Contacts

Adding a "Copy" button for data fields
Pipedrive should add a "copy" button beside the contact/organization fields, so that users could easily copy the content without having to click on the "Edit" icon and then copy the content.
Create a new contact from a mail in the app
It’s a great feature in the web front end to create a new contact directly with the data from an incoming mail. Unfortunately this function is missing in the app for the Apple iPad. That’s really a pity. The app is very well designed and provides all I need for my daily, mobile work … except the function to directly create…
Best practices for setting up customer profiles?
Hi, does anyone have a thoughts on how to best set up a client profiling template that can be used by sales reps to document their customers' characteristics and preferences? What I am currently thinking about is how to set up a questionnaire-type screen that helps them cover the 5-10 most important issues when talking to…
Setting pipedrive as a sub contractor
I am inquiring as to the best way to setup the CRM. We are typically a subcontractor (Demolition) to Primes. Most of our invites to bid come through other platforms. When we receive the invite to bid and do an estimate for a project, would that specific project be entered as a lead or would we enter it as a deal with…
Add logo to an Organisation
Much like the ability to add a photo to a person, it would be nice to simply add a logo next to the Organisation. Example:
Gamificação - pequenas recompensas para potenciar resultados
Deixo a sugestão de incorporar gamificação dentro da ferramenta, para potenciar os resultados. Por exemplo, nós estabelecemos objetivos por semana. Assim que o vendedor atingir o objetivo ganha uma medalha... e vai colecionando pequenos prémios que o motivam e o levam de encontro ao objetivo Podemos trabalhar com objetivos…
welche Datenfelder werden mit Outlook Kontakte synchronisiert??
Wir haben die Outlook Kontakte Synchronisiert, dabei fehlen leider alle Adressen. Kann man die Sync beeinflussen? Kann ich die Adressen per Hand Importieren? Ist eine 2Wege Sync möglich?
Lead Multi-Label Add Request
It would be great if Leads can have multiple labels. I find many of my customers are crossover on different products, and it would be great to be able to have multiple labels. This could also work on deals, but I feel that the Lead addition is where to start. Thanks!
Contact Creation: Use Domain to detect Organization
When creating a contact from an email it would be great if Pipedrive could detect the organization with the domain if other people from the organization are already added: Example: john.doe@nike.com is a contact with the organization "Nike Ltd." When mary.miller@nike.com writes me an email and I add her as a contact, the…
Can link only one organisation to a contact?
We have an 2 different organisations who have the same contact (with the same email address) - is there no way to link that contact with both organisations?
Linking people to multiple organizations
Hello! Looking for guidance - our company works with agencies where one account contact would manage multiple organizations. For example an advertising agency where we have the organization as 'Multi-Media Inc' but we want them linked to the 'Nike' organization - do we have to create multiple 'people' such as Amy Hunt with…
2-way relationships between Contacts
Hi @Roadmap Tech & @Customer Success teams, Declaring Company A as “Parent Org” to Company B automatically makes Company B its “Branch”. This is a 2-way relationship. This is cool! Here's my issue: Managers have Secretaries. I’m interested in having a 2-way relationship between Contact A and Contact B. So that when I…
Is it possible to have numbers in the "contacts" or organisation section ?
Just like in Excel, it would be very useful to have a number for the line displayed, so that you know at what level of your list of contact you are. For instance i have around 320 contacts (with filter) : when you act globally on them, it would be nice to know if you're in the middle of your listing or just at the…
Revamp people overview in deals
Team and I had noticed over the last few weeks that it is not very handy how the person associated with a deal is displayed, and that there is only one person displayed there. Not only in ongoing deals is there a need to see who is involved when a deal moves up the chain or along the pipeline to someone else but we already…
Best way to clean up contacts?
I wonder if there is a way to clean up contacts that have no relevance anymore. I can't seem to use filters to find contacts that: Have no Deals associated with them Have no Activities associated with them I would like to identify and clean up these contacts. Why do we have these contacts in the first place? A long time…
Working with partners / Partner Portal
Hello everyone, We plan to expand our sales with external partners, helping us to distribute our products. The last weeks I work to write best practices around partner management in Pipedrive. I also worked out that the partners need a lot of additional stuff, so I came around to launching our own partner portal (connected…
First name and last name locking
Hi, I've been trying to find a solution to this problem, but so far no luck. I would like to lock or precisely give to my contact a first name and a last name so that when I do group emails they don't get mixed up with middle names, and double barrel last names. F.ex I have quite a few contacts such as John Van der Smith,…
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…
Data Cleanse Best Practise
I have a 32k database in Pipedrive where we know the data quality is poor. I am using an external company to cleanse the data which wil be delivered as an Excel sheet. Question: How do I overlay the clean data onto Pipedrive without losing existing contacts that are already linked to Leads and Deals?
Document Management Questions
Hello, I have a few questions about document management. What is Smart Docs vs. Panda Docs? For the document management system, how does it work? What’s the difference between linking OneDrive and uploading directly on the Contact card? If we upload documents on a deal, does it push to the contact card? Is there a way to…
Import LinkedIn photo and info on contact details
Hi Pipedrivers! I have many contacts on my crm and I would like to show their profile images. I've started using LinkPort which is an easy way to add contacts from LinkedIn and import their info and pictures, but I didn't find a way to do that for the already existing contacts on my crm. I was wondering if this is possible…
Show details on the side for Contacts and Organizations
It is quite handy that we can access the details of an activity without leaving an activity list, by opening them in the drawer "on the side". Would be great to have this same feature be available also for contacts and organizations lists!
Multiparty opportunities
Hello gals and guys, I am curently building an opportunity with 2 other businesses. Sadly, I cannot link multiple organisations, contacts and prospects in one opportunity. Should you develop this option, please let me know. Keep up the good work !
Addresses
About 80% of the addresses we need to put in either the contact or deals have a unit number. I also like that Pipedrive finds the correct address as well which works will with the "Nearby" option on the ios app. The problem I'm having is that when I put in a unit number before the address Pipedrive can't find the exact…
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…
Pipedrive needs to improve the ability to sort and filter contacts/leads
I can't be the only one that has contacts with a lot of different data points. I don't mind using the create a filter function to narrow people down using certain criteria like; Location or emails sent/received in the last month. However, having to repeatedly go into the filter to narrow down or change the search is…
Edit Person Preview
I'd like to be able to edit the fields shown the in the person preview box. Ex. Add Title to the preview box
How to retain contacts history when they move to another organisation
We had a problem when a contact shifted from one organisation to another whom we also deal with, and we needed to retain the email history and notes associated with that person. If you delete the contact person when the leave you lose the history and if you change their email (if they shift to another organisation) you…
Email Sync: Is Automatic Contact Person Creation Supposed to Happen ?
This is s super simple question: I'd like everyone the sales team engages either inbound or outbound to become a contact person in Pipedrive. Doesn't this happen automatically when using Email Sync? If not, can you use the workflow automation feature to force it? If not, do you need to use Zapier's email parser? Thanks!
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…

Contacts

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