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Team Messenger
Would anyone else like to see a sidebar for your team with a chat option between coworkers? Or is this something already available?
Payment Schedule in Deal Record Revenue Block
Is there a way to edit the payment schedule options? Currently there are weekly, monthly and quarterly and it would be helpful to have annual, semi-annual and annual/one time options. Many of our projects are invoiced semi-annually. Thanks!
Awkward translation in iOS app: '새' for 'New'
Greetings, I'm reporting an awkward translation in the Korean version of iOS app. Pipedrive recently released Insights with Mobile, which you can easily spot with the "New" marker. English version of iOS app In Korean version, however, the word "New" is translated to "새". Korean version of iOS app This sounds very awkward…
Turn off Sync Options at the Company-Wide Level
The following options need to be added to the various Pipedrive sync options: * Email Sync: ability to toggle it off and on for all Users. * Email Sync: ability to lock the "automatically link emails to Deals" to OFF * Contact Sync: ability to turn this off and not make it an option. Our users have been mistakenly syncing…
Keep WON/LOST Deals in Pipeline View
Pipedrive should add a feature, at the Pipeline level, to toggle on/off if Deals should still show up in Pipeline view when a Deal is WON or LOST. It is really difficult to continue to explain this feature to our users because to them it looks like no Deals were won/lost. Then we need to set up a List view to show them…
How do I bulk Assign Leads or Contacts to my Sales Reps?
2 Questions 1) First off, I want to make sure I uploaded my CSV correctly. When I uploaded about 19,000 contacts / organizations from a Zoom Info CSV, I uploaded them as Contacts. Should they have been uploaded as leads? 2) How do I bulk assign contacts / leads to certain sales reps? Their territories are assigned by city…
Personalized deals view from pipeline perspective.
Hi, Is it possible to add such a feature? Goal is to change Organization to another custom deal field. I believe it could be very helpful for many organisations. There is very little space in the deal block, therefore it is very valuable to suit it to the real needs.
Exclude Internal Emails From Sync.
I'm wondering if it is possible to exclude internal e-mail addresses from our sales metrics. our emails are synced with Pipedrive, on our end of day metrics count. our emails also include our internal discussions.
It's all about data. Calling data in this case. Recently I received several questions regarding the
It's all about data. Calling data in this case. Recently I received several questions regarding the reporting options when using the one-click calls and call tracking functionality within Pipedrive. Both from within the community and from some of my clients. On the one hand, people are not aware that calls can be monitored…
Wrong translation in Korean : Workflow automation & Data import
I found out some serious wrong translations for Korean customers. Here I attached screenshot below. 1. Workflow Automation In Korean, usually '직위' means Job position, But in workflow automation this means 'Deal Title', So it must be translated '거래명' Instead of '직위'. 2. Data Import When Import Lead Data, In Korean version…
Merged: Folders for Templates
This discussion has been merged.
Merged: Having pipelines in different currency
This discussion has been merged.
Deals - Lost - View the "Pinned" Comments
When Deals are "Lost" with a Predefined reason and a Comment, you can only see the Predefined reason in the Deals list view. You can only see the Comments which are "Pinned" on the deal in the detailed Deal view. We would like to see the "Pinned" comments in the Deals list view as well. This assists us with analyzing why…
Inconsistency Google maps plug In
Hi there, we are using Pipedrive for a half year now, and have some difficulties with the Google maps Plug in. please give me your thoughts: - Pipedrive is connected with our ERP system. - We send the address detail fields tot the API of our ERP. Sometimes there is no result or a bad result from google for the address…
I want to be able to force email address entry when deal is moved from stage 1 of the deal to stage
Currently it only asks for the contact person name. When the deal is then moved from stage 2 to 3, then it asks for the email address. This should be asked already from Stage 1 to 2 as otherwise the workflow automation to send an email will not work. I have spoken to their support and they said to leave this as feedback…
Unable to send plain-text emails and sender name missing
I just discovered that Pipedrive is not sending plain-text emails anymore, even if there's no formatting in the mail. This was different only a short while ago. Is there any way to switch this back? We don't ever send HTML emails to individuals. Any help highly appreciated! Update: Support told me this is a bug and…
Where is the Recurring Revenue Growth Report?
Obviously, somebody removed the "Recurring revenue growth" report in the Insights. Will it come back? Is there another way of tracking the Expansions/Contractions/Churns?
Group users
My feedback is to be able to create groups of users or departments within Pipedrive. It sounds like a simple idea and at least for me would be very helpful. My company has 2 people that do admin and a whole sales team. Every time sales needs to talk to both people from admin, they need to tag both people in the…
Let me assign multiple emails to a deal at once
Oftentimes, I want to assign multiple emails to the same deal. However there is no easy way to do so. What I'd love to be able to do is: Once I select more than an email (1), an "Assign To" button (or "Associate", or anything like that) would appear (2) and let me pick a deal to associate to the selected emails:
Display Lost Reasons *comments* in reports and/or in deals List view
This would be a useful functionality to us.
Workflow sending emails: Set Date
Feature Request: In workflow automation, we can select to send an email on a condition match. Is there a way to place a DATE field of WHEN the email(s) will be sent? I would like to have the event trigger a series of emails but each one on different dates that the emails go out. Adding this field seems like a simple thing.…
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…
Customizing the Scheduler
I'd like to see the ability to customize the scheduler with our company logo instead of the Pipedrive logo. Any chance of that happening anytime soon?
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…

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