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Attach Existing Lead to Existing Opportunity (including attachments)
Can we have an option to associate an existing Lead with an existing Opportunity (including the associated notes and emails). We often have leads that drive towards a bigger existing opportunity - we can currently only associate the person record as a Participant, and this doesn't bring across their associated…
Need a way for leads to have "No Assignee" when new
When a new lead arrives in we may not be sure which account executive will take it (first person or best person etc.) so we need some to just sit in the lead inbox for anyone to take. Is this planned functionality? Requiring an owner is very limiting.
Improve or create new SMART Contacts/Organization/Deals sorting/filter by Country (or region)
In a perfect world, every Pipedrive user is creating the contacts and fills all PP fields. In the real world, he fills only a few of them, like name, phone, email or even worse - contacts are created automatically by BCC (Name+Email). This created huge problems when your sales lead says: "Hey Roman, list me all customers…
Setting activities for multiple leads
Is there a way to add a single to multiple leads at the same time? I want to set a deadline to contact a number of leads. But I can't figure out how to set the deadline for multiple leads at the same time. I have to go into the leads' individual pages. Anybody?
Ability to configure visibility of goals without having to turn off visibility of all peer data
I to be able to restrict visibility of individuals goals without having to restrict visibility of any of their data
Set a payment schedule
Hello, We are selling industrial equipment and the revenue is paid in different installments after the sale as a % of total sale: Ex: Signature: x % Signature +3 months: x% Signature + 6 months: x% Signature + 7 months: x% ... I don't see such an option for in PD, it could be very useful for more industrial companies…
Configurable buttons to trigger automations
Would be great if there were configurable buttons that can trigger Automations (like send out Offer, update deal stage, and so on) from different places. Also to insert text/templates into notes/activities since a lot is standardized in sales process and now has to be copied/pasted from other docs. So a general…
Create Activites from Organization/People -list
When we have made a selection on what Organizations to work on, we cant create a Activity from that view, we can Export to mailshimp, send mail, even Show on map, but not Create activity. ?? It should be a standard feature according to me and seems easy enough to add.
Question on HIPAA or PIPEDA Compliance
Hello, would like to clarify whether you comply HIPAA (US standard) or PIPEDA (Canadian standard) ? This information will be very useful for us on considering using your tool. Thank you
Changing order of notes
Hello, I'd like to ask, if it is possible to change order of received and sent notes/emails at Contacts/Organizations. Now, the newest are displaying at the top and I need to reverse it, so that the oldest are displaying at the top. I want to summarize what was the the way of contacting each company and to analyze which…
Filtering 'Done' Activities by Activity Type
When you try to find an activty in the "done" section of a deal or organization, you can only select all activities which can be a lot. The suggestion: to add some kind of drop down bar to let you pick a certain activity type. Why: We want to log our comprehensive meeting notes in pipedrive, but with so many activities…
Merged: Please increase maximum Devices to 5
This discussion has been merged.
Workflow Automation Assignment / ownership
Due to the limitation that emails are always sent from the address of the person that created the workflow it would be very convenient if it was possible to either assign a different users email address to that workflow for sending emails or transferring ownership of the automation to the account you wanted the emails to…
Live Chat Features
Hello, I would like to suggest a feature that will make LeadBooster Live Chat feature even more desirable for all Pipedrive users. Features:- Geographic Location: Being able to see Geographic location of the users in the Live Chat will assist with processes, region specific pricing, and customer closing tactics etc.…
Revenue Subscriptions connected to selected Products with Invoiced: Recurring.
It's great to have the new Subscription option for Recurring revenue in a Deal. However, this is not linked to any Products. Products also have an option to set for 'Recurring' or 'One-off' - It would be awesome if you set these and add them to your Deal, it will accumulate the in the Subscription, where it would count the…
Subscription + Product Revenue in same 'Revenue Forecast'
For companies that ours that sell both one-off products, as well as yearly subscription packages, it would be helpful to a) be able to add both in a common place - either under the 'revenue' section, or as a 'product' b) recognise the revenue from both in a single revenue forecast graph. currently products show in the…
Todoist Integration
Anyone working on a Todoist integration directly with Pipedrive? It's been my task manager of choice for the last 6 years. I've tried Asana recently but it didn't fit my needs. I'd like it to Todoist to be able to mirror and sync with Pipedrive so I can complete a task in either app. I know it'll be difficult to get…
FYI to other people not happy with Smart Docs...
They just added the integration for Docusign. It's sort of frustrating because I purposely upgraded for Smart Docs (and I do like the templates and such) and now I'll have to pay an extra $25/month for docusign, but all the things I didn't like that I couldn't do in Smart Docs you can do with Docusign.
Drag and Drop File Upload in Project
In a project, when I go to files, I can not use drag & drop to upload files. Also, I can only upload one file at a time which is unnecessarily time-consuming.
E-mail-lists for leads
We need to be able to reach out to many leads in one single process, and follow up the conversation (email open, automatic responses & reminders). a) Emailing out of the Lead-postbox b) generate E-mail-lists and send-outs c) followup on email opening and responses d) automatic reminders EVERYBODY is working around and…
Delegated mail
On some occasions I would like someone from my team to send mailings on my behalf. It would be interesting to add a feature that would allow another user to send mails on behalf of another user.
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!
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.
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…

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