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Admins Should be Able to Adjust Linked Emails
As admins, we want to be able to adjust which Contact or Lead/Deal an Email is linked to. Either due to automatic linking (which we dislike and ask all Users to turn off), or through mistakes, there are often irrelevant emails linked to Deals. Admins need to be able to adjust these, but we are currently not able to do so.
Automating incoming emails
Hi group. I would like to create automation that sorts out incoming mail. For example. an email comes into my mail box that is unrelated to any deal, so I would like to detect that mail and automatically delete it. I am running the advanced version of PD. cheers
Automatic EXPAND the NOTES in the Deal History
Hi all, It seems that Pipedrive has changed the behavior for the presentation of Notes in the feed of a Deal History - now by default they are collapsed, meaning to see the notes and quickly get up-to-date with the Deal's status you have to do extra clicks (sometimes in several Notes until you find what you need).…
Dashboard for Closable Business
I would like to create a Dasboard to follow up on Closable Business and set also monthly targets to create this closable business (or in other words converts your pipeline into higher sales stages). Closable business is business that comes into a Stage 5 (Negotiation phase) of the Sales Journey. I can create this view in…
Microsoft Excel Integration in Documents tab
We integrated our Microsoft OneDrive into the Pipedrive CRM to use MS Excel. However, when we are following the below path: Deal>>Documents>>Create New then we are not getting Excel/Spreadsheet & PPT option. Whereas, your video of SmartDoc shows that if we integrate Google Drive/ OneDrive then we can get all three options:…
Automation stop trigger @ reply-email in a campaign
When using a campaign to attract leads to become a prospect customer it would be great if the campaign could be stopped when a leads/prospects starts to reply to the emails. If a campaign would continue after the lead/prospects replies as she/he is interested or convinced, any more emails could harm the fragile…
GMail Add-On Needs Email Logging for Essential Users
I want the GMail Add-On to display a "Log Email" Button on all inbound and outbound emails. How this would work, is within the Add-On settings, you enter in your unique Pipedrive BCC Email Logging Address. Then, when I click "Log Email", the Add-On will automatically use that address and forward the email to Pipedrive AND…
Variations for Products in Products detailed view -> Deals tab
Hello, It would be very useful to have the option to add the Variation of a specific product (when available) as a column on the Products detailed view -> Deals tab. This would be very useful in inventory forecasts for those using product variations. In our use case, we need to click on each deal to see what variation was…
I would love if we can organize / reorder our Lead Labels (just like we can with our Contact Labels)
Again: Email-Threading - Urgent!
Again and begging on my knees Please for God's sake give us the option to disable email-threading or at least give me as an admin the possibilt to disconnect emails from user manually. I lost several hours a week to call my colleagues and tell them that they have a fuck up in their email threads and they must disconnect…
Restrict view of specific custom field to specific users
We have different teams working in pipedrive. Not all teams should be able to view all of the information about an organization. We were planning to add extra information about each organization to pipedrive using custom fields but some of this information is highly sensitive and must not be shared with all users.…
eSignatures and eWitnessing
The eSignature feature is great within PD, however we require eWitness signatures also. DocuSign does offer this feature but it obviously requires that extra add-on just for that single feature. Are there any plans to upgrade the eSignature feature?
Products detail view feedback/ ideas
It would be helpful to... Have the ability to create groups as we can in the deal details. (group together sales order information separately from vendor invoicing information, group product specifications together such as sizes and weights and shipping codes) Have the ability to hide, move or group Pipedrive Default…
INSIGHTS - META INSERIR OPÇÃO DE ESCOLHER PRODUTOS QUE IRÃO COMPOR O GANHO
Gostaria que no cadastro de meta tivesse a opção de selecionar quais produtos ganhos seja somado no realizado da meta. Na opção de editar a meta, poderiam incluir a opção de selecionar quais produtos que quando marcar como ganho, seja somado e apresentado no resultado. Exemplo: imagine o cenário onde eu tenho x produtos…
Group organisation contact details in one place
I'm finding it frustrating that I'm not currently able to group an organisation's contact details in one place. I want the phone number, address, email and website in one field group. At the moment address appears in Summary and there does not appear to be an override to that. (Screenshot is our customer demo account) Note…
A new entity? Brand?
I have been a Pipedrive user for more than 10 years, and I have always asked myself the following: Considering that there are many companies (I would say the majority) that manage brands (either their own or as a representative...e.g. Nestlé) or entire categories (e.g. department stores) And there are more and more people…
Pictures in Leads
It´d be great to include in to the Leads new the possibility of including pictures. In some cases, when you use the Phone App, you find places o advertising, references, etc, that are important to crear a Lead.
Need Project Reporting
Hi all, We do our onboarding within the projects and this could mean that we loose a sale and also this is the true wins. We also use project data fields much more than I think they were built for. I am just wondering if there are any work arounds to report on this information or is this a feature coming up in the future?…
Campaigns - Default tracking of all E-Mail Campaigns
We are using the E-Mail campaign tool Currently, the toggles for tracking engagement are always off We generally want to track all e-mail campaigns, as a result, we always have to turn on ("Track opening emails", "Track clicking links in emails") --> Feature request: In settings, enable default tracking for all campaigns.
Why limit to 3 active sessions on different devices?
I have a computer at work, one at home, an iphone, and an ipad. Your software only allows three active sessions. I have to logoff my other accounts all the time when I'm switching systems. This is a bad architectural decision and needs to be changed. I do not understand why you'd limit active sessions to three.
Automation for new users
Dear Pipedrive Team, I'm writing to suggest a valuable improvement to your automation features: the ability for users to send personalized welcome emails to new Pipedrive users. Currently, Pipedrive automations lack the flexibility to trigger emails based on user creation. This limits the ability to automate a crucial part…
Customize Timeline for next activity on leads activity
That you would be able to customize these automatic follow up options to whatever your time preference works best for you to reach out to leads - like as an example next month, next quarter or in 6 months.... Please see attached screenshot.
Ability to create custom objects / items and attach on them custom fields.
Hi there :) I own a small web agency where we manage 50+ websites on a regular basis, including some on the behalf of other agencies. I would love to create a custom "website" type and attach custom fields to it (last time updated, contacts associated, notes, activities, etc...). I want to be able to link deals to those…
Matching Labels of Person and Organization
I have tried to create an automated workflow for when an organization label is changed, the persons linked to that organization are changed to the same custom label. At this time, PipeDrive states it cannot be done. For example, I have created custom options for the organization label for "client, former client, employee,…
Linking emails to deals in outlook instead of mail option within Pipedrive
Hi Pipedrive, Will it be possible in the future to link emails to a deal within outlook? A little bit like how you link deals with Leadinfo. I am asking because the mail function within Pipedrive does not offer all the options that outlook offers, resulting in us needing to use outlook. Regards, Lisa
Feature request : Automatically add product descriptions to the product note when adding a product t
Hello Pipedrive, I need some help Today, when we create products, we can add a label, but also a more detailed description. However, when we add a product in a deal, the label appears, but not the description which is essential. Instead, it is possible to add a note. This note should be replaced by the description of the…
Linking multiple contacts to the same PROJECT
We have multiple clients where there are multiple people in that organization we have to communicate with regularly concerning a single project. By only having the ability to link one contact to the project, we are missing emails from others inputing on that project. I know that you can link multiple people to the…
Undo Send for Email
Hi, Do you have any plans for an "undo send" feature in Pipedrive? Like Gmail, this would give you the option to prevent an email from going out for 10~30s after hitting send. As I'm using Pipedrive more to email clients and prospective clients, it would be really helpful for those mistakes spotted just after hitting the…
Would really like a way to link emails to deals in bulk!
I have a bunch of deals with the same people, so none of the emails automatically links to the correct deal. Right now I have to open each one and tag it individually which is very tedious. It would be great to have a bulk tag option to select many emails and tag them all to the same deal.
Adding discount field in specific amount/precent from total price, not only in % for each products.
Adding discount field in specific amount/precent from total price, not only in % for each products.

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