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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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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: Email Folders
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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Merged: Visibility of activities - urgent!!!
This discussion has been merged.
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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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Filters & Data Columns
Please can we add "Tick all" and "Untick all" when you are selecting which data fields you want to appear as columns when on list view or Contacts
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SmartDocs - Select Which Users Can Edit vs All or Only Creator of Doc
I would like to have the option to let more than one user edit a SmartDoc, but lock it down for all other users. Right now it appears there is only the option for the creator or ALL users to be able to edit. This doesn't work for us, we don't want all users to have edit capability, but we do have a couple people on our…
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I Please Need a Report of "Call Duration in Minutes"
I would like to know how I can get a report of total "Duration (minutes)." Currently, the only available option is "Duration (hours)." That is to broad and not detailed enough for tracking accurate daily activity. I know it's possible because when I click on a detailed report on a user, I can get the call duration in…
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What about this feature for note template?
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Retroactive Automations
Currently, pipedrive automations only work on a new deal or when manually updated. Is there a way that when an automation is created it can "execute" and update to all created deals? As not to have to create the automation and then go back to those deals for them to update. Currently, the solution is to update small…
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Let us pin filters everywhere (feature enhancement)
As i saw today, it is possible to pin filters in the deal view. Thats a great feature and it would be perfect to have this feature also in contacts, organizations and leads.
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Sales Inbox - Keyboard shortcuts and fewer clicks required
Hi Pipedrive team! Sales Inbox is a great concept, but if it is 2 to 3 times slower to process an email inbox than something like Gmail or Outlook, it reduces our team's productivity and creates resistance from the team to use the Sales Inbox in Pipedrive. Pipedrive has got to be the shortcut (the fastest way), not "the…
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Email Inbox Layout
The Email Inbox needs a usability update so that you can scroll through your email messages without having to open each one individually to view the message like how Outlook is set up. There is a split window set up with your inbox window on the left and an email preview on the right, so that you can just stay inside your…
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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!…
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Ability to Select Automations
The ability to select automations will allow us to take bulk action like deleting, labeling, or duplicating the automations.
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Shared Google drive to store Photos and video
Similar to the smart docs feature it would be nice to be able to have a pipedrive deal create a folder on a shared google drive to store photos and videos related to that deal and have a link to it in pipedrive. I've looked into CompanyCam and it's really way more than what we need for the cost. I suppose it would be very…
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Filter emails in history by user
It was suggested to me that it would be convenient if a user could choose to only see the emails they have sent and received in the contact record history.
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Improve the email text editor
There are a few clunky things that I think could be easily changed to vastly improve the email experience on Pipedrive. Currently I have to be very careful sending emails on Pipedrive because of these issues. Otherwise, they look inconsistent from my regular email client (and I need to switch between the two).…