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Assigning multiple contacts to a lead
Hi there, I have many cases of working with multiple contacts within the same organisation on a single lead. At the moment I can't see a way to assign them all to one lead - when I import the people, despite the Lead Title being the same for all 4, it creates 4 separate leads in the system. What would be the best way to…
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Add note to phone number or email
Hello, a lot of our clients have multiple contact information (multiple phone numbers or emails) and distinguish them with 'work,home,mobile,other' is not enough for us. Is there a way to annotate phone number or email? Or do you plan it in your roadmap? Thank you. Maros
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Add Leads Panel to Client and Companies.
The Leads Section is looking very good, but before I would be able to use it I would love to see a Lead's panel in the Client and Companies info. Currently If a client has 2 projects in Deals and 2 in Leads, there is no way of knowing that that client has leads by looking at the customer's info or their companies info.
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Feedback, need archive fonction for contacts
Hello, I am currently cleaning up our pd CRM. Here is my case example, I look into a company into our pd. We did project with someone but the person is no longer working into the company. I don't want that person to stay active but I don't want to lose tack of the past exchanges on projects. There should be a way to make…
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Who would love to have an email validation option? This would facilitate keeping the DB clean from p
Who would love to have an email validation option? This would facilitate keeping the DB clean from people who moves out.
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Lead Information in Sidebars
When can you reach a lead from the sidebar of organizations and people? It's quite misleading without it, as Deals are shown there but not Leads.
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deleted contacts filter
Deleted contacts need a filter so they can be viewed later. Hi all when you delete bounced contacts you cannot filter to relocate later. Deleted contacts should be able to be filtered so you can restore them later when you find out where they have found new employment
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Adding automatic GPS coordinates
it will be very helpful to add feature that could based on GPS system from phone automatically fill such data in pipedrive. This is a great value while converting lead from PD to CRM and logistic system, as sometimes addresses are not very precise (or there is a typo done), while GPS is.
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Using first name and last name from name field
Hi I use a typeform to ask for first name on one question and last name on the next question, then import into pipedrive's first and last name fields via zapier. Ideally I'd like to ask for the person's full name in one question, not two, but still be able to use just the first name for sending emails from pipedrive (Hi…
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Email to multiple contacts.
It would be very helpful for us if there was an option to send an email to all the contacts listed in the "Participants" section with just one click. We often need to send to over 10 participants and currently we need to copy and paste each individual email into the email.
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Help with emailing prospects through the "contacts" page
Hi. Thanks for your help. I import prospects into Pipedrive and then email them through the contact email feature. Pipedrive only allows for 100 emails at a time and I often import more than 100 prospects at a time. What is the best work around for this situation? I'm still pretty new to Pipedrive and am not very tech…
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Organizing People in SaaS Sales process
Hi, we provide a SaaS solution either directly to the customer or using sales partners. Even if we sell using a sales partner, we are in direct contact with the using customer. In one extreme case, a single person at a customer is my direct contact in one project and indirect contact (via sales partner) in another project.…
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Sync all klenty contacts
Is it possible to sync all Klenty contacts as well as past activity to Pipedrive? I'm using Pipedrive for follow up and having this readily available would be a huge help. The same is also true for tracking web visitors. Thanks, Tagging @Vengat Krishnaraj for help.
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Leads Inbox improvements for users in all plans! 📥
From now on, all new leads have to be linked to a contact (either an existing one or a new one is automatically created), similar to how all deals have to be linked to a contact. 🤔 Why the change? * You can now add a Lead from an existing Contact and track the contact history * Importing Leads with your Contacts? They will…
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Adding a contact WITH phone or mail but without the name
I was wondering if there is a way to add a contact with phone/mail but without the actual name We're active in real estate. During prospection, in some cases you found/have the phone number or mail but not an actual name. However, when adding a contact to a deal, a name is an obligated field. Consequently, our agents put…
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Convert Organisations/ People into Deals
it seems strange that I need to bulk convert my data as excel and then import it. that is something that should be native to pipedrive does anyone else feel like that?
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Changing Timezone for Client Call Calendar Invites
So like most we do a lot of zoom calls with potential clients. We deal in multiple timezones and was wondering why there is not option to send invite with their timezone set instead of my timezone set. For example if we are in Central and the client is in Eastern. I don't want their invite to say "2pm Central" I want the…
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segmenting customers
Hi I am evaluating Pipedrive and need to be able to segment customers. For Example, I will send a different type of email to a customer that is technical compared to one that is business orientated. and at times a customer will be both. Is there a way of doing this? My previous CRM let me add multiple tags that I could…
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Finding or restoring people who have been deleted
Hi Wondering if its possible to find out any CONTACTS which have been deleted by another user. there is no way to filter on STATUS of a CONTACT and thus how would i find if an employee has removed them accidentally or not and then restore them Thanks
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Org Charts
What org chart solutions are some of you using and are you integrating with PD? Ideally there would be an org chart builder under the PD Organization that a user could drag and drop names into. Any talk of this feature being added? Or is there an app in the marketplace I'm overlooking?
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Contacts moving
Hi folks, is there a simple and quick way to move a contact from one office to another of the same company? Thanks
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Proprietà contatti in base al comune
Buongiorno a tutti, ho la necessità di creare un'automazione che mi permetta di assegnare la proprietà dei contatti in base al comune degli stessi, qualcuno ha già affrontato qualcosa di simile? Idee? Grazie mille Alessandro
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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
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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.
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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;…
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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?
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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…
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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?
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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…
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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