-
Deal visibility in Pipeline view for deals I follow
Deals have a single owner, but sometimes others contribute to deals - these users are always followers of the deal. Would be very useful for Deals where the current user is a Follower to appear in the Pipeline view (potential flagged as Followed vs Owner deal).
-
Fix currency conversions when deals are won
Hi, when different currencies are used, reports automatically convert deal value to the default currency of the Pipedrive account. This works well and is very useful. However, when a deal is won, it would make sense that the currency conversion would become fixed with the converted value from the date the deal was won. It…
-
Logo on Webforms
It would be nice to have an option to insert our Logo on our webforms
-
How do you format the text in the signature block? (my signature in footer)
feeHow do you format the text in the signature block? (my signature in footer) Why no WYSIWYG editor or am I missing it? Pipedrive is an awesome CRM so far. I am a newbie, but the interface is the best out there. Thank you for any input.
-
Task/delivery/project management in Pipedrive.. need help?
"Edit: We've found enough people to interview, thank you all" We are researching how we could help our customers better with managing their tasks/projects within Pipedrive. 🚀 Do you think we can do better in this regard and do you have 20-30 minutes to talk, then please book some time with me for next week via this link.…
-
Using Aliases / Shared inboxes
Hi guys, We have shared inboxes on googlemail and aliases, they let everyone see when important messages come in. We can receive those messages now into our Pipedrive emails, but we can't reply from those shared emails... If we want to reply from a shared email, we have to do it outside of pipedrive. This also means the…
-
Help on managing a project which runs across several months, in different countries.
We win large projects which run across several months. We're looking for help on how to forecast these projects by month across their lifetime. As an example: We win a contract with a chain of fast food restaurants for the supply of all their tables and chairs. The contract is estimated at £1m for 2021 but it is spread…
-
Map does not show all filtered deals
When filtering Deals to then show them on the integrated Google Maps, they will not all show up, only the ones "loaded" by scrolling down. For instance, I filtered 400+ Deals and clicked "display on map", but it only showed the first 90 or 100. Only when manually scrolling all the way down to load the rest of the deals, it…
-
Bulk Transfer of Deal Ownership
Hello - Is it possible (or can you please make it possible :-) to do a bulk transfer of deal ownership? For example, I am taking over a sales territory. The current owner of those deals is moving into another role/territory. He has several deals and I would prefer to transfer them all at once to me if possible. Thanks!
-
Print weekly calendar - any idea how to do ?
Good morning, I find a weekly planning very useful, but ther is no way in Pipedrive to print the calendar, and the browser options are non good. Anyone has some suggestion ? Bye
-
Tracking Upsell busines VS New Business
Hi Community. I'm looking for help on how to track Upsell vs New Business growth. First questions is how to log this in pipedrive effectively? Second questions is how do I create reports for this? For example I want to see how much our business has grown from new business customers and how much it has grown from upsell…
-
Customize Scheduler
-
Pipedrive service subscription- upgrade level for individuals
The one feature I would like to add is the ability to upgrade the subscription type of individuals rather than all users. Only 4 people in my organisation would use the "products" functionality for example, only team managers need multiple dashboards etc.
-
Branches of Organisations
Hello there, I'm trying to integrate the branches of the various organisations in Pipedrive. It's important for our work, because we do not only have deals for the whole company (organisation)but for their single branches. But i could not figure out how's the best way. Are there any plans from Pipedrive to make a third…
-
Update to Adding Contacts is now more time consuming and requires several more clicks - not happy
Using Pipedrive everyday to add contacts to companies, I have noticed a recent update that is frustratingly inefficient and in my opinion unnecessary. Before the update, I would just click on the"+" button to add a person which would bring up some person fields for me to fill out.. perfect. Now when I go to do the same, a…
-
Stop an automated email going out on a one by one basis
I've got 50+ automations set up at any one time, and most of them trigger an automated email to go out to my clients updating them as to what's happening. From time to time it's not the right thing to send them though, so some way of stopping the email going out would be awesome :-)
-
Configuration to show won deals for some more time in the pipeline
I would like to have a functionality that allows an administrator to configure a certain number of days for which won deals are still visible in the sales pipeline. We have a dedicated column for won deals where we would like to keep won deals for e.g. 4 weeks after they were won to see the successes in the past always…
-
Using Custom HTML and CSS for Web Forms
Can we use our own html and css for our web forms and submit the data to Pipedrive when a user submits the form? If so, how can this be done? Thanks.
-
Automate email with attachment from document template
I am looking to automate sending an email when a deal is moved to a new state. What i want to have happen is for a template email to be sent, and request signature on an attachment generated from my document templates.
-
BUILD A QUOTE BUTTON ONTO DEALS WITH PRODUCTS.
-
Need two reports: Win Rate (%) per stage & Average Sales Cycle
Hi, I have a couple of things that I need / would like to suggest. 1. Win Rate per stage: In the old reporting, I was able to see a report that would show the % Closed Won rate per stage. This was great so that I could apply the appropriate % probability of each stage in our sales pipeline (which in turn affects the $$ for…
-
Check box fields in Leadbooster.
Today it's been the first day we've used LeadBooster. Unfortunately we've found out something that makes the product inviable for us. We can not add a check box field type which is a must for GDPR compliance (at least in Spain). The user has to check the box to make the send button workable, so we cannot skip this…
-
Ability to assign a task to more than one user.
It would be great to assign a single task to multiple users and if one user completes it, it is marked as completed in all user accounts. This would be a huge benefit to team collaboration in Pipedrive. Adding another user as a guest or an additional contact on the activity is a workaround, but not the best solution…
-
Next Activity for Lost Deals
Hello, Wanted to get everyones thoughts on the next activity pop up for lost deals. I have an organization that currently is trying to transition to working off the activity screen for daily action items but, their biggest complaint is Pipedrive requesting a next activity even if the deal is marked lost. I really…
-
Live Chat - Offline Option!
It would be so great to have an offline option with the chatbot / live chat. Something as simple as selecting your operational hours so that during these times, your users are met with an automated message explaining that you're offline, leave an email and we'll get back to you. At the moment, the only way to do this is to…
-
Product Display In Pipeline List View
Hi Folks, I just want to give an important Feedback, few times I have forward this comment to Pipedrive so they can work on it and I am hoping to see it coming :) I find it very relevant to see in the list view Pipeline, the display of the products so you can have an overall picture of your Business. For the moment only…
-
Changing color or font in email
⚠️ Update: to have this new beta feature activated in your account, please have an Admin user reach out to our Support team. It cannot be activated through Community. Thank you! ⚠️ *************************** Hi, I am sometimes copying email from word, which has different font and color as the set up in pipedrive. When I…
-
Merged: ability to hide stages of pipeline from view
This discussion has been merged.
-
Chat tracking
Is it possible to track PD Chats with Google Analytics? I use Google tagmanager. I need to measure my marketing activities ROI in different channels .
-
Goals - Personalising the set up for a goal
Hi! The new goals function in Insights is a nice addition, however there is room for improvements. Currently, you are quite limited in what you can set up a goal for, and in what way you want to set it up. One example is, when setting up the 'count' won deals goal for a quarter, you would have to set up 4 different goals…