Bulk actions

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…
Bulk Edit Custom Fields for Leads
Will we ever be able to bulk edit custom fields within our Leads dashboard?
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.
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.…
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…
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"…
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…
Make "Label" a "multiple options" data type
Please, please, please! Make "Label" a "multiple options" data type; this is a minor technical change, but it can significantly impact productivity for Advanced and Essential users. This can improve Workflow Automation, insights and Bulk actions.
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
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…
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.
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?
Feature Suggestion | Delete Multiple Filters
I wish we could delete multiple private filters at a time
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…
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…
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…
BUG: Bulk edit of Activities
Hi, if I edit multiple activities and try to assign them to a deal, since recently there is strange behaviour of PD. It asks me if i am really sure that i want to edit the Deal/Contacts (but i am editing the activity?)?. And then after starting it fails and no changes occur. Anyone else experiencing the same issue? Best,…
Mass convert from leads inbox to a deal pipeline?
A while back I moved a bunch of deal (just people) to the leads inbox. I'd like to mass convert them back from leads inbox to deal. Is there a way to do this? You may be wondering why? Well, I had some automation setup for email drops and while these were not hot leads, at least I was tapping them on occasion…
Bulk conversion of leads to deal / pipeline / group email
Hi just wanted to check I am not missing "something", but bought a bunch of leads via "prospector" - now I want to effectively put them into 1 deal and send them a #targeted EDM as a group....Is that possible? Paying for too many platforms - Pipedrive, monday.com, active campaign, plannable, qwillr....too much wanna be…
Link assignment of Org, Person and Deal
Use case: when re-assigning an organization from one rep to another, we have to * Change the assignment at the Oganization level * Change the assignment at the Contact level - for EVERY CONTACT INDIVIDUALLY * Change the assignment at the Deal level - - for EVERY DEAL INDIVIDUALLY Missing any of these leads to great…
Try the Customizable Whatsapp to PipeDrive integration
Hi people! Several months ago, I made a post about the WA<>Pipedrive integration that my team and I were working on. With help of the members of this community, we developed an integration that allows for flexible customizations - as simple as setting up a rule on Zapier. I invite you to try it out:…
Create Activites from Organization/People -list
When we have made a selection on what Organizations to work on, we cant create a Activity from that view, we can Export to mailshimp, send mail, even Show on map, but not Create activity. ?? It should be a standard feature according to me and seems easy enough to add.
Planned: more features in Leads Inbox 📥
As we continue to fine-tune and expand Leads Inbox's capacities (see this post), there are still things up our sleeve that we want to bring you over the course of the following months, such as... * Custom fields * Selectable columns * Bulk actions * Exporting Leads * Email integration * Calling integration * Leads in the…
BULK EDIT incomplete function
Hi, I find the BULK EDIT function incomplete tool. I can: * Keep existing value * Replace value * Delete value But I can't APPEND others values if I'm working on TAG columns. The pipedrive support suggestion is to use "import" function but the tools is for administrator only, so how can I allow the user to be autonomous ?…
Leads Inbox Improvements: Bulk actions and editing contacts is going live for all users!
We are rolling out this update gradually and it should be live for all users by the beginning of next week. You will be able to: * Make bulk changes in up to 500 leads at a time * Change contact details for the Person and/or Organization linked to your lead (only default fields for now, custom fields will be editable in…
Need a Way to Stop Auto-Assigning Followers & Bulk Remove Followers
Since a Follower's visibility overrides the Visibility hierarchy in Settings, you should provide a way for companies to prevent followers from being automatically added to records. There is also a need to provide a way to remove Followers in bulk. Perhaps add that to the List view/bulk update option. Thanks to anyone who…
파이프드라이브 가이드: 시스템 ID를 이용해 대량의 데이터 편집하기
질문: 대량의 데이터를 편집해야 하는데, Bulk Editing 이외에 다른 방법이 없을까요? 답변: 파이프드라이브의 시스템 ID를 통해 대량의 데이터를 손쉽게 편집할 수 있습니다. 활용 방법: * 파이프드라이브 시스템 ID란?* 파이프드라이브의 모든 데이터에는 각각의 고유한 ID가 존재합니다. * 데이터별 ID는 파이프드라이브 URL에서 확인하실 수 있습니다. * 거래 목록 보기에서도 파이프드라이브 시스템 ID를 확인하실 수 있습니다. * 시스템 ID를 가진 데이터* 거래 / 인명 / 조직 / 활동 / 상품 시스템 ID를 이용한 데이터 업데이트 프로세스 1. 업데이트할…
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!
파이프드라이브 가이드: 대량의 데이터를 일괄로 변경하기
질문: 파이프드라이브에 저장된 데이터를 한꺼번에 변경하고 싶어요. 답변: 파이프드라이브의 Bulk Editing 기능을 사용하면 대량의 데이터를 한번에 변경하는 것이 가능합니다. 참고사항: * 거래 / 조직 / 담당자 데이터 / 활동 등을 목록 보기 형식에서 대량으로 변경할 수 있습니다. * 거래 -> 리드 변환은 한 번에 100개까지만 가능합니다. 1) 변환할 항목의 목록 보기 에 접속합니다. 2) 변환할 항목들을 선택하면 우측 상단에 '대량 편집' 화면이 나타납니다. 3) 변환할 데이터를 찾아 '현재 값 수정'을 선택 후 변환할 값을 선택합니다. 4) 변경 사항을 확인할…
Bulk conversion of leads into deals
Hello Pipedrive developers, We have started using Leads. It would be really useful to be able to convert leads into deals in bulk. Often we want to convert numerous leads into deals and start by adding them to the same stage of the same pipe. If we could do this in bulk rather than manually to hundreds of leads it would…

Bulk actions

Discussion List