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Merged: Email Folders?
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Option to hide "We're powered by pipedrive" in LeadBooster chat window
We are using the new LeadBooster chatbot on our website. We would like our chat window as clean and distraction-free as possible. Therefore it would be nice to have an option to disabled the "We're powered by pipedrive" message in the chat window. Especially since is a paid for service it would be nice to have the chat…
Pipeline Management with channel/partners
Hey! Been wondering if anyone here knows which are the best practices - if there are any - for using Pipedrive as Pipeline management with channel/partners.
Measuring CHURN/ARPA via subscriptions/recurring revenue
Hi, As SaaS company in a scaling up stage, we have almost 200 subscriptions added to PD. We were so thrilled this feature was added. Thanks for that. At this stage we are experiencing more and more the limitations of this feature. In general we'd like to have much more insights on the history of a customer's subscriptions.…
Is there a way to add multiple currencies to a deal?
The Person and the Deal are the same thing to our business but PD doesn't handle this situation well
In our business the Person and the Deal are same thing (1 to 1) relationship. The problem we have is if we use Deals then the interface becomes very confusing because there are 2 places (that look very similar) where you add Activities. But only the Activities entered from the Deal are also added to the Person. Activities…
Filter Tool Allowing Deal Data/Details?
It would be great if the filter tool would allow you to pull from deal details/data and not just people and organizations.
Is Prospector available to regular users?
Any thoughts of how users are finding this feature? I find the BETA version very helpful. Had a question for the Product team though! How can this feature be made available to regular users rather than just the admin to add leads?
Applying calculations in document template
We are trialing the document template BETA and it is working well for the most part. However, a significant limitation for us is that we couldn’t find a way of including a calculation in google docs and bringing that through to the Pipedrive template. It may not be feasible has anyone found a way to bring through a…
Love the Web Visitors Beta. Can we export that data?
Can you make it so we can export that data. Org/ region/industry?
Title of Deal/Lead in New Web Forms
In the new webforms currently in Beta, the title of the deal or lead created by the form defaults to the name of the person to whom the deal is assigned instead of the name of the company that has submitted the deal as webforms defaults to now. For example, if a company named "XYZ Company" were to submit a form request in…
Access to Insight PRO for only one user of the account
I would like to hear from the community Access to Insight PRO for only one user of the account, since only one is a manager and for this reason he needs personalized fields to perform data crossings in an integrated way with Pipedrive. This well-used functionality generates growth in companies and in this way increases…
Zoom integration: a little tips ;-)
I've found that: if you are creating an activity with Zoom meeting WHILE you are in a Zoom Meeting, Pipedrive returns an error. But don't worry! It's not a bug: probably Zoom API are not available during a meeting. Solution: create the activity when your Zoom meeting is terminated ;-)
Integrating notes together from Leads and Contacts?
I'm having an issue that is driving me nuts - I input a Lead and start making notes. If the Lead is also an existing Contact, even if I link the Lead to the Contact, I end up having notes in two different spots, which leads to double/triple Activity prompts filling up. If I just keep the Activities assigned to the Contact,…
Track the speed of response when we receive an enquiry
Hi is there any way to track the speed of response when we receive an enquiry? I see the email stats that allow for tracking number of emails received, but we want to know how quickly these are being replied to Does PD have this capability?
Can be revenue field in deal be somehow taken out via API endpoint?
Hi, I am thinking about implementing this revenue field. We currently take out the value of the deal and make some prediction outside as we integrate other data. So I was wondering if I will put the data in this revenue field, whether there will be option to take it out via endpoint. Thanks
Automation with a custom field in person.
Hey, Pipedrivers! I have Custom Field in Person named "Category". This field contains number. From 1 to 5. It is analog of rating to list of contacts I have. I want to create an Automation Workflow where it triggers on finishing type of activity "Call" and in dependence of number in custom field "Category" set new call in…
unlink an email from a deal and link it to another one
Hi, When unlinking an email inside a deal, we should have an automatic pop up to link it to another deal. Instead, presently, the email disappears from the deal as expected but if you want it to be linked to another deal, you have to look for it back into the Inbox or the archive in Pipedrive mail... Not very practical.…
Product Reporting in Deal Column view / Product Variations & Product Bulk Editing
First of all, our company enjoys using PD, and it is a valued system with many benefits. We are a Sales company with over 900 products, each Product can have up to 5 different Product variations (different backings, colours or materials of one product) each Product Variation has different pricing. We are required to do…
Is there any way to revert deals to leads?
Hi Everyone. I really like the new Lead functionality. Is there any way to revert already established deals to leads. I have a number of deals which are fairly inactive and I would like to clean up my pipeline but I don't want to lose the potential deal. Reverting them to 'lead' would be a good approach. Any ideas are…
Leads: Integration with Activities
All, Playing with the leads inbox some more: * Scheduling the activity for the lead works well. It might be helpful to be able to set an exact time, in case someone asks to be contacted "Friday at 2pm". * When I schedule follow-up in the Lead Inbox, however, the "identifiers" of the leads are not available in the activity…
INSIGHTS- Security Issue with shareable dashboard?
I have recently been advised by our IT team to delete my insights dashboard due to the fact that it is publicly accessible since sharing the link. I now have to delete my current dashboard and rebuild a new one which I have been instructed not to share. The IT team advised that there is too much sensitive information that…
'live chat' function in Leadbooster?
Is there any plans to allow a 'live chat' function to Leadbooster? Bots are great, but humans are better.
Possiblity to include a dashboard for the open rate, click through rates for emails?
Is there the possiblity to include a dashboard for the open rate, click through rates for emails?
How do you manage lead phone numbers of various type (like mobile, work, home)?
How do you manage lead phone numbers of various type like mobile, work, home using only one input field? It looks like a lead has only one work phone number. Where do you keep the information about other phone number? What happen with a lead having a mobile phone number during "deal conversion"? It looks like it will…
Filtering organisations or contacts not being actively worked
Each organisation or contact is assigned to an owner but a majority of these are not being actively worked. I have set a manual field where we can choose whether the organisation/person is either active or inactive but it will be good to automate this without having to manually select it. Look forward to your suggestions.
Question: Funnel Conversion Report
I am using the funnel conversion report to look at the actual conversion rate between stages. Now that we have more and more business from existing clients instead of winning from new clients, some of the deal from existing clients will enter the funnel at a later stage in the funnel. If more the projects are entering…
Append to custom field using automation/workflow
Does anyone know how I can append data from a Deal custom field to a Person and Org company fields using a workflow or automation process? I have the same custom field across Deal, Person and Org records and when a new Deal is created and the custom field updated, I want the value(s) to append to the Person and Org record…
Mandatory Fields - Feedback on Current Implementation
Just a couple of items of feedback for the implementation of mandatory fields. First off, thanks for building this. It is an essential part of a functional CRM. A couple of things I noticed: * The help balloon says: Required fields - When adding deals or moving deals between stages in a pipeline, the user must fill in…
Can you add multiple tags to people, deals or organizations?
Can you add multiple tags to people, deals or organizations?

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