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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…
Campaign reporting: Is there a way of being able to report on how many emails were unopened on a se
I can see how many were delivered, opened, clicks, bounced but not 'sent/delivered but unopened'? Can dev ops advise if this metric will be available, it is one of our marketing metrics currently used in our monthly reporting. Thanks #advice #pipedrivecampaigns #emailmarketing #reporting
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…
deleted contacts filter
Deleted contacts need a filter so they can be viewed later. Hi all when you delete bounced contacts you cannot filter to relocate later. Deleted contacts should be able to be filtered so you can restore them later when you find out where they have found new employment
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…
Hubspot Killed Piesync! What is everyone doing for 2 Way Sync Now?
Hubspot Killed Piesync! What is everyone doing for 2 Way Sync Now?
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.
Bulk e-mail to Organizations
I think it would be great if Pipedrive could add e-mail field to Organization profile. Then it would be available to send group e-mails straight to organizations. For example, in cases when your company's adress or phone changes. You don't need to find specific person to tell him that, you can just send out e-mail to every…
Pipedrive Calendar
Pipedrive to have its own calendar sharable and visible with team members, where won deals could be added to the calendar automatically etc via work flow automation. Outlook sync doesn't really work for our set up - therefore we are paying anther 3rd party cloud based calendar - Team up.
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…
Feature request: I would like the notes and activities in daughter organizations to show in the pare
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?
Email Template Formatting not consistent via Pipedrive Mobile App
Hey guys, When i'm sending email templates through the Pipedrive mobile app (via the Gmail mobile app), the formatting from the template (hyperlinks, spacing etc) are all removed. Would really appreciate some help on how to resolve this. Thanks in advance!
Viewer Only Access
Hi Pipedrive. I was talking with my Customer Success Manager and she suggested I ask here when the Viewer Only access would be made available in Pipedrive. I have users who have full seats but don't actually interact with customers but they have access to periodically check in on files or reports. I'd much prefer to give…
Adding automatic GPS coordinates
it will be very helpful to add feature that could based on GPS system from phone automatically fill such data in pipedrive. This is a great value while converting lead from PD to CRM and logistic system, as sometimes addresses are not very precise (or there is a typo done), while GPS is.
Expand the Viewing Ability of User Activity History
Currently you can go onto User Profile (top right) and view the last 100 or so updates for any one user. However if this facility was expanded it would allow a manager (like myself) the ability to check on employees to see when and what they are doing throughout the day on a daily / weekly basis. I would like to suggest: *…

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