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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…
Checklist / To-do list feature
Hello, I think it would be very helpful to add a checklist feature (with use of templates) alongside the notes/emails/activities/files tabs. Ideally the checklists could be pinned to the top. And checklist templates would make this amazing for me.
Customize User Interface (Remove Unused Nav Buttons)
If I'm not going to use the "email" feature, I should be able to remove that button from the navigation bar. The same with "products" and a few others. Less is more and I should be able to only show what I want as part of the system.
Improved Campaign Metrics (to level with MailChimp)
Some metrics that would hugely improve the campaign analysis process. (MailChimp all of these, bar device tracking + heat maps) Forwarded emails Inbox replies Click map Heat map Device tracking Email benchmarking Content optimiser The ability to view a link in the campaign, and the list of contacts who viewed said link…
Make Emails Private Per Person in Addition to Per Email Account
I email our finance person on a regular basis and don't want those emails to be shared. But I find it time consuming to mark every email I send to the person as Private after I sent it. And I often miss some of them. Is there a way to mark all emails sent to a specific person as private? Another example might be that I…
Custom Fields - Archiving options inside Multiple and Single Option fields
When using the "Multiple Options" or "Single Options" custom fields in PD, you create a predefined list of options that translates to a dropdown list on a person/deal/organization page. In the current build of PD, deleting an option from a custom field deletes that option from the drop down list as well as deleting all…
Additional Labels
It would help if labels could also be added to existing labels: Not replaced, added. Individually, via mass processing and also via workflow. That would be a dream! 😊
Feature Idea: User-determined Y-Axis scale cap for Bar Graph Reports
I have a Reports Dashboard that highlights Year-over-Year changes in my company's Inbound Lead Generation data. For each year we've been using Pipedrive, there's a bar graph with 12 bars, showing the monthly totals of inbound leads. We've been using Pipedrive for four years, so that's four bar graphs in this dashboard.…
Is it possible to add Participants on Leads, or only on Deals?
Hi Pipedrive team! Is it possible to add Participants on Leads, or only on Deals? Our team wants them on Leads as often our first conversation with an inbound lead is a conversation with the referrer (the company's external accountant/CPA) and not the eventual client (the company owner/director). This means we want to add…
Customize 'add product' view in a deal
Many companies have no need for the default fields in the 'add product' view of a deal. Removing irrelevant default product fields from add view within deal (and even adding fields that are important) - commonly 'billing frequency,' 'discount' & 'billing start date' These fields are industry specific to a few industries…
Filter Timeline View By Team Member
Our team keeps our emails and calendar views public so everyone can see who has a call or sent an email to a contact or a company lead. Because of this, when we look at either 'Focus' or 'History' in the company or contact timeline, it will show up 4x in a row. This is because most of the time, each team member is cc'd on…
Enable/Disable Email threads
Hi, first of all. I know this article https://support.pipedrive.com/hc/en-us/articles/115004281665-How-are-emails-threaded-in-Pipedrive- and I totally disagree. It may be helpful to see the conversation but it should be able to disable email threads for all incoming emails or at least to manually split emails from a…
Enhancement request: More activity type icons
Hello, can we please have more Activity type icons to choose from? Thank you in advance :-)
Deal ID visible in mobile app and on deal page in browser.
It would be great to have the Deal ID visible in the mobile app and in the desktop (browser) version also somewhere else than only in the url. TIA!
There should be a preview for group emailing before sending
Hi, I have a short feedback while using group emailing feature. It would be nice to have extra step, where you can check the preview of emails before sending them. Especially when you work with insterted custom fields, it can happen, that something can go wrong or some information is not stored correctly. This would be a…
Administer Automations for all
We're small and scrappy, but one of the most important features for a software tool is the ability for one person to be able to administer items for everyone. For processes and any automations of those processes, it shouldn't be required that a sales person, for example, have the experience and understanding of a process…
Keeping follow up email in the same thread (workflow automation with delay)
Hi, I have set up an email sequence with workflow automation, in which an email is sent whenever a deal is created at a certain stage. If the deal is still at this specific stage, I have set a delay function of 2 days. After 2 days a follow-up email will be sent. This process works perfectly fine. However, the 2nd email is…
STOP spamming additional features and plugins and blackfriday deals.
Please start understanding that we are working. We are not here to keep discarding the same message over and over again. We paid for the software now let us work. We get to many popups, pop over, emails with blackfriday and features we can buy or pay extra for. Get with the program of delivering value, not spam me to…
Table/List View sorting feature
Feature Request: For Contacts, and other list view categories, it would be fantastic to be able to filter on screen using the column labels. The filter function is a bit cumbersome and complicated at times. I have to go through many steps just to filter the list for quick view and selection. Being able to filter by each…
Automation for new document creation with new deal stage
Hi, I have been using the documents function in PD to have document templates that I can create with PD data inserted. Is it possible though to automatically create one of the documents when a deal goes to a particular stage. I looked at the automations options, but it doesn't seem to include the option for an action of…
Adding more phone numbers in leads
Can you please have in the leads area a drop down to add more phone numbers not everyone looks at the Pipedrive un the deals tab. It is frustrating not to be able to see and or add numbers in the leads area & or see them
Merge fields in scheduler
Being able to use merge fields in scheduler invite to create meeting titles would be incredibly useful. the person booking the meeting (assist, SDR, etc.) may not the person taking the call creating more specific titles with out deal/org fields
Archive pipeline - missing functionality
I know many people use pipedrive for the multiple pipeline support. However, the inability to archive old pipelines no longer in use is a big missing piece of functionality for us. There are many times in which a pipeline is no longer needed, but you don't want to lose the deal history by deleting the entire pipeline. This…
Automation History Field for Deals/Contact
Currently automation history doesn't show for which deal/contact that automation is running making it so hard to find out which one to stop based on already taken action from automation. Like I am sending sequence emails to leads and wants to stop it once they respond or deal is won. It would be great if this feature…
Multiple Calendar Integration
Everyone needs to have a personal and a work calendar, especially if we want a proper balance AND the ability to make things like client selection for our calendars just WORK. Pipedrive needs to build in a feature that allows for a multiple calendar sync per user. This would help eliminate double bookings for calendar…
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
Sorting "LABELS" in "LEAD" view.
Need help. How can I sort the "label" options in the drop down menu in the leads view? I can sort the actual leads by the "label" column, but when i'm assigning labels to a new lead, the options are listed in the order you've added them, not alphabetically. Help please.
Bulk Adding Labels
Hello there, As lead labels (and soon Contact labels) can handle multiple labels, it would be VERY helpful to be able to be able to ADD or SUBTRACT from existing labels (without having to replace all). For example: - I have 50 leads. Some have a variety of different existing labels - I'd like to quickly add a label to 25…
Partnership with Zenchef
Hi ! We use Pipedrive to take care of our restaurants. We have a software called Zenchef, that we use to deal with table reservations. Pipedrive receives leads for events or privatisations only. However we would love to connect Zenchef to Pipedrive to sync our contacts database. Here is the person you have to contact to…
Automations with Project - Activity Dates
would be great if you were able to build an automation off a project Date. it looks like you can do it for activity, deal, org or person. why are projects the bad step child of pipedrive? feels like it should still be free as none of the core functionality has been extended to proejcts.

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