is displayed mandatory "Never share sensitive information (credit card numbers, social security numbers, passwords) through this form.". This is just annoying and also total nonsense. If I only ask for the name and email address in the form to subscribe to the newsletter…