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Filter for non-deal linked activities in insights & reports
Should be able to exclude non-deal activities (e.g. activities in someone's calendar that are not related to deals) from activity insights & reports. You can do this on the table of activities, but when looking at activity growth over time, the numbers are skewed by internal meetings and calls which can't be filtered out.
Lost Reason Comments Box
Hi, When a deal is lost we add more detail around why in the Comments box which is underneath the lost reason. However, this data only seems to appear on the specific deal and not anywhere else like Insights, Deal Filters or in Workflow Automation. It would be great in either Insights or in the Filter view to be able to…
Expand insights reporting to include cost metrics
Would it not be possible - and make sense - to expand on the capabilities within Insights, so that the cost metrics (cost per unit and direct costs) form part of the reporting? For instance, I would be fantastic to see a gross margin report that clearly shows what is earned on each deal and/or product sold. As we spend…
Purpose time option in email limits you to 4 clients per hour!
Dear team, With the manage availability option and pick a time option, it prevents to book the same timeslot with multiple clients, is there a way to implement an option to overrule the prevention of double booking? Because of the limitation of 4 clients per hour(where we sometimes have 15 per hour) it is therefore…
Follower in Project
It would be better to add followers in Project! (Usually do project not only just one assignee but also several people help that)
Events are not activities: getting rid of the need to tick calendar events in Pipedrive
Hi there, Signed up today due to a sales programm where the advisor told me to do so. I'm amazed how Pipedrive lacks features I thought where basic and that I benefit from in Zoho CRM. One of them is to treat events differently than tasks. Events are in my Google Calendar. They are how I spend my time: meetings, piano,…
Campagins module = Increased options of "merge tags".
For example if i want to send out an email with: "Dear (customer-name). We have now registered the deal (deal-name) as (deal-status) . We are happy to start working on your project, and has noted that (custom-field-delivery-date) is the day, where you want the package to arrive. Best regards (pipedrive-user-name)…
Variable Monthly Goals
Hi Pipe Community, After some good comms this week with tech support, we've established that each goal insight widget allows only a single goal value. That is great for a playbook where you may be after making a set number of activities of a certain kind each month. The situation we have however is that we wish to measure…
Entering Deals and Adding Products
When entering a deal and you add products, why doesn't your cursor automatically go to the line when you click on Add Products instead of you having to click on the new line? There are too many times I click on Add New Products and think it goes there and when I start typing, it thinks it's short-cut keys and knocks me out…
Add Multiple contacts to Existing Projects
Hello Pipedrivers / Hello Pipedrive Experts, My team and I would like to see a feature added on Projects where actually you can add a person by typing his “name”, but it would be fantastic if we could either add a filter of the operation we want or even have a list through checkboxes to be ticked. Thanking you
Email search
Hi Pipedrive team, I would like to search for all contacts that have received a certain email (subject line known, creator and date known). I was hoping to be able to search via the activity type email and would see all published emails that have been synced to PD. But this search seems only to include actual activities…
Entering Meetings for different time zones.
I subscribe to an appointment setting service in the USA that allows prospects to book an appointment for an advisor to select. The prospects could be in any timezone in the USA. I would like to add this meeting in the timezone that the prospect chose, so that when I send them an email or meeting invite I refer to their…
Remove activities from the main list
Hello.I think it should be possible to have the activities from a project NOT show up in the standard activities list. If we have many project ongoing, it clutters up the activities a lot. Could we maybe have a toggle?
Why Deal history default filter is now Activities and not All, and how to permanently revert?
Hi there, A minor but annoying issue was raised by my team today. Apparently, the default filter in the Deal history view is now Activities, not All. For example, see below when you refresh a deal page with Notes attached. As you can see, there are notes attached to this Deal - however, they are hidden because the default…
Dealing with duplicate deals due to multiple demo / form-fill deals.
Hi all! We've been using PD for over 7 years now and the problem of duplicate deals has been ever growing. I wanted to understand how you are dealing with your demo / query deals. A bit of backstory on how we create deals at our organization. We work with broadly 2 types of deals. Different sales teams get in touch with…
App panel objects limit
Hello, App panel is a great feature but it's limited to 10 objects. Is there any chance to increase that limit? It's useless for us with this limitation and it shouldn't be a performance or security problem to improve it.
Feature Request: Sign In as (Impersonate) User
Hi! It would be great if I can use my administrator credentials to sign in as any particular user in my org. This would allow for my IT team to troubleshoot and fix any issues with email sync, profile name, profile picture, email signatures, caller and more. We currently have to remote in interrupting our reps whenever any…
Subscription/Payment schedule interval
It would be great if there's were one more option for interval in Subscription/Payment schedule feature: DAY. For some cases that's mandatory to split costs over days.
Organization/person/Deal default View is WRONG
Hi guys, Recently me and my team have noted that when pulling up a PD deal, organization or person to work on, the view automatically defaults to the "activities" Tab which does not automatically view notes, emails, and files previously added. Can we revert that update to whenever a deal or person is clicked the view is…
Modifying People -block in Organization view
Is it possible to modify the people-sidebar block in the organization view to include some key details from the person (e.g. label, phone number, job title, etc.)?
Goals - Track changing goals throughout the year
With the old Reports feature, we were able to set rising goals towards the end of the year. Ex: 50 for Jan - Sep, then 70 for Oct - Dec. With the new Insights feature, that possibility seems gone. There's only one spot where you can define a recurring goal now. It now seems I have to create a custom report for every…
Subscription Forecasting
Hello, is it possible to assign customers as subscription based identifying how much and how often they pay? This would help in understanding revenue forecast, order management and advanced customer engagement increase retention
Making Pipedrive Better (Introduce Products as mandatory)
Why don't the Pipedrive ADD a functionality that we could put as mandatory an action to add products every time we create a new deal. This way we could have better insights and we would never forget to add whata product we are negotiating.
Custom Filter Logic Would Be Really Nice
Would love it if I could do custom filter logic... right now I have two different criteria groups... one with AND logic inside the group... and one with OR logic inside the group... between the groups is AND logic So it is... (A and B) and (C or D) It would be really nice if I could change the logic inside the groups and…
Pin this email to top of deal = same as pin this note function
I really like the "pin this note" function under deal = to remain on top at first sight! Would love to have the same for emails too. Quite often I experience that during the initial stage of a deal that valuable insights/scope/briefing etc. of a project are shared during enquiry stage and I would be great to have that on…
Workflow page
Please can you remove the load more function, when i need to edit multiple workflows i have to load them every time and i forget where i am
Deal idle time is wrong?
I have a deal where is says idle for less than a day.. The problem is that the deal has been idle for 15 days. Is there something I am missing? The one underneath says 10 days, but has been idle for almost a month.
I would like the same Slide in Details on Deals as with Leads and Tasks
One of my main gripes is that when I click on a name in the list view in Deals it opens the actual deals page instead of sliding in from the right as it does in leads and tasks/activities. It's just a timewasting endeavour. UNLESS of course, I am completely missing something really simple here? Thoughts?? Thanks
Download report summary
Hi, Why isn't it possible to download the summary of a report? All the information I need is there, but i can't download it so i can send it to someone else or filter. In the main "Deals" view of the table (that I CAN download), I instead can't choose to show the products, which is what the report is about. I'm guessing…
Insights: Deals/Summary table views?
Would it be possible to show also the data table under neath from the reports on Insights/Public links? Thank you

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