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Is this community (management) dead?
Is it just my personal experience or are replies to topics in the pipedrive community (be it from other members or pipedrive employees) an absolute rarity? It is great to learn about new & upcoming features but interaction is key to a real community isn't it? Is there another place like reddit or other forums where there…
Automatic update of Prospector Person Lead information when that Person has been added to Pipedrive
It would be a nice feature to have changes to Person information automatically carried over to Pipedrive objects when relevant updates occur. For example, if there are updates to contact information and also if the Person's job history changes... most importantly if they are no longer working for that same organization.
Other deal buttons than WON or LOST
When you have a separate pipeline for WON deals (duplicated after won) e.g. for the projects that result out of the won deals I would love to END those after everythings has been completed. So I don't want to delete those deals but END them. Is there a way or a workaround? #asking for advice # seeking help# new…
What is the best app to use for bulk email campaigning?
My boss is wanting me to start doing bulk email campaigns and I was wondering what app everyone preferred for this. I currently have my Gmail linked to Pipedrive, should I be using something different?
Deals and Pipeline set up for Saas Subscription products
Our SaaS product is sold on a Marketplace, each trial and sold licenses is converted into a deal in Pipedrive. I'm looking for advice on how to handle the deal once it is lost (ie: the trial is not converted into a sale, a subscription is not renewed...). Do you leave the deal in the Pipeline? Did you add a special lane? I…
Public roadmap for beta testers
Is there somewhere I can see the roadmap of planned features and release dates? I've finally been added to the channel just as we're about to pull the trigger on ActiveCampaign, so it may still be too late.
Recurring Revenue Subscription Period
Hey all! I am just posting to let people know that I just submitted a request to have a "6 month" option added to recurring revenue - I have clients who pay every 6 months OR year, and it would be really helpful to be able to have that option. Is anyone else in need of this? If so, can you help me by putting in a support…
Campaign Template Editing - more clear buttons
So mine is simple and I feel silly putting this one out there. I had been building a Template and had made an error deleting a field - first time I really needed to "undo" something. My issue is that the "undo" function buttons are in the lower left corner and are so small that I literally did not see them and there was no…
It currently isn’t possible to send one email for multiple deals – this would be a very welcomed fea
#Development + #feedback + #suggestion It would be very useful and save time being able to send one email for multiple deals.
Reduced Size PDF Creation
Whenever I use the PipeDrive Smart Docs feature, I export my document as a PDF. The algorithms used though create a massive 2500kb pdf file (probably because of a large image I use), then I have to go into adobe acrobat and save the new pdf again as a "Reduced Size" PDF to get the file size to a more reasonable 359kb file.…
Does anyone have loading time problems when a deal has more than 50 activities?
Does anyone have loading time problems when a deal has more than 50 activities?
Multiple Pipedrive work flows with separate or unique Detail fields
Hi Pipedrivers. I'm trying to run 2 brands from the one instance of PD. I'm wanting to capture different information that is relevant to those brands. Currently I have to separate instanced of PD and its effecting our ability to cross sell / capture client data. I'm wanting to combine instances, but under separate…
Bloqueio de alteração de etapa
Gostaria de dar uma sugestão de bloqueio. Bloquear o usuário a trocar de etapas, no funil A outra pessoa que trabalha comigo sempre muda a etapa, muitas vezes sem querer e isso me atrapalha muito Queria poder eu como ADM, bloquear ela de alterar a etapa isso traria mais confiança para mim
Automatic Workflow and Imported Data
Hi, I know that automatic workflows don't trigger for imported data, but does anyone have a workaround for this? I am trying to automatically set a task everytime I import people from an excel file, but don't want set a task manually every time.
Insights/Dashboard - duration only measured in hours
I'm working through creating some custom reports, and I can only ever get duration in hours. More specifically, I am tracking the duration of different activities -- and I need the duration measured in days.
New deal button
Hi! I'd love to see a feature in which clicking a newly created deal in the popup button at the bottom of the screen does not automatically open a new tab, but instead opens the new deal from the same tab.
Insights: Inaccurate tracking of stage completion
Scenario: Stages in the pipeline: In discussion --> Demo Booked --> Next steps in progress --> Second meeting booked --> In negotiation --> Not now - later When someone updates a pipeline stage for a deal (DEAL A), from in discussion to not now - later Under insights - when looking at how many Demo's were booked this week,…
Feature Request - Deal Approvals
It would be great if a sales leader could approve a Deal before it either moved to a specific stage or could be marked as Won. That would save us a lot of headaches before we move a sold deal into production.
Ajouter plusieurs étiquettes pour une offre
Ca serait top d'avoir la possibilité de sélectionner plusieurs étiquettes pour une offre.
Pipedrive Automation Reliability
I have multiple automation workflows set up to create the next activity when the previous activity is marked done. Many times the next activity is not created even if it should have. There is no automation log like Zapier to look into why something worked or didn't. Because of this erratic behaviour and the lack of logs to…
Feature request: Undo a recently sent email
I use this feature SO much on Gmail and it would be brilliant to have it in Pipedrive. The moment you press send on an email, it Gmail comes up with this button on the bottom left giving you the option to undo in the 5-30 seconds after pressing send (for example you might see a glaring typo)
Individual Sales Targets For Organisations
It would be very useful if there was an option to add an individual sales target against each organisation. That way we can see our sales performance for each customer and identify whether we are meeting targets.
Pipedrive goals on the basis of e.g. tags
If I want to define goals via Pipedrive Insights, I can currently only do this on the basis of the people. Is it possible to link the goals with, for example, the tags of the deals? In concrete terms, we are dealing with product groups, some of them are processed crosswise by several people. The tags should be used here to…
Did Pipedrive get rid of the / keyboard shortcut for search?
This used to be a shortcut but it's no longer working for me. Checking Pipedrive support documents I don't see any mention of this. Was the shortcut removed?
Double Entry of Information -Frurstrating
Anyone else frustrated with double entry of information from the deal module to the contact module to the organization module? Is there a work around that can be shared? Why in the world would one have to enter the same address 3 different times? HELP..please.
Add custom Activity "done" reasons
It would be extremely valuable if we could have custom Activity "done" reasons, just like we can add and customize Deal "lost" reasons. There is a ton of valuable insight we can gather by understanding why an activity was marked as "done". For example, was a scheduled meeting cancelled, a no-show or successful? Getting a…
Ability to sort sent emails by whether they have been opened or not.
Ability to sort sent emails by whether they have been opened or not.
I'm losing data -- half-filled "Add lead" form closes without confirmation
Hi everyone, I'm adding a new lead, at the same time researching the lead, and filling tons of data about him into the "Add lead" form which includes lots of custom fields. Then I accidentally touch the "Esc" button and the whole form closes without any confirmation, making me lose 10-20 minutes of work. Also, sometimes I…
Translation Mistake in Trial Period Alert
Greetings, I'm reporting a Korean translation mistake in trial period alert. In English version, I don'see any problem. In Korean version, however, we have two issues: * According to the Korean date and time notation, Koreans expect to suffix a day with a unit '일'. But this translation puts a digit 0 in front of this…
Lead Edit
Why is it not possible to edit leads in bulk? Or: Why is it possible to edit Deals in bulk? ...if you prefer it that way!

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