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Change Log and History For Leads is a Must Have
We recently had an issue with agents taking other agents leads and to our surprise, THERE IS NO CHANGE LOG FOR LEADS! There is no record what-so-ever. This is a HUGE vulnerability in the system and should be corrected immediately. PS. I'm aware that you can configure Pipedrive to prevent users from changing the owner of…
Add OR Filtering Logic to Insights
I'd love to use the Revenue Forecast report to do what-if analysis in Pipedrive, but this is not possible with the current filtering capabilities. For example, the default filter criteria on this report includes all Won and Open deals in the current forecast period. I'd like to be able to add filter criteria to only…
ACV info in dashboards/insights
My team is looking to report on ACV, this is a key metric for us as a SaaS business. This is possible in deals, unfortunately the ACV is not available in insights (charts) making it impossible to visualize progress. Please make this available asap.
Group Emails in each deal
We often work with multiple consultants on one deal. We could have over 100 emails for one deal for each consultant and we could have up to 10 consultants on a deal. This means the emails from consultants are all mixed in one list in each deal. I propose the ability to create email groups in each deal so we can filter the…
Checklist / To-do list feature
Hello, I think it would be very helpful to add a checklist feature (with use of templates) alongside the notes/emails/activities/files tabs. Ideally the checklists could be pinned to the top. And checklist templates would make this amazing for me.
Automatically Log Teams Calls In Pipedrive
Hi Product team Is it possible to add this feature in the roadmap ? Automatically Log Teams Calls In Pipedrive Vince
Images in Pipeline and List view
Could we get the ability to add an image(s) in a field which can show up in the pipeline and list view as well as an option? This image could be a small image as a thumbnail and be linked to an image in the file area of that project.
Thousands or millions toggle
Most of my contracts are either 10s of 1000s or millions. It would be great if I could either toggle per pipe, or even universally across PD, so every deal is listed as, for example "$1.2MM" or $1200M" instead of $1200000. Right now my shorthand is to have every deal in MM so I have deals from $.02 ($20,000) to $2.4…
Leads Feature, Add Files
It would be great to add files in the Leads Feature. We tend to find leads from data mining and link the PDF files to the project for proper tracking. Currently we can only do this in the Deals feature, which is forcing us to have "leads" in both areas.
Ajouter la condition "contient" pour le filtre des champs dates
Ajouter la condition "contient" pour le filtre des champs dates
Ability to reorder labels in Leads and Projects
Currently it is possible to reorder the labels list native to both Deals and Contacts - when you hover over a label in the labels pop-out menu, you will see two horizontal lines next to the 'tick' which will allow you to re-order the labels as you see fit. However, in the same labels pop-out menu in Leads and Projects,…
Better colour controls in the form editor
Ideally the embedded forms would not be served via iframes, so users could style elements via CSS. Hubspot, Activecampaign manage this but if that too large of a tech requirement better controls over colours in embedded forms would make a lot of sense. At the moment there is a global label colour setting in the styling…
Re-enabling Auto Reply reception
We used to regularly cleanse our data by removing people from our database who had set up auto replies if they had left their role. But now for some reason Campaigns has chosen to filter out auto responses so we are unable to do this. It would be of great value to our business to have them back or at least have the option…
Default Font? Abnormal formatting / spacing?
Has anyone had any luck setting a default font for email? I prefer the Sans Serif font as it matches our business aesthetic. However, the automated field (i.e., First Name) is in a different and bold font when the email sends. This mismatch in formatting and font seems unprofessional and sloppy. There are also specific…
Custom HTML and CSS styling for Web Forms
Can we use our own html and css for our web forms and submit the data to Pipedrive when a user submits the form? If so, how can this be done? Thanks.
Adding a formula capability to the date fields in "Update deal/lead/activity"
Inside an automation action, I would like to update a deal field to a date PLUS X days. For example, for my custom field "Payment Date", I would like to always get the date of the field "Expected Close date" plus 60 days (for a type of deals). Right now, the automation only allows updating the field value to "In 2 months",…
Super-User Authority to Unlink Emails
We are continuing to have problems with emails getting linked to the wrong Deals, which is hugely affecting our work. I understand all of the rules of how this happens, and I am also aware of how to Unlink them. However, the big issue that we have is that only the Sender/Receiver has the authority to Unlink the emails. As…
Filter for Undelivered Emails in Pipedrive Inbox
Currently, Pipedrive offers various filters for the email inbox, such as unread emails or emails linked to an entity. However, a useful addition would be a filter to identify undelivered emails—those that failed due to an invalid recipient address or other delivery issues.This feature would help users quickly spot and…
Leads need a Changelog
It would be very useful if the Leads feature also had a Changelog tag available, like Deals, People, and Orgs do!
How can I edit Billing frequency selection?
Hi, how can I edit biling frequency selection? I need to add 9 and 24 months and be more flexible in my selections in general. Cheers Lucas
Calendly vs Pipedrive Scheduler
Hi All, I wanted to get some insight on how everyone is using Pipedrive scheduler currently to see if maybe there's a better process that I'm missing. I have a few teams that always revert back to Calendly for a few reasons and if anyone know's a better way, I'd love to get everyone back to pipedrive only solutions :)…
Task and activity due dates to change when project start date changes.
I have a project set up under a template with already set due dates based on the start date of the project. If I create a project and pick a start date it will automatically set the due dates for each task. But if I change the start date, it doesn't update all the due dates accordingly. Project start dates change often in…
An iframe scheduler posting success event to parent
I am using a iframe scheduler by pipedrive (Lead Booster). I will find it very helpfull when a LeadBooser scheduler embedded in iframe will post an event on success when user booked a meeting. I can then catch it and react on that in my angular app. For example with cookies remember that the meeting is booked and anytime…
Calendar Sync Needs to NOT Pull in Activities from External Calendar
Currently, the Two-Way Calendar Sync has a big flaw: it copies over external calendar items into Pipedrive as Activities. This is NOT necessary, as we do not need all of our calendar items pushed to Pipedrive as Activities. We only need to be able to see what is in the external calendar so that we can know when to schedule…
Clean up campaigns using labels/folders?
Hi Pipedrivers, 👋 We´ve just recently started using Campaigns by Pipedrive and everything is great now, however I feel that by the end of the month, we will be drowning in templates (we want to keep all of them for motivation in the future). I feel like it might really help if we could label our campaigns or put them in…
Subject Filter on Activity Insights
Hi, Just explored the activity insights and found that I couldn't find the "subject" filter. Would it be possible to add this filter to it? Thanks in advance Best regards Rizky
Bulk Adding Labels
Hello there, As lead labels (and soon Contact labels) can handle multiple labels, it would be VERY helpful to be able to be able to ADD or SUBTRACT from existing labels (without having to replace all). For example: - I have 50 leads. Some have a variety of different existing labels - I'd like to quickly add a label to 25…
Projects: Different Custom fields for each project board
Hi, in the section „Where shown“, could you add similar options like for Deals? Especially the option to choose which Project Board it should be applied to? Having several project boards, each requiring multiple custom fields, makes it a bit messy when fields from all boards are shown in one project. Additonally, adding…
Create New Deal - Adding Product billing date from first view
Hello As Product billing dates are important for correct forecasting through Insights, it's a hazzle that you're not able to add a billing date to your product from the first view, when you add a new deal. Could we make this possible?
[IDEA] Filtro de actividades dentro de las Organizaciones
Lanzo idea que nos resultaría útil a la hora de trabajar. Últimamente generamos mucho historial de actividades, que se nos acoplan con el registro de campañas enviadas, aperturas, clics, etc, dentro de las organizaciones, y nos gustaría que en el Histórico se pudiera filtrar por "Tipo" de actividad para poder consultar el…

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