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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…
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…

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