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Need to be able to change the formatting of how your currency appears
Being an Australian company, we only deal in Australian dollars. This means that Pipedrive shows up all our currency values as "AUD100" instead of "$100", the latter of which would be more comfortable since that's how we show currency. I imagine this is similar for other companies that use what America would consider…
Important + Mandatory Fields -> Also for WON-Deals
At the moment Important + Required Fields are useless for our use case... :-( * The Important Fields Sidebar disappears after a deal is won/lost. Why? There seems to be no reason for that behaviour. Even after Deals are Won/Lost important information should be completed.. * Also, I cannot select a Required Field, without…
Shared inboxes support from Pipedrive
It would be very valuable for companies that have to handle common email addresses such as sales@company, marketing@company, support@company and they have multiple agents. If there would be a possibility to add such email addresses to Pipedrive Mail where for example all Sales Reps could automatically see a tab with…
Is there a way to create Leads through an API endpoint ?
We would like to create some leads in PipeDrive by sending the information through an APi endpoint. Is it possible without using a spreadsheet or Zapier and Facebook Together?
customise the Deal Card View
I would like to be able to customise the Card view on the Deals screen. I want to add custom fields to the view, so I can seem them at a glance along with Org Name, Deal Name, Lable, and Amount.
Moving a deal across to another pipeline
I have a Pipeline from enquires all the way to my enquires becoming customers. I have then made another pipeline to manage my customer through the process to help me better my communication and there overall experience. How can I move a deal from one pipeline to another? can it be done or do I have to make one really long…
Reports across Multiple Pipelines
Hello, I currently have a sales process for a B2B SaaS and we recently shifted from 1 big pipeline to 3 shorter ones. Here were our stages * Lead-in (We can't use Leadinbox because you can't filter by address) * Cold * Warm * Reschedule Demo * Demo Set * Set Trial * Onboarding * Monitor * Ready for Close We used to have…
Archiving Deals
We have a need to archive deals so that they are still accessible but do not want to win or lose them because we have Insights and Goals set up that would skew the data.
If / then for custom fields
Hi, it would be great to have an if / then function for custom fields and labels I mark my contacts as clients and suppliers and I need different information and custom fields for those contacts. So it would be great to have a function like "if organisation has label client then make custom field A selectable" and "if…
Reporting or filter view for Lost Reason Comments
Would love to have the ability to see Lost Reason Comments alongside the Lost Reason. Lost Reason becomes a detail field in the deal record when a deal is marked as lost, but the comments become a note. It would be great to see them side-by-side for the purpose of reporting/insights. As of now, there's no way to see the…
Reporting basing on Organization in Insights
I am looking to create a goal based on customers onboarded but you don't seem to be able to report based on Organization in Insights. Does anyone else have this problems?
Enable "rotting deals" with insights
I would like to have a report option that shows "rotting deals" with insights so I can add this important metric into our holistic dashboards. Any plans on this?
Email Tracking across Team
My team needs to see email tracking across the company. We can only see individual tracking from accounts. We really need to see tracking across the company or we don't need to have multiple accounts.
Grouping Of Custom Data Fields
I'd like to suggest a missing feature, that I'm sure many like myself, deem critical in the long term. We need to be able to group custom data fields. There is zero point in a CRM that isn't able to effectively store data as needed, and a list of 50 custom fields in a bar on the side, with no grouping just doesn't make…
Attach uploaded Files to Email in Pipedrive
If there are files attached to a Person or Deal, I think it should be easy to attach that file to an email without having to "re-upload" it - which is the only way to do it at this time.
Collapse Custom fields even though they are filled with details.
Hi Pipedrive I have created costum fields which i would like to collapse even though they are filled, but this is not possible. I would really love if you could make it possible to collapse fields, even though they are filled.
Editing Probability in List View
All of our Pipelines/Deals have deal-specific probabilities enabled, but unfortunately they can't be edited in the list view - you have to open each deal individually to make updates. This is incredibly time-consuming as we try to adjust probabilities over time. Can this feature be added? Is anyone aware of a workaround…
Correct image scaling in Notes
Images are not being scales in notes. It would be much more useful, if the images would just scale to the width of the note. Also, when larger images are contained in a note, the note does not fold correctly (see screenshots attached).
Add hyperlink field to the organisation details section
It would be really useful to be able to add a field to the organisation details tab that expects a hyperlink. Ideally, it would allow a URL of any length, have the option to add a url name (what appears in the details section) and that URL name is clickable, opening the address in a new tab. This would allow pipedrive…
Shared Calendar
Having a number of employees it would increase proficiency if we had the ability to have a shared calendar option at differing team levels.
How to view current customers products details in Organization view
My business specialize in selling office equipments such as MFP & printer devices + IT services. We currently have over 1500 customers (organizations) with over 3500 devices (products) that are either sold or on lease agreement and with an active service agreement. I was able to import under the « product » list in…
Please add followers to bulk edit feature
I would like to suggest that followers be added to the bulk edit feature for deals, people, and organizations. This gives managers daily activity snapshots the following morning via email which is very useful.
Can't change "unsubscribed" marketing status
There are many cases that we should be able to change to marketing status from unsubscribed to subscribed again: * user just unsubscribed from a specific newsletter and not ALL of them * missclicked the status while editing contact details * customer decides that he wants to receive newsletters again Hopefully we will be…
Priority field for Activities (or creating a custom field for Activities)
When in the Activity 'view'/'screen', it would be incredibly useful for us to be able to have a Priority field. Eg. P1, P2, P3 - for Activities - to then also be able to sort by this field. We have set this up in the Deal List view using a custom field. But it would be extremely helpful for the Activities, and I'm…
Google Contact Sync: Name Prefix
Google Conatc Sync in Pipedrive does sync following data fields: * Name * Email addresses * Phone numbers * Address * Instant Messengers * Post Address * Organization/Company * Notes * Birthday/Date of birth * Job Title * Photo/Picture (only for one-way sync and as long as there is no picture already under the contact in…
Leads Feature, Add Files
It would be great to add files in the Leads Feature. We tend to find leads from data mining and link the PDF files to the project for proper tracking. Currently we can only do this in the Deals feature, which is forcing us to have "leads" in both areas.
IMPORTING is terrible!
I have to say, I'm evaluating PIPEDRIVE for use in our company, and the IMPORT feature is a disaster. It's so bad that I'm considering an alternate CRM. Just sharing some insight into my evaluation.
Deal Value Changes
It would be helpful to be able to compile a report that shows when the original value or price of a deal has been changed for my sales volume reports. Many times, through negotiations and general changes, the originally entered pricing changes either up or down. A report on these changes would be a great tool for…
Bulk-edit fields in list view
At the moment, not all fields can be bulk-edited from the list view of deals. For example, I could not bulk edit probability for deals in my list view however I could bulk-edit amount. I would think that ALL fields should be able to be bulk edited?
Smart Contact Data - ability to copy / transpose to contact details
When you use the smart contact data lookup, there is no easy way to add smart contact info to a person's contact details, i.e. copy it from the smart info box to their actual saved contact details. This would make this feature so much better. What are your thoughts?

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