Submitted

need help creating filters for deals
can anyone help or point me in the right direction to create filters in deals?
Include actual E-Mails written in "Last activity date" on Organizations List view
This would be helpful when planning a sales trip and checking who was contacted at what point in time. Its relevant for priotitization and just getting an overview. For clarification, I mean e-mails written via Outlook / Gmail, not the acitivity type "schedule an e-mail"
Unsubscribe list from other email sending software easily imported into Pipedrive Campaigns so conta
We are interested in Pipedrive Campaigns but currently use Campaign Monitor for our email campaigns. In Campaign Monitor we have a suppressed list which contains the emails of people who have unsubscribed to our marketing emails. Obviously this is extremely important, and we would want our contacts in Pipedrive Campaigns…
Automation Emails Not Triggering
Hello, I use email automations for when a card is moved to a particular stage. For the past couple of weeks, all of the email automations for when cards are dragged to a particular stage either do not work at all or are significantly delayed for no reason that is set up within the automation. Can you please advise on some…
Private view options for custom sidebar boxes
Hi there - would love to request that Pipedrive add a custom sidebar option that is able to be viewable ONLY by the user who is logged in. There is some information I would like to keep private from other viewers who share deals and currently this option is not available.
VPAT 2.0+ / Accessibility Conformance Report
Hello, does Pipedrive provide an up-to-date VPAT 2.0+/Accessibility Conformance Report? Thank you for your reply.
Restrict movement of deals to certain user groups
We want to maintain visibility of deals across the pipeline, but restrict certain users from moving deals from one stage to another. @Product Team For example, we have a pre-sales team and technical integration team, and two sequential funnels that correspond to each. We want the pre-sales team to own the first funnel…
Cummulative Trends Insights
It would be really insightful to create graphs that show cumulative values as a trend and the quarterly/yearly add to that. Photo from https://www.extendoffice.com/documents/excel/1534-excel-cumulative-chart.html
Organizing deals in Pipeline view based on Date created
Wouldn't it be really useful to be able to organize deals in the pipeline from the most recent ones to the oldest ones?
Merged: Mention feature in Activity Memo
This discussion has been merged.
Scheduler link parameters
Hello ! It would be really nice to have the possibility to choose the language of the scheduling pages, as well as to be able to fill in the customer's contact information in advance in the URL. Like so : https://xxxxx.pipedrive.com/scheduler/xxxxxxx/call-deal/?lang=fr&email=doc@brown.com&name=Dr Emett…
feature request: non-integer products_count on 'deals' endpoint
The reply on the deals endpoint produces a products_count that is rounded. I can get non-integer numbers of products on the deals/{dealid}/products endpoint, but I need a separate api call to do so. Can you add a property like 'rawproductscount' that contains the unrounded number of products?
Sidebar Boxes
It would be super helpful if there was a way to customize the boxes in the sidebar like details, person, organization, etc. I know that you can hide and rearrange those boxes but it would be nice if you were able to add in your own box with its own fields. Especially in the real estate industry, there are different stages…
Monetary display non cents
Does anyone know how to get Pipedrive to be consistent/uniform in its display of monetary data? It seems to only show cents (US) if there are any to show. For example, $5,400.50 displays correctly, but $4,432.00 should ALWAYS display "$4,432.00", not "$4,432". See these examples of inconsistency that hinder readability:
Is it possible to have this open in a moveable window to all visibility of the record notes etc....
WCAG Guidelines
Hello, is Pipedrive updated and current with WCAG guidelines? If yes, what version is it? Thanks in advance.
Emails linked to Leads and Deals
Hello, Here is the issue I'm facing: * We create LEADS in Pipedrive. * If they reply, our email automation tool automatically creates DEALS. * As the contact persons are present in both LEADS and DEALS, we can't see the email conversations in the DEALS Is there any way we could make sure email conversations get marked to…
How to discount scam filters from the open/click through stats
Hi there, I have recently sent out a campaign and was excited to see so many opens and click throughs - however I think that the figures are inaccurate as this may be recipient spam filters checking the links - is there anyway to discount these from the reports? #Spamfilters #Campaignreporting
Resubscribing, new Opt In after Opt Out?
It is a great feature that contacts can subscribe by filling out a webform. But it does happen, that contact unsubscribe and make up there mind later down the road and want to subscribe again. It seems that this is not possible as of now. If a contact unsubscribed and fills out a new form with the wish to opt in again,…
Locking fields so they can only be edited by Admins
Is it possible to create a custom field that is either just there for reporting or can only be edited by the Admin? We want to track the source of the data and will be using multiple sources. We will then be able to report where each deal came from and which sources were more profitable. I can create the "source" field and…
GMail / G-Suite support for multiple domains
Gmail / G-Suite supports sending from multiple domains. However, sending from PipeDrive when integrated into GMail only support sending from the primary domain and allow you to use any of the other domains.
To-Do List
I vote to have a section of the site that is a to-do list that is not directly correlated with a date or deadline but acts as a reminder for long-term, ongoing tasks/projects
Fine-Tune Email Tracking
I've noticed that if I happen to open an email that I've sent for whatever reason (maybe to Ctrl-C some copy, or to check what I told someone), email tracking counts it as an open. It'd be great if you could exclude user IPs, or synched email addresses from counting towards the engagement totals - I leverage the engagement…
Need the ability to template the title of smart docs
We create a few documents per deal (a quote, an agreement, etc.) all documents (even though created by different templates) come out with the same title in Smart Docs - it uses the deal title every time. It would be useful to create the title as part of the template
Sending delayed emails - creating short email sequences
I am looking for an automation option to send email sequences. I want several delayed email messages to be sent at a particular time in future, for example, several follow-ups to be made after a week, two weeks, month.
I'd like to have the ability to link to a dropbox (etc) folder from the organisation view
Hiya, it would be super helpful to be able to add a link to a folder from a custom field in the organisation view. A number of my clients have many many files that are gathered over years so uploading them to their file in pipedrive isn't really practical as it would take too long to scroll down to a particular one via the…
Selective email syncing
We migrated from another CRM, Close, where we first manually had to enter a lead's email address, and then the email syncing kicked in. I loved the fact that I could work in my normal mail client, wherever I was, and did not have to worry that many of my unwanted emails get synced to the CRM. It would be amazing to have an…
Editing teams workflows and ID'ing what's running
We need the ability edit our teams workflows, admins should be able to edit or adjust anything and right now that's not the case. Also, the ability to identify running workflows to help debug what's triggering and adjust if needed is essential.
workflow automation to create event in the future
not sure if this is possible to create, but it would be really useful to have a workflow automation that was able to create an activity a certain period of time after the criteria were met. for instance, we run projects and more than ever our costings are constantly changing. it would be cool to have an automation that…
Feature request for Pipedrive Campaigns to allow changing Pipedrive Person marketing status from Uns
A Pipedrive Company will likely test different features of the new Pipedrive Campaigns to decide whether it is the right tool for them. While testing, they are likely to use their own work email adresses. Once the unsubscribe feature has been tested, it is impossible to change the marketing status back to subscribed again,…

Submitted

Discussion List