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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…
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
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…
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.
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
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…
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…
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…
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.
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!
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.
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…
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,…
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…
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…
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.
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…
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, a…
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…
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…
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.
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.
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…
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…
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?
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
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…
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…
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…
Merged: Please expand Email Templates
This discussion has been merged.

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