Contacts Management / Sync

Hi - I'd like to know how to add multiple tags to each of my contacts. So I can do a search on a lo
I tried this using the labels segment however I cannot add multiple labels to a contact. Ideally each contact will have 4-7 tags Any help would be appreciated! thanks
Edit contracts from right panel in the inbox
Sometimes I get more information about a contract via email (last name, title, etc) and I want to quickly add it to the contract without leaving the inbox. It would be great if there was a way to quickly edit the contract from the right side panel in inbox so we don't have to leave inbox or open another tab.
KVK- koppeling Pipedrive / invoerhulp
Goedendag, T.a.v. een koppeling tussen kamer van koophandel- Pipedrive, wil ik jullie graag eens raadplegen. Ik heb een paar vragen: 1) Kennen jullie marktpartijen die reeds een KVK- Pipedrive koppeling op de plank hebben liggen? 2) Idealiter zoek ik een invoerhulp vooraf: een salesmedewerker vult een relatienaam in;…
Show hierarchy in an organization / contact
We've created two fields in contact to show the hierarchy: "is manager of" and is "employee of". We can only match one contact each, is there another chance to show the internal hierarchy of an organization?
Pulling a list of all contacts and linked deals
I recently tried to pull a list of all of our contacts and their linked deals. I know we can pull a list of linked contacts and orgs but it would be extremely helpful if we could pull a list of all contacts and their linked deals. The reason we want this functionality is because ensuring all of our contacts are…
How to list / sort contacts by date added / created?
I add a new contact, and then cannot find them because the default contact sort order seems to be random (on https://company.pipedrive.com/persons/list/user/everyone). How can I list contacts by date added?
Email Tracking Organization
I have seen many posts ask this and lots of employees "tagging for feedback" but I'm wondering what the status is. It's doesn't save much time when tracking emails and link clicks if we have to manually scroll through thousands of lines in the sent folder, hover over the eye to see how many times it's been opened, or…
Delete thousands of contacts
Hello, I would like to delete around 4.000 contacts from PD. The list view is not an option as this would require selecting these 4.000 contacts manually. Is there an upload that deletes contacts based on the email address or something like this? Kind regards Hubert
Contact photos appearing that I didn't upload
I noticed some contacts in Pipedrive have avatars (contact photos) that I didn't add. Are these contacts from other organizations that are using Pipedrive?
Identify Contacts origin per webform
Hello, Is there a way to identify the origin (which webform, of several webforms, it came from) Tag, or identify automatically a contact in a custom field, the form it came from, or some other way.. For example, 3 forms are on the web, and the contacts grow as the forms are submitted, later, I want to be able to know…
"Ignored" contacts
I would like to set some Contacts in Pipedrive to be ignored in email sharing, so that any emails with them are not shared by default.
Organization/Contact Insights
Hi... I'm needing to run reports on Organizations and contacts added but there doesn't seem to be any way on insights. Looking at previous requests here its mentioned that it is being developed. Can you please give an update as this is critical as we grow as a business and we need to track activity.
Followers Filter for Contacts
We have 3 divisions belonging to our company working with the contacts in Pipedrive. One of the goals with Pipedrive is that all have access to everyone's contacts across these divisions, so one common database is established. As only one person can be the "Owner" of a contact the others are listed then as "Followers" if…
🗣️ 💬 Campaigns: Q&A | volume 4
Happy Thursday, Pipedrivers! Another Q&A session here. I think I've exhausted all the questions and feedback after this post, so keep them coming in the comments ✏️ Q: Will you be providing a competitive analysis for other email marketing products such as Constant Contact? A: Yes. Expected at the end of Q3 when we will…
Allow me to select the default email address of a given contact to use on a given deal
I have many contacts who have multiple email addresses related to their work with different customers. For example, Joe is a freelancer or consultant who works with several companies/organizations and he wants to help each of them buy my software. When he's working with Org A, he uses joe@orga.com and when he works with…
🗣️ 💬 Campaigns: Q&A | volume 3
Time for another week of recent questions > answers about Campaigns from users like you! 🗣️ Post your own in the comments below and we'll answer. 💬 Q: The new Campaign module is a great start. Does the module include the capability of creating a sequence of emails, triggered by an event in PD? If we don't have sequences,…
Importing contact issue
I am trying to import a contact list but when I select the '...' on the left hand side there is only the option to export. How can I change this?
🗣️ 💬 Campaigns: Q&A | volume 2
This week we're answering questions that we get from Campaigns users like you! 🗣️ Post your own in the comments below and we'll answer. 💬 Q: Will we be able to add a campaign for only when a client is within a specific Deal stage? A: This can be achieved today with filters that contain the deal stage as criteria. At the…
Multiple locations to one organisation
Is there a way to assign multiple locations to an organization? In this specific case, our contact person addresses are to be output via a filter for a Christmas mailing, for example. So far so good & simple. However, different contact persons of some companies are located at different locations. Does anyone have an idea…
Merging duplicated contacts manually
Hello, I have many duplicatedcontacts, because some of them come directly from my searches and conversations in LinkedIn. When I try to automatically merge them with the Pipeline built in feature, it doesn't always select two contacts with the same name to be able to merge them together. Is there a way to merge contacts…
Activity log
Hi, I'm trying to identify why an organisation on a few deals has changed from one company to another. Is there anywhere where I can see a log of who has accessed Pipedrive and, more specifically, what they have done?
Undelete contacts
Hi I note I have several contacts that have a creation date that is much later than I know they were created. This date is when I did an automatic duplicate contact merge but there is no history carried forward - thus I would like to undelete the previous contact (history) and merge it so that the history is back as per…
Recover Leads delated from Pipeline
If I delete a pipeline do I lose those leads, and is there a way to recover delated contacts?
Allow for detailed address editing in the organization view
Currently, the address field in the organization view (page of an individual organization) is show as a single field (full address). The only way to edit address detail fields is in list view, which is a major hassle in my opinion. Two possible solutions: * Add the ability to add address detail views in the organization…
Insights for Organizations and People seems to be totally missing?
As our ISR's call and update our database, we need to track progress and get insights into the status of Organizations and People. Ability to build reports based on Organizational and People fields and statuses. Is there anyway to do this today?
Recent Searches and/or Records
Often I find that I need to re-access Contacts, Deals, and Leads that I previously accessed. To do this you can either search for the record or go to that section of Pipedrive and cherry-pick the record from a list. Seems to me that if you place your cursor in the Search form it would be handy if the system displayed a…
Planned: Global Search 🔎 💫
Prototype. Final version may look different. We are improving the way our Search feature works and looks, to give you a smoother and more thorough experience: * Search look-and-feel will be improved * See recently modified, viewed and added items * Differentiating between similar search names will become a lot easier with…
Insights on organizations
Hello, So I want to have a report on each organisations/clients of our in Pipedrive with the following information: name, nr of deals started in a custom period of time, won deals, lost deals, sum of all deals (amount won, amount lost,) ticket size. All this in just one report. It is possible in pipedrive?

Contacts Management / Sync

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