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Bulk Edit Custom Fields for Leads
Will we ever be able to bulk edit custom fields within our Leads dashboard?
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Batch create deals from contacts
I'm looking for a better way to select multiple contacts and then batch add them to an existing pipeline. I found this video that show how you can do it with automation. It's less than ideal https://www.youtube.com/watch?v=aNm-PBE2o_Q TBH it's perplexing to me that this is not something that's already built in. Any ideas…
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Best way to manage DUPLICATES???
Hey, Pipedrivers I would like some suggestions here and also discuss the way some of you manage DUPLICATES. We have a client that created lots of duplicates, to be more exact 700+ only in one category! Now comes the tricky part, Merging them 🤯! Doing one by one is really a pain, and PD should develop a simpler way to…
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Bulk editing lead labels: Append option
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…
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Feature request: Bulk editing lead labels: Append option
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…
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Merged: More Bulk actions on email
This discussion has been merged.
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creating deals from organizations in bulk
I've got 182 organizations that I want to bulk create under qualified stage in a specific pipeline. How do I do this?
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How Do You Import Phone Numbers and Flag Them as Mobile
I'm trying to import a database of contacts. I have one phone number for each contact. It's a mobile number. I'd like to flag that in the contact record so it looks like this:
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Bulk delete organizations
How can I bulk delete selected organizations?
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Linking multiple emails to a deal
Hi All, I have the email synch enabled on Pipedrive and any email that is addressed to or from the participants ends up on the deal , which is great. However there are a number of deal related emails that do not automatically end up on the deal as the emails do not include the participants. It would be great if I could…
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Bulk Add a Value to a Data Field (AKA Mass Adding Tags)
Right now when you bulk edit, it replaces the current value, but what if you can add another value to it so you have multiple values in your custom field that looks like this. Here's what it could look like... The system is already capable off adding values when merging contacts, so why not have this feature be added when…
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Bulk label emails
Hi, can anyone help me to show me how I can bulk label emails? Thanks, Joop
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How can I bulk edit contacts associated with organisations owned by a specific user?
I have alist of contacts at organisations owmed by a specific user - I need to bulk edit the contacts to be owned by the same user that owns the organisation. How do I do this please?
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Activities bulk edit - Project missing?
Hello, is it possible to bulk assign activities to a project? Because I see only the Deal field in the bulk-edit sidebar, and a project dropdown is missing. I can edit each activity one by one and there is a field Deal/Project where I can add select the project or deal but I'm missing a bulk edit feature.
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Bulk Edit Multi Option Field
Is it not possible to bulk add an existing value to a multi value field? Seems odd that wouldn't be possible.
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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.
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Bulk edits not working
Hi I am attempting to bulk edit my contact with labels, I have been trying since yesterday and keep getting the same message pop up. Can't Start bulk editing. Please try again. It is taking me the better part of two hours separating these contacts from my main list to edit the details and I cant keep restarting the…
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Is it possible to append Deal records in bulk using CSV?
I want to append a large bulk of Deal records using a CSV file, but when I upload the file, it tries to add the appended records as new deals instead of updating the existing records. Background: We are appending a large group of records with a "0" in a custom field for a tracking project. Because we are doing a large…
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Manage country for Contacts as a code not as a text
In Pipedrive, "Country of address" is a kind of magic field that is filled automatically by Google when your type the address or when you import contacts. If you use Pipedrive with the UI in French, the country field is filled in French. If your UI is in english, the field is filled in English. So you have some contacts…
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Filter Opened Emails
It would be really nice to be able to filter by emails that have been opened by recipients and then be able to do bulk follow ups to those specific people. Anyone else see this as something that could save a lot of time?
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Bulk Change Custom Field Properties
Pipedrive has just launced new features for visibility of custom fields within a Pipeline. However, you currently need to manually change each and everyone to update the settings. This is the same for all the settings on custom fields. Please update to allow for bulk change of custom field properties.
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Bulk add activities to deals
When I create a list of deals, I'd like to select all those deals and add activities to them in bulk. This prevents the need to click each one, one at a time, in order to create and schedule activities and assign them. HubSpot has this functionality, and also provides a way to "power dial" through each activity view.…
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How do I send emails to 40,000+ Group?
I have a large email list i've collected of warm leads, I've uploaded all of them but cant bulk email all 40,000 due to a limit of 100 per bulk email. How do i quickly send these emails out in groups of 100 each day with my template without having to manually click 100 boxes each time? How can i track ones I've already…
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Why can't I bulk edit Activities in a People list? Why do I have to waste time creating a spreadshee
Why doesn't the option exist for me to bulk add Activities to checked records in the People list? Seems that this is a basic functionality of a CRM, yet the bulk edit only allows you to change basic information in records. Instead of being able to check those people off and create an Activity for them (e.g. "Sent card"…
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How do I bulk add deals from a filter list I've created ?
I want to create new deals against a number of contacts I have in pipedrive. I don't want to have to go to each contact one by one to create the new deal. I would like to create a list with the filter tool in pipedrive Then bulk add new deals against people I select on the list I notice I can do bulk covert list results to…
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Can the Bulk Edit Fields for Products be modified?
Hi, I am currently attempting to do a bulk edit of the prices of a number of products. Unfortunately, the Price field is oddly not visible in the list of bulk edit fields for Products! Does anyone know how to change this? Thanks in advance, George
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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?
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Feature Suggestion | Delete Multiple Filters
I wish we could delete multiple private filters at a time
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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…
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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!