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Automatically adding multiple contact persons into a deal?
Hi Pipedrive, Developers. I would like to know how it is possible to automatically add multiple contact persons into a deal. I usually work with Excel and then import the sheet. I know that one way is to add them manually to ‘Participants’, but with a huge amount of institutions to deal with, it is not optimal, so I would…
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An activity that's triggered by a specific date
I want to create an activity that's triggered by a specific date. For instance, an activity that is only visible from 1st January onwards. This trick is is that I don't want this to be scheduled until 1st Jan. Is this possible?
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Running multiple licenses of Pipedrive in the same computer?
Good morning, I am running two different businesses (2 legal entities) and had to use 2 Advanced licenses for Pipedrive. Only the professional license seems to have an option but this was a lot more expensive. Keeping both running on one laptop turned out to be a problem. Did anyone find a solution for this? (Windows 10)
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Somewhere in Insights / Reports: Show the average amount of days deals spend in each stage.
I'm talking about information in the image above, but for all deals in a pipeline, as a table. As far as I understand this is only available to see in Reports > Deal velocity > by Stage in "Average days in the stage", but for some reason it only shows information for "closed" deals. Our startup is in B2B and only has a…
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What is the best way to document parent company/ subsidiary relationships?
What is the best way to document parent company/ subsidiary relationships? I don't see a way to nest a company within a company, but this would be a great feature. At times you want to pitch one particular subsidiary, but it would also be good to know how all parts of the broader parent company are being leveraged. Has…
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All deals with recurring revenue?
How can I see all deals with recurring revenue?
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Bulk editing fields from other views
I would suggest ability to bulk edit organisation fields, when you are in list deal view. Today, my use case was: export all contacts, that are under organisations, which have deals in these stages of pipeline Since there was no possibility of bulk editing, first I created custom field for deals, did filtering and bulk…
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Setting deal value with Automation
Hey I have a question regarding automation and setting deal value. Now for reporting purposes we will be duplicating deals with Automation. But at the same time I would not like the deal to be counted 2x in terms of turnover. In my own small head I thought if it told the Automation to mark deal value as 0 and I would be…
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Having a "Related Organization" as a customer
Does anyone else have the need to have "Customer" as an option for "Related Organizations" within an "Organization"? I work within a multi-distribution industry and can sell to multiple levels of the industry.
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Wir suchen Unterstützung, um formatierte Angebote direkt an unsere Kunden zu senden
Hello, wir suchen Unterstützung um direkt aus pipedrive schickformatierte Angebote (wahrscheinlich pdf) an unsere Kunden zu versenden, die sie dann elektronisch unterschrieben an uns zurück schicken können bzw ausdrucken / unterschrieben / einscannen (je nach dem wie sie drauf sind. Die Produkte sowie die Kontaktdaten der…
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Creare automatismo con etichetta degli affari.
E' possibile creare una attività partendo dalla etichetta di un affare? gb :-)
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Require ability to use Custom Fields for Insights Dashboard/Reports
Firstly, the Insights Dashboard reporting is a fantastic improvement for Pipedrive. One area which could however enhance this offering even more, would be the ability to use custom fields when setting up a new report. In our particular scenario, we have a custom field on Deals called 'Business Unit' whereby deals are split…
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Saving column layout and filters
I would be nice to be able to save Views like you can save filters.
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Is there a way to add a label (Cold, Warm, Hot) to leads generated via LeadBooster?
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change deal rotting specifically to one deal
is there a way to change a deals rotting specifically to a deal and not just through editing the pipeline deals section? My deals are with contractors which they may make a decision in one month or in 8 months. I want to be able to contact them when needed but not too often. This way I can visually know for each specific…
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Easy to copy/paste phone field (like BCC fields)
Since in our company, we don't have our softphones connected to Pipedrive it would be awesome if it was also possible to select an option that makes the phone field appear like the BCC field. This way it would be super easy to copy/paste it. In the past, we faced issues like one could only copy the number when being in the…