-
Project and Dynamic Dates
In reviewing the new project feature, seems that not having dynamic dates available is a real challenge. Especially for templates, having the ability to set one activity due 7 (example) days after the completion of another phase or activity would be game changing. Else all activities show up due with dates only tied to a…
-
Pop-up Window asking to save
Could you please integrate a function which automatically pop-up a window asking if you want to close a e.g. task or any object viewed and made changes to. If you e.g. open an Activity, make change to the activity and click the X icon on top left of the window, it closes the activity without saving any changes. Since I…
-
Activity Reporting Accuracy
Hi Community, I feel like the numbers I'm getting in reporting don't always add up. I'm referring to these : number of activities done within a time period; number of emails within a time period; number of activities against activity goal using the Goals feature. Here are some problems I'm seeing: number of emails is…
-
Activity Types -- Option to hide from create a new activity panel
Also, improve the contextual list display of activity types in the Calendar view. Half the list or more gets hidden under the all day activities area when attempting to create a task in the Calendar view.
-
Please add/enable filter by "project" in Activities list view and globally
Please please please!
-
Create Calendar Sync Filter
I need to prevent PipeDrive push notifications that appear as "meetings' but they are really passive events from Microsoft Insights that block off time as "focus time" Ideally, the filter captures and excludes events that you add such as "Focus Time" or "Football Game" Currently, there is no option to add this actions.
-
Is it possible to attach the same activity to multiple deals?
I have a weekly webinar that prospects can sign up for (instead of a 1:1 demo). Typically, I attach a demo activity to a deal, but in this case multiple prospects might sign up for the same demo/webinar. So that demo/webinar is a single activity in pipedrive, but I need to link it to multiple different deals (different…
-
Automatic update of deals in current Pipeline view
Currently the Pipeline view does not update anymore when things within the deals happen, unless there is a complete refresh. i.e. A deal has been rotting for 2+ days and is marked red; I go into it and complete an activity; I go through a link to the pipeline view again; Deal is still marked as untouched for 2+ days. The…
-
Can we see a consolidated view of activities at a deal level ?
One deal has multiple participants. There are actions /emails with each of them. Can we have a consolidated view at the deal level?
-
How to schedule an activity without typing details to recognize them in your outlook agenda?
When you schedule an activity like call, it mentions 'call' in your agenda without any context, although it is linked to a contact who you like to call. Why do you need to type "Call John" to know you need to cal John and having not to look back who do I need to call.
-
Make 'FOLLOW-UP ACTIVITY POP-UP' stage based
Just like in this image
-
New: turn off Activity pop-ups for Workflow Automations 🙅
Why? Currently Workflow Automations and auto-generated follow-up activity pop-ups are duplicating functionalities: they serve the same function of automating follow-up activities. How does it work? Disable the follow-up activity pop-up when there is an active Workflow Automation that creates an activity. For whom?…
-
Can we get a Google Meet integration?
I recently switched from Zoom to Google Meet, for two reasons... * I think Zoom's UX is horrific (and I know many who agree). * As a GSuite customer, it's just neater to use Meet. It's far quicker and smoother for me to set up and join Google Meet sessions overall. Any chance of a Pipedrive integration with Google Meet?…
-
Refresh button.
It would be great with an update button for the Activities list (& the other lists). Often, I find myself sorting on Due date two times just so I get the right ones on top after I have worked a while in the list, and I don't want to reload the whole browser.
-
Bulk add activities from deals filtered in list view.
Hi ! To bulk add activities to deals I currently have to export an excel and then re-import. The alternative would be creating an automation with a data field. Both of these seem like work arounds and can be time consuming. It would be great if when filtering deals using the list view, I could add an activity similar to…
-
Seeing all activities when using the Project side of Pipedrive
When I was just using Deals to track all of my projects I can see All Activies (Notes, Activities, Emails, and Files) on one screen in chronological order. In Projects you do not have this available. You have to go to Plan, Files, Notes, and\or Emails to look at all of the different activities. The big problem is that you…
-
Filter a Date or Birthday Field by the Month or range inside a Month
We really need a native automatic reminder and trigger based on the current date that is native to PipeDrive. If you could put a contacts actual Birthday in one field and then be able to Filter results using the date field to find everyone that has a birthdate in that Month that would be good. I really expected this to be…
-
How to use Pipedrive Activities?
Hi there, we are trying to make sense of the PD activities. Let's say we have 3 different meeting types: Qualification, Demo & Follow-Up. We don't want to create 3 different activities for it. Instead we would love to have a single activity for meetings in which you can specify the meeting type. Same questions for call, we…
-
Remove completed tasks from calendar
I organize my workflow by creating a tasks (e.g call Brian) with a specific date and time. I mark it as completed which is a very lovely feature. However, if I complete that task early it will still show up in my calendar and "blocks" that time slot. I don't want to delete it since I need the history. Any ideas?
-
[CLOSED] Looking for Beta testers for our new Recurring Activities feature
Hello everyone! We have started to gradually release the new Recurring Activities feature for our customers that are using Google Calendar sync. If you’d like to get this feature turned on already and be one of our early adopters please let us know. What are Recurring Activities? Recurring activities are activities that…
-
Web Form - Find Data
It would be great if you could allow for web forms to find existing data in the CRM. For example if a automated start chat appears with questions of I'm new here / I'm an existing customer and then if existing customer is chosen their contact details (Phone/Email) is used as a unique ID to search in Pipedrive and then link…
-
Caller reporting
Hello any idea when we would have reporting features for caller.
-
No notification/update sent to guest after adjusting meeting
We schedule meetings with clients however sometimes the meeting takes more time than originally was expected. We'd love to use the statistics to see how long everyone is doing a certain task/meeting etc. Therefore, after a meeting, we would like to adjust the time which was actually spent on a meeting in order to create a…
-
Color coding of Activities on calendar based on Activity Type
Please add color to Activity Type setup and then use this color to display activities on the calendar. This is a big problem for us in trying to make the PipeDrive calendar useful. In addition, the activity sync to external calendar needs to pass along this information. Outlook for example uses categories to color code…
-
Colors for activity types
It would be cool to be able to dedicate colors to the different types of activities, to get an even better overview i calendar view.
-
Activities View
For an even better overview on activities, it would be nice to have both calendar and list view in one.
-
How to stop autmated opening of new activity window?
Dear PD Community, is there any possibility to stop the automated opening of a new activity window after finishing the last activity in the Deal? All new activities in our team will be created automatically in the future, so we don't need this feature. Thanks so much for your help. Kind regards Julian
-
Bulk Activities on Leads
In the future will be possible to add the same activity (example: "recall net week") to some selected leads with one "bulk" action? Thanks!
-
Possible to add a column for "Last Activity Subject" in Person, Org or Deal list views?
Title says it all.
-
Automatização apartir de um data
O Pipe poderia criar atividades apartir de uma data incluida em campos especificos. Ex: preciso que seja contato 56 dias partir desta data, então se nesse campo estiver a data 04/08/2022 ele contaria esses 56 dias e daria a data automatica 29/09/2022 na nova atividade. isso automatizaria para o que utilizamos o Pipe, pois…