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Global search function - AND multiple words, and respect quote marks if used
I'm using the global search to find emails. I'm looking in Outlook and I can see the subject of the email was "Re: (EXTERNAL) SoW for design and build of website" And I want to find that email. So I type sow for design I am shown results that match sow. design. for. I would expect the search to prioritise the emails with…
Sales Emails Reporting
Pipedrive 'Campaigns' is great for marketing emails, but salespeople have to write emails as well, to unsubscribed people. The reporting for sales emails is very basic and missing critical pieces like bounce rates, reply rates, attachment opens, unique opens. We can see how many times someone opened an email, useful, just…
A link to the deal and/or the contact in the calendar entry
With Pipedrive, you can specify that details about the deal and/or the contact person should be saved in the Outlook calendar. This is already good but not good enough. However, there is no link in the Outlook calendar to jump from this calendar entry directly in Pipedrive to the right deal or the right contact, in order…
Can't Add Product Code As a Column In Deals List View???????
This has surely just gotta be an oversight. It's not available as a column to add! And I sure don't want to create a custom field for it. Absolutely critical that we see product codes in list view.
Is there a way to export the summary part of the report table?
I can only get the export option when the "Deals" tab is active, however there are some scenarios where it would be helpful to export the "Summary" tab contents to a spreadsheet.
Shared Draft Emails
It would be great to be able to automatically share draft emails for shared deals/contacts/etc. In the spirit of teamwork on deals, collaborating on communications is critical. Kinda mission critical for us and oddly absent from the platform.
Group Meeting Booker for Teams
Your Scheduler tool is great but it only allows you to create a Meeting Booking Link for one representative. It would be great to be able to create Meeting Booking Links that connect to the calendars of multiple members of your team. Think of a lead submission form on your website - you want this to connect to all of your…
Multiple Users In An Activity
Hi there, I've seen similar posts requesting for that ability to add multiple users to an activity but no useful responses to the issue. Is the only current workaround to add other users within Pipedrive as contacts so they can be invited as "guests" to an activity? Thanks!
Merging leads & archiving leads
Loving that the Leads Inbox got a revamp recently. I'm wondering if there're any plans for the ability to Merge Leads & to have Lost Reasons (or Archive reasons) for leads? I'm pretty sure I don't have to explain why I'm asking - it's pretty annoying that we cannot merge leads, but have to convert the leads to merge the…
Feature req: Custom data field to Deals and Leads too
One can add data fields for Persons, Organisations and Users but not for Deals nor Leads. It ought to be quite simple to add such a type to show as a similar "Tag-drop down". We sometimes have a subdeal or two. Currently we have a textfield "Related to" that one can add the deal-ID to. A bit 90s UI to fill in into a…
Improve bulk lead to deal conversion with
When converting leads to deals in bulk, no options are provided: It would be nice to be able to set some fields in bulk during this bulk action: owner, labels, custom fields, etc, as seen in the standard lead > deal conversion panel:
Edit leads in table view
Similarly to how you can edit deals in the table view we need to be able to do the same for leads - it is so much more time consuming and you lose context when you need to click into the lead to edit the information
Lead activities and notes
All activities and notes from the contact and organization should be visible from the lead view - or at least a toggle to easily make that an option. When we go to contact leads we need to see the activities for that contact so we always have to scroll down and open that page separately.
Campaign Click thrus to New Leads
We use campaigns a lot. We add any contacts who have clicked on a campaign link as a new lead. Currently this is a very manually intensive process. It would extremely more efficient if we could set up an automation using the Person default data filed "campaign click date" as a trigger and then be able to have the…
Single option for Contact Labels
I am currently in beta phase of multiple options for contact labels and it is not working for me. I prefer the single option for contact labels as it is easier to change and adjust. Please give us the option if we want single or multiple options. Thank you!
Email Open / Link Click = Create Activity
Sooooo been looking around for a while and this seems like a very simple problem but cannot find a solution. All I want to do is assign a contact an activity (i.e. call them) after a link click or email open... Is this really not possible in Pipedrive??
Pin Notes in Projects
Hi - I'd like to add a note to my project to serve as the "Project Brief" and want to pin it at the top so it's easy for my team to locate. Can this be done? Thanks.
Sorting of deals in pipeline, by drag-and-drop.
Hi. Do you need to be able to drag-and-drop your deals, to sort them in your own order? At moment deals are shown in chronological order according to activity date overdue/due/scheduled. But I need to be able to sort them according to which ones I find most important to work on. Anyone else recognize this?
E-Signing Sharing link
I linke to share the link for the document need to be signed directly via Messages/Whatsapp. To get the DEAL closed faster. The only thing I need is to get access to the Link that is send to the customer in the signing invitaion E-Mail from the Backend. All mayor e-signing tool do offer that option
Product quantity in reports (Insights) is NOT product quantity
When you make a deal report you can show product quantities. BUT that product quantity is just how many deals that included that product not the real quantity of the products in the deals. Please make it possible to measure how many total products that is used in the deals.
Mass update product prices attached to a deal ("Add products to deal" view)
It would be great if one had the option to update the prices for products attached to a specific deal, e.g. by pressing a button (see example screenshot below). Use case: Sales rep. creates/edits a Deal in Pipedrive, and attaches products to deal (e.g. with 25 positions), then creates a quotation using SmartDocs feature.…
Sales Inbox - Collapsible Quoted Text
The current "Sales Inbox" always displays full quoted text in email threads. This clutters the interface and makes it difficult to quickly find relevant information. Please add the default feature to automatically collapse quoted text, similar to Gmail or Outlook. This would greatly improve readability and streamline…
Dynamic Fields in Hyperlinks
I set up an automation to populate a data field in a deal with a hyperlink. The hyperlink contains the organization name. It seemed to be working smoothly until I created an organization with a name that includes a space, like "Medical Therapeutics". Whenever there is a space in the organization name, Pipedrive will…
Suggestions for improving tag Features
Hello Pipedrive Team, As a daily user of Pipedrive, I’ve noticed a few areas that could benefit from improvement and wanted to share my thoughts with you. First, regarding the tags in the lead box: when adding a tag by typing, for example, "cold...," the system suggests the tags we've created, such as "cold prospect,"…
MONTHLY CALENDAR VIEW
I don't understand why Pipedrive refuses to include a monthly calendar view like outlook has. This has been a topic for at least three years based on what I have seen. The response was always, "I'll pass it on to our team". What I would like to know is what the team has been doing for the past three plus years?? Pipedrive…
LinkedIn integration or interface
Hi, are there any plans to have an interface/ integration between LinkedIN / Linked In Sales Navigator and Pipedrive? This really is missing.
Merged: Shared inbox for sales@ or admin@
This discussion has been merged.
Privacy settings change for Outgoing emails
Hello, I would like to discuss if anyone else see an issue here, and it would be valuable if Pipedrive makes updates here: If, in your email settings, you have selected that all your incoming and outgoing emails are private, no one will see them even if you send them directly from the Lead, Deal, or Contact Person view.…
Feature Request: Combining Filters
Would be great if we could create a filter that combined/excluded other filters. For instance if we wanted to build a customer list of clients who bought product A and B but not C. Given that we already have 3 filters for customers who bought A, B and C.
API - Get linked projects from Deal
Am using the API and am trying to return any projects linked to a specific deal. e.g. from a known deal, return details and get a list of linked project id's. It is in the web interface, so it must be there, just not yet included in the API. The Project API does an array with the linked deals, but this does not seem to be…

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