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Clean up campaigns using labels/folders?
Hi Pipedrivers, 👋 We´ve just recently started using Campaigns by Pipedrive and everything is great now, however I feel that by the end of the month, we will be drowning in templates (we want to keep all of them for motivation in the future). I feel like it might really help if we could label our campaigns or put them in…
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Folders for managing and building email templates
Suggest having a folder system for the email templates. For example: I have 30-40 email templates They deal with different types of scenarios in an ordered cadence I have to change the names in order to currently group by the scenario (New customer: Email 1, New Customer: Email 2, etc...) I have to scroll through a long…
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Automate SmartDocs
I'm working with a client that also has a M365 environment. I've created an automation that creates a unique M365 Teams for each customer when a Deal is won. I did that using Make.com next step is that ALL documents related to that customer are stored in that specific Client Environment and when a customer signs a document…
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Lead List Links
Hello! We are relying more and more on the Leads Inbox and running reports off this inbox for lead metrics. When I create a filter of Leads, I am not able to copy the URL and bookmark it for checking on this list "report" in the future. This exists for Orgs, Deals, and People. Could linkable filters be added to Leads, too?
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Notifications of new lead assignment?
When I create a new lead and assign it to another team member, how can I have him receive a notification of the new lead? He has all 3 notifications enabled @ Personal preferences > Notifications > Deal and contact update emails * Updates about deals I follow * Updates about organizations I follow * Updates about people I…
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Admins Should be Able to Adjust Linked Emails
As admins, we want to be able to adjust which Contact or Lead/Deal an Email is linked to. Either due to automatic linking (which we dislike and ask all Users to turn off), or through mistakes, there are often irrelevant emails linked to Deals. Admins need to be able to adjust these, but we are currently not able to do so.
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Automating incoming emails
Hi group. I would like to create automation that sorts out incoming mail. For example. an email comes into my mail box that is unrelated to any deal, so I would like to detect that mail and automatically delete it. I am running the advanced version of PD. cheers
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Automatic EXPAND the NOTES in the Deal History
Hi all, It seems that Pipedrive has changed the behavior for the presentation of Notes in the feed of a Deal History - now by default they are collapsed, meaning to see the notes and quickly get up-to-date with the Deal's status you have to do extra clicks (sometimes in several Notes until you find what you need).…
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Dashboard for Closable Business
I would like to create a Dasboard to follow up on Closable Business and set also monthly targets to create this closable business (or in other words converts your pipeline into higher sales stages). Closable business is business that comes into a Stage 5 (Negotiation phase) of the Sales Journey. I can create this view in…
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product feedback: firefox over chrome - I want do decide
Hi development+support team, hi Dominic Allon, In the last few weeks, I've been having problems with the organization popup [See all deals], which slows down Firefox at the end and I have to cancel and reload the page (popup). When I asked the official Pipedrive support team, they advised me to use Chrome or Edge instead.…
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Microsoft Excel Integration in Documents tab
We integrated our Microsoft OneDrive into the Pipedrive CRM to use MS Excel. However, when we are following the below path: Deal>>Documents>>Create New then we are not getting Excel/Spreadsheet & PPT option. Whereas, your video of SmartDoc shows that if we integrate Google Drive/ OneDrive then we can get all three options:…
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Automation stop trigger @ reply-email in a campaign
When using a campaign to attract leads to become a prospect customer it would be great if the campaign could be stopped when a leads/prospects starts to reply to the emails. If a campaign would continue after the lead/prospects replies as she/he is interested or convinced, any more emails could harm the fragile…
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GMail Add-On Needs Email Logging for Essential Users
I want the GMail Add-On to display a "Log Email" Button on all inbound and outbound emails. How this would work, is within the Add-On settings, you enter in your unique Pipedrive BCC Email Logging Address. Then, when I click "Log Email", the Add-On will automatically use that address and forward the email to Pipedrive AND…
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Variations for Products in Products detailed view -> Deals tab
Hello, It would be very useful to have the option to add the Variation of a specific product (when available) as a column on the Products detailed view -> Deals tab. This would be very useful in inventory forecasts for those using product variations. In our use case, we need to click on each deal to see what variation was…
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Importing Products - Price Variations
I would like to be able to import price variations for products. As far as I know, Pipedrive only allows one price per item when products are imported. I work in multiple countries with different pricing strategies. Adding price variations manually takes a lot of time. Thanks!
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Custom goals using custom fields
I think it would be great to create goals based on custom fields we have created. A critical and fundamental example to my business is commission. I set my monthly and yearly targets based on commission, and I can't replace it with deal value as I also need the deal value to be present and is essential. I work in real…
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Link/Unlink emails to deals (from a deal)
The option to update/unlink "LINK TO A DEAL OR LEAD" within the lead/deal/project module, not just in the Sales Inbox. This is an issue for businesses that have multiple deals open against single individuals or organisations at a time, causing the wrong emails to be linked to deals.
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I would love if we can organize / reorder our Lead Labels (just like we can with our Contact Labels)
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Again: Email-Threading - Urgent!
Again and begging on my knees Please for God's sake give us the option to disable email-threading or at least give me as an admin the possibilt to disconnect emails from user manually. I lost several hours a week to call my colleagues and tell them that they have a fuck up in their email threads and they must disconnect…
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Zoom Phone integration?
Zoom Phone seems to be gaining popularity, but it's not an option for us yet because it doesn't integrate with Pipedrive. Would love to see that integration available, since we're already heavy users of Zoom for video calls.
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Restrict view of specific custom field to specific users
We have different teams working in pipedrive. Not all teams should be able to view all of the information about an organization. We were planning to add extra information about each organization to pipedrive using custom fields but some of this information is highly sensitive and must not be shared with all users.…
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eSignatures and eWitnessing
The eSignature feature is great within PD, however we require eWitness signatures also. DocuSign does offer this feature but it obviously requires that extra add-on just for that single feature. Are there any plans to upgrade the eSignature feature?
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Products detail view feedback/ ideas
It would be helpful to... Have the ability to create groups as we can in the deal details. (group together sales order information separately from vendor invoicing information, group product specifications together such as sizes and weights and shipping codes) Have the ability to hide, move or group Pipedrive Default…
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Syncronize the archive email in Gmail
Would it be possible for the next version of Pipedrive to syncronize better with Gmail ? Currently when I archive an email in gmail it doesn't get archived in PipeDrive. Could it be possible to developp this feature in the next version ?
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Shared email addresses
There needs to be a feature where a user can have multiple simultaneous email address. These addresses should be able to be selected at the time of sending. The purpose would be to allow a user to have a private corporate email address and a corporate shared address (like Sales@company.com). Then an entire sales team could…
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INSIGHTS - META INSERIR OPÇÃO DE ESCOLHER PRODUTOS QUE IRÃO COMPOR O GANHO
Gostaria que no cadastro de meta tivesse a opção de selecionar quais produtos ganhos seja somado no realizado da meta. Na opção de editar a meta, poderiam incluir a opção de selecionar quais produtos que quando marcar como ganho, seja somado e apresentado no resultado. Exemplo: imagine o cenário onde eu tenho x produtos…
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Insights for Projects
Hello, Our sales team uses Pipedrive and has found it useful so when they suggested for our implementation team to use it, we have started testing out the projects page and also trying to create reports/insights for our team. I have contacted support about this and they have suggested that I submit feedback here about this…
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Group organisation contact details in one place
I'm finding it frustrating that I'm not currently able to group an organisation's contact details in one place. I want the phone number, address, email and website in one field group. At the moment address appears in Summary and there does not appear to be an override to that. (Screenshot is our customer demo account) Note…
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A new entity? Brand?
I have been a Pipedrive user for more than 10 years, and I have always asked myself the following: Considering that there are many companies (I would say the majority) that manage brands (either their own or as a representative...e.g. Nestlé) or entire categories (e.g. department stores) And there are more and more people…
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Merging Products
Hi there. I think it would be great if it were possible to merge products. It is possible to merge deals, contacts, organizations etc. but not products. Please let me know if this can be made possible. Thanks