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Contact import issues
Hello, I imported 40 contacts into Pipedrive using an Excel document. In the Excel doc, I created a custom data field to be imported with each contact. I mapped it on the fields during import. However, when I check the individual contacts, the data field is there, but the content is not populating for each contact. Also,…
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How to see contacts with multiple open leads
I'm trying to find a way to list all of the leads of contacts that have more than one open lead in our system so that we can close out the old ones and focus on the new. It gets extremely confusing since the agents can't view the leads and when they were created from a contact. In the leads inbox I see a "Person" and "Open…
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Reporting - Cross Entity
Now that we can create reports with cross entities in one report, it would be good to be able to segment by and then choose if its Lead, Deal, Org or People data to segment by. Currently its only based on the report type and the originating entity
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How do I stop the "Link a person" pop-up from automatically popping up
every time I link a person to a company the "Link a person" popup opens again whether or not I need it
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Sort By Zip Code
As we work our territories it would be great to sort job sites or offices by postal code. And have them show up in google maps.
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Pin Drop Feature
We sell to constructions sites. At the beginning of construction many of these sites do not have physical addresses yet. It would be nice to click to add pin drop or coordinates.
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Better Contact Timeline
Hello, I love the Contact Timeline feature because it helps put things in perspective. Currently the contact timeline only shows future events if the 12-month option is selected, and even then, it only includes events from the same year. It would be very helpful if, along with past events, we could also see future planned…
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People: customizable pop-up
Hi, it would be great if the pop-up showning people's data could be customizable/configurable. In addition to the data shown below, I would like to display the "job title": This would allow me to have immediately a vision of whom to call first. Eg if I want to call the HR director. Presently, this data is not displayed on…
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Enable First Name and Last Name in Contacts
Hello, We are attempting to send emails out from Pipedrive, but currently do not have F/L names separated and can't personalize. Can this be turned on for our account? Will this automatically separate the existing contacts in the system from full name to F/L or will I have to re-import those? If so, would this affect any…
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Is it possible to see or download all the changelogs or the changelogs of a specific data field?
As an admin, it would be extremely useful to be able to download or access all the changelogs at once, not going deal by deal or contact by contact, etc. Is there any way to do it? Otherwise I'd like to report it as a suggestion to the Pipedrive team.
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Contacts and Deals sync with Calendar Activities
Hi all. Is there a way to automatically have my contacts and active deals sync with calendar activities? I have synced my Google Calendar with Pipedrive. However, I noticed that although my meetings show up in my activities (which is what I want), the contact and deal fields are blank. It doesn't automatically recognise…
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add a deal with automations and avoid duplicate deals at the same time
Hello, I would like to automatically add deals in Pipedrive when a contact is added. It's important that a deal is only created if the imported contact has a phone number or if I assign a phone number to the contact after importing. It's also crucial that no duplicate deals are created. Contacts are imported via surf from…
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Pipedrive Contact Enrichment: A simple 10-Step Guide
Discover how to automate Pipedrive contact enrichment using Clay.com. This 10-step guide shows you how to boost your CRM's value effortlessly. Tool used: Clay.com (affiliate link: sign up to receive 3,000 credits worth $229 when you upgrade)
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New: Multiple labels for Contacts 🗂️
Hello, fellow community members! The Multiple Labels for contacts feature is coming out of beta and is being released to companies in all regions. What: You can assign many labels to the same person or organization. Learn more about using contact labels from our Knowledge Base article here. For whom: All plans. When:…
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Unable to create a deal without person/org
For many of my deals, I can't reliably identify a person/organization I am dealing with (please don't laugh at me). This is due to platform limitations on which we operate. So I am looking for a way to create a deal through UI without specifying these two. However, when I try to do so, person/org appear to be 2 of the 3…
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How add a birthday to the contacts (DOB)
Hello there, I'm new here at Pipedrive, does anyone know how to add a (day of birth) DOB to the contact, and shows an alert at the calendar?
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Linking multiple Organizations to a Deal
Hej, we are operating a 2-sided matchmaking business model and would require linking 2 different organizations to 1 deal. There could be a primary and a secondary organization. However, making this possible in anyway would be a great booster to businesses that operate a multi-sided platform. Thanks for your feedback!…
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Add the ability to vertically reorder columns in Contacts/Organizations/Leads tables
The current implementation of column ordering in the Contacts/Organizations/Leads tables is very slow and inconvenient. When there are more than 5 columns and they extend beyond the screen boundaries, adjusting their order becomes very difficult. If Pipedrive allowed global settings to be saved, this issue would be less…
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Make field editing consistent across contact and leads lists
In the contacts table, fields can be edited without going into the contact or organization details, but the behavior on the leads list is completely different. I suggest aligning the field handling to a consistent style, using the contacts list as the standard. Contacts: Leads
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App Integration - Dialpad
Pipedrive should intagragrate with Dialpad app the way it does with Justcall app. https://www.dialpad.com/
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Multiple Labels for contacts and organizations.
It would be great to have multiple labes for contacts and organizations. I know that I work around is custom fields, but they are not as visual as labels. A good example for labels in organizations would be: Company A: Label 1 buy procuct "semilla", Label 2 Interested in product "tierra" No potencial IN product "zamilla"…
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Unable to display first name and last name fields
Previously, I imported contacts from third-party applications, and all contacts had First Name and Last Name fields. Now, I am trying to manually add a new contact and encountering the following issues: The First Name and Last Name fields cannot be displayed and filled in the contact card form. The Name field cannot be…
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UX Improvements in bulk operations with contacts
I can say for sure that this sidebar on the right should not open automatically. It violates all UX design principles and makes it impossible to select multiple contacts. You left horizontal scrolling, but the left column, which should serve as a guide, is not fixed, causing disorientation. Even if you fix it, the last…
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Contacts eMail filed contains multiple values (work, home, others) that can't be filtered, used on w
When one contact has more than one mail we face multiple issues: * The options Work, Home and Other are not enaugh.* For example, it does not allow to check one email address as "old" for one contact, and if we delete the email address because it's not longer valid, we lose the mail thread with that contact. People change…
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Importing Organisation relationships
It would be really handy if via an import you can assign the organisation relationship, currently workarounds have to be made which takes you away from using the native relationship management feature, also because you cannot do anything with that feature, apart from viewing and exporting via the back end. I have a client…
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How to change contacts with Bounced status
Hi Everyone, So, for the past month about 600 contacts have been soft and hard bouncing emails from my organization. This has happened to the point where those 600 names have been relegated to the "Bounced" marketing status. Since then, we have authenticated our domain on Pipedrive and cleaned up our list of spamtraps and…
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Contacts sorted by first letter of their Name instead of First Name
Contacts are currently sorted by the first letter of their first names if we use the list of letters on top of the list of contacts. It seems to me that it would be a good option to be able to sort our contacts by the first letter of their family names instead of the first letter of their first names. This way, every…
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Calendar and Email Workflow Tips and Tricks
Hi Folks, I'm the CEO of our company but I also handle the vast majority of the deal negotiation and closing. I receive A LOT of emails which is non-related to Sales / Pipeline. I currently have my O365 calendar which is syncing everything which looks odd in Pipedrive since I would prefer to be able to either setup the…
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Global Setup - Contacts
Every organisation will need to setup their CRM in their own way, collecting the contact data they need. That is a pointless feature if every users account needs to be setup individually from scratch. The Deals page can be controlled globally with setup, why can't the Contacts view? Having set up the data I wanted entered…
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Duplication Rule on Email is Broken
The default duplication rule on contacts (name + any of primary email, phone number or organization) does not really work for us, since we regularly update contacts from their submissions of registration forms. And people misspell their names surprisingly often. They rarely misspell their email addresses though, because…