Submitted

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…
Automations for a team
It would be very helpful to be able copy automations to other users and also to create new one's on behalf of other users in the team. I manage our Pipedrive usage and we have a sales team of 60 people with some of the entry level roles seeing more turnover and there are lots of automations that we have to manually walk a…
Adding Parent/Related Organizations with Bulk Edit
Hi everyone, I want to add the same "Parent Organization" to ~100 organizations, but when I select them in the list view there isn't a "Related Organization" field in the bulk edit tab. Data import doesn't seem to work either. Any tips?
Appointment Status Options
I'd like to see the ability to mark an appointment as something other than completed. * No Show * Canceled * Rescheduled * Showed Thank you
Leads conversion reports
Hello Pipedrivers! With the customers starting to use the new Lead Suite, questions about reports come up. I understood there's a workaround based on a new deals report + customized field for lead source, however it's available only on Professional plan. Are there any lead reports planned in the roadmap? i.e Conversion to…
Show Person photo on deal card
Since we can upload a photo to the person we could have it shown in the deal card just like we have the owner photo there. This helps to humanize every deal and make things easier on the pipelines.
add products to mail template.
Would like to see products implemented into a mail template. Simply add with one button your quote into mailcommunication to client!
Automation: No Activity created in the last 3 months by Deal - send email to Deal Owner
How can I set up an automation like in the title? Is there any workaround? So in a Deal there has been no Activity created for some time and I want to be reminded to check on a Customer. Would be also amazing if there was a trigger like that: "no activity in the last xx months/weeks/days (also no emails connected to the…
As an admin Im frustrated I can't log in as my rep/user to train them remotely.
As admin are their other admins who have sales teams as Users in PD frustrated by the fact you can not change passwords for users/rep or log in as them without having to email your rep to ask them their login credentials? We like to be able to train them remotely using the reps log in credentials and hand control back and…
DEPENDING FIELDS
Hi folks, any tip to manage "depending" fields? I left some examples which can show what I need, I hope someone can get with the solution, which I couldn't find in the marketplace. in example: field1 (pick list one option) = COUNTRY (list of countries) and field2 (pick list one option) =CITY(list of cities), if I select a…
Copy organization notes into new deal
Currently, if I type notes about an organization in the Organization's profile, those notes do not appear if a deal is created. Typically, I will type notes about an organization explaining why they may or may not be an ideal fit. If they are ideal, I will create a deal and put them into a pipeline for tracking purposes.…
Group Emails Request
Hi Pipedrive, Is it possible to add a cc field to email when sending group emails so we can group conversation if a contact replies? Best Regards, Mario
Lead Information in Sidebars
Is this going to be added? As it would be useful to see the leads a person has as well as any deals
Web Form custom fields values translatable
Hello! Can we have custom field values in multiple languages that we could use in a form that exists in two languages? Example: a custom field name "Activity area" would have a list of possible values and each value would have an English and French translation used in a form available in both languages. So we could have…
Stage Probability should set probability for all deals within that stage
It would be great if, when setting a stage's probability, deals that move into that stage are automatically given that probability. If they are manually changed this could override that, but the stage probability would be default, instead of the default being blank. This would be useful for us because we like to see the…
custom tracking domain for email delivirability
Hello, I would like to be able to set up custom tracking domain for emails because using pipedrive domain instead of my company's can hurt email deliverability. Thanks!
Slack integration should have filters!
So we use multiple pipelines for our sales team and we have the slack integration setup so we can celebrate when a sale is won. However we noticed that any deal that is 'WON' in Pipedrive now goes through as a Slack notification. Ideally we would want to be able to choose which pipeline synchs with Slack for notifications…
Do you want a "SEARCH BAR" to search inside a single deal.
Do you want a "SEARCH BAR" to search inside a single deal. Only returns matching items for anything attached to a single deal.
Frequency by Product - One time, Monthly Quarterly etc.
Need to be able to forecast revenues by product. Add a field for frequency on each product line. Allow user to choose each product as: one time, weekly, bi-weekly, semi-monthly, monthly, quarterly, annually, and ideally custom frequency like every X weeks, every X months. While you're at it allowing each product to have a…
PipeDrive prospector lead reporting
Hello, Not sure if it is a common problem or not, but I really dislike the way to report inaccurate leads. Let's say you have 100 leads to go through in a month. You have to wait ca 5 minutes to see if an individual email is correct or not- if it bounces back or not. My suggestion is to make it possible to somehow…
Wildcards in Filter Criteria
Is there a way to use wildcards in the search criteria? For example, People First Name Contains "*ob" to return all variations of Rob, Bob, etc. If this doesn't exist currently, is it on the roadmap or can we request it as a feature?

Submitted

Discussion List