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Leads and contacts
Why are the leads sections not automatically populated from my contact list? I just want to convert some of my contacts to leads, is there an easy way, and not one time bulk, to do this"?
Font choices in Pipedrive Campaigns
We are heavy Pipedrive users, so we were beyond happy when we saw that Pipedrive Campaigns was launching so we could migrate over from Mailigen. I spent a few hours yesterday creating a template for our company: setting up header, footer, contents, imagery, logos, etc etc. I then copied in some pre-planned text from a…
Carry fields from Deals to Projects
When we convert a deal into a project, much of the data carries over, but not all. We would like to carry the 'Value' field over, so in addition to seeing see how much potential revenue is in the deal pipeline, we can also see how much revenue is in the project pipeline. Additionally, we created a Cost Basis custom filed…
Custom 'duration' reports in Insights
Hi team, Is it possible to produce custom 'duration' reports in Insights? For each new deal, we set a 'lead date' and a 'qualification date'. I would like to know the average duration between the lead/qualification dates and the deal won date. Right now, I only seem to be able to run a 'Duration' report on the entire…
Tracking page for the customer
When I buy a burger, I get a link to a fancy webpage where I can track the status of my order. Is there a way to provide something similar to our customers? The idea is to expose only part of the information in the deal.
Asking for Proposal and Contract Integration Feedback
I am currently looking into Formstack for our proposal and contract integration, and there aren't any reviews with the integration capabilities. Is anyone utilizing Formstack as their proposal and contract solution? If not, what are others using?
Add note to phone number or email
Hello, a lot of our clients have multiple contact information (multiple phone numbers or emails) and distinguish them with 'work,home,mobile,other' is not enough for us. Is there a way to annotate phone number or email? Or do you plan it in your roadmap? Thank you. Maros
The lead tab and function in activities needs a lot of work A lot
First I want to explain what I see from leads. I think it is a great idea to have separate leads from your active pipeline, we were waiting for months for the integration of caller in leads and finally, we have it and it works fine. However, the LEADS function is still far away from the Pipedrive standard. My leads…
Quickly navigate between different Pipelines on main deals page...
For those who use multiple pipelines (like I do) I think it'll be a great idea for a user to add 'Buttons' on the deal page at the top of the screen for the pipelines they frequent the most, rather than having to choose the dropdown... circled in red is what I use now to switch between pipelines circled in blue is a lot of…
Deals Layout - Is anyone experiencing the same thing?
Hi there; I have been using pipedrive for a few mouths and have a couple of suggests / comments that a pipedrive support person recommended that I post. Here they are: * On the Organization page, I would like to see of the open deals for each customer. Currently there is a 5 Deal limit that are shown on the main page. You…
Linking notes/activities from Organization to Deal, rather than Deal to Organization
Spoke with a very helpful representative earlier, regarding a potential struggle our company is facing. Currently, posting to a deal will auto populate on the corresponding organization. However, due to coding and how the items are linked; it isn't possible to post a generic update/note to the organization and it auto…
Smart Doc Improvements
Smart Docs with eSignatures are a great alternative to Docusign, Hellosign etc. but they're missing a few key features that would really improve them and make the transition from one of the alternatives much smoother. * Allow recipients to complete fields as well as signing e.g. filling in their contact details or those of…
Mandatory attachment on email templates
Hello developers, most of our emails need an attachment like an infomemo or a NDA. We use the same email template but different attachments. Therefore it is not possible to integrate the attachment in the email template. Unfortunately sometimes we forget the attachment and send the email naked. So it would be great to have…
Customize what shows up in tiles
Feature request: one thing I would love to see is being able to edit what shows up in the tiles in the Pipeline view. Our teams want to be able to change this information based on their needs. Any plans for this?
Use Original Time of Forwarded Emails
When I forward an email to the BCC address (e.g., a reply I received), Pipedrive is using the time of the forward to sort the mail in timeline views, not the time the original mail was sent. This may lead to mails showing up in the wrong order, if I'm not careful to forward them in chronological order: It would make things…
Drag & Drop Steps
It doesn't look like we can drag & drop steps in automation workflow. Is that something that is being considered for future enhancements?
E-Mail template "Product field" not available
Dear all, I have created an automated workflow triggered by a won deal to inform our after-sales team. To provide the necessary information, different fields are drawn in an E-Mail template. Unfortunately the important field "products" can not be selected to be sent to our after-sales team. Am I the only one with this…
ZIP CODES IN ORGANIZATION DETAIL
It is ABSURD to me that Pipedrive hasn't AT LEAST allowed for the separate zip field to show up in the sidebar of the detail view of an organization. The field is available in the organization list but they can't add it as another field option in the sidebar? That's ridiculous. This is the MINIMUM viable solution Pipedrive…
NOTES in the pipeline stages and colors
hello, can you please add to the stages in the pipelines a text space to add like NOTES, on how to use those stages, something that I can fill to explain how to use the flow, the stages the pipelines.. so my staff members can just hover on the title of the stage to see this text or click on an ICON? Maybe also add the…
Keep a Record of Lead Labels when converting to Deals
I'm not sure exactly what the best way of doing this would be, but I was a bit surprised after converting some leads to deals that any labels that had been attached to the Lead disappeared, and I couldn't find a record of them anywhere.
How did you solve the problem with multiple brands under one company in Pipedrive?
Description of the situation: I have two brands (currently two different companies in PD) These companies exist only to send emails to clients from different domains (ABC, XYZ) Those brands are selling different products, have different communications, etc. but they are supported by the same PD users (salespersons). For…
Custom currencies viewed in Insights
I'm organizing Pipedrive in a way that will provide clear information about the bonuses that are associated with the deals. I've used the custom currency to create a custom value, and associated it with products that are representing bonuses that are added to the deal by a salesperson. Thanks to this we can easily track…
Total Completed Activities Duration per Deal
Hi, It would be good to see a total duration of completed activities easily on each deal page. In order for me to track the amount of effort that is spent on an individual deal I have to currently pull all activities out in a .csv and total up in Excel. We are keen to be able to see how much time is being spent on deals…
Removing time (Hours/Minutes) value from Created Date
I would like to have the values presented in the Deal Created section to only show Day-Month-Year and not have the minutes & hours shown. That is of zero value to me when running a report and, when exporting to Excel, it makes it more difficult to sort by that value. The Last Activity and Last Stage Change represent the…
Post about zip codes every day until problem is solved
Need zip codes still... Zip Code
Using "Convert from Lead to Deal" in Workflow Automations
It would be great to be able to set up a workflow automation that is triggered by a lead being converted to a deal, rather than just any deal being created. I know there's a workaround where you can fill in a custom field on the lead first, and then check if the custom field is filled as a condition when the deal is…
Bulk Smart data search
If we can bulk smart data search the customers or organizations it would be more efficient for existing customers. We have plans to use Mapsly and this feature could help extensively. Also, for those who transfer data from other CRMs to Pipedrive and to add the address and other details which the old CRM did not have, this…
Technical support & advice: My email getting so many "opens". True or something else?
Please let me know what specifically I am being told about Ted opening my email. Did he rally open my email this many times/did he forward & others opened/is it an outlook action on my or his side? Please let me know what this tells me. Thanks
List leads on a Person / Organization profile
Leads are painfully hidden. When I go to a person or organization, just like Deals, I should see a list of leads.
Personalize individual mails in Group Mailings
When we send group mails with dynamic fields, it frequently happens that a couple of mails cannot be send or turn out wrong, because the field was not set or set incorrectly (in the particular mail's context). It would be really helpful to be able to fix such mails manually before sending out. Workflow would be: * Select…

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