Contacts

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…
Show user source on webform submit
This is a low hanging fruit to implement on the existing Pipedrive platform. Please link webforms with visitors. I.e. when a form is submitted, a visitor is created and connected to the person created with the form. This will allow us to know where the person came from. I'm currently doing this with custom code and not…
Recover Leads delated from Pipeline
If I delete a pipeline do I lose those leads, and is there a way to recover delated contacts?
NEW CUSTOMER - DEAL WON - UPDATING ORGANISATION AND CONTACTS TO CLIENT DOES NOT SYNC CONTACTS TO THE
I am not sure what others think of this but for me when I update an organisation to "CLIENT" status after the deal is won, this does not flow through to the contacts that are associated with that organisation that is now labelled as "CLIENT". Now thinking about how you can have contacts as leads that you have never spoken…
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?
Add a "No Good" Label to email and phone number
Since we can't seem to get a custom label for emails and phone numbers, can you add a label that is "Verified" and one that is "No Good" so we can keep non-working numbers. When I delete phone numbers and emails, then ask my admin to find me additional numbers, sometimes I get the bad numbers again, but had deleted them…
Can a Contact be unassigned to someone. ie a potential pool for future leads?
i have an account which is only used for allocating contacts who are classed as raw data and has not been qualified for asigning to an agent. is there anyway of having contacts unassigned as thing is a spare seat which is never used for anything else? Thanks
Auto sync emails sent to 'Participant' contacts on a deal
Hi there, My company urgently needs the Pipedrive product team to auto sync any emails sent to 'participant' contacts to a deal. Currently if you're emailing a client who isn't listed as the point 'person' on that deal then it won't be recorded in the activity (unless linked manually). In most companies there are multiple…
Would you add a button to put a person from an organization into an offer to make it easier ?
Would you add a button to put a person from an organization into an offer to make it easier ?
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…
Email Feature - Adding Contact
I'm really enjoying how flexible Pipedrive is so far. Just wondering when a refresh happens, if it's possible when adding a new person from your email screen to have the ADD WINDOW to the far right or far left side? Currently it pops up right in the middle of the of email and blocks out potential information I'd want to…
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?
Multiple contacts for our Customer success team post winning
so we just brought our account managers/customer success team. they use pipedrive to make filters etc for their work. one of the things they do is they add persons to contacts and tie them to organization for who they deal with. The problem is is that sometimes' their person is different than who we talked to during the…
Update to Adding Contacts is now more time consuming and requires several more clicks - not happy
Using Pipedrive everyday to add contacts to companies, I have noticed a recent update that is frustratingly inefficient and in my opinion unnecessary. Before the update, I would just click on the"+" button to add a person which would bring up some person fields for me to fill out.. perfect. Now when I go to do the same, a…
How do I find deleted contacts?
So, we are in a bit of a pickle. For the past 2-3 years we have used Pipedrive to keep track of ALL our doctor office contacts and referral coordinators. I was informed by my executive director that our account should be full of phone/fax numbers, but when I was given access to the account I found out it was pretty much…
Email visibility in deals
I love the pipeline visibility. What I'm struggling with is tracking information. My "deals" are all people. Meaning, I'm reaching out to one person per deal to move it along. Maybe I'm missing something, but I can't get all the information in one place. I make notes and track activities in the deal, but email threads are…
Doublons multiples
Bonjour à tous, Depuis quelque ssemaines j'ai un problème, le système génère spontanement des dizaines de doublons sans que nous le choisissions. Ave vous déj à eu ce bug ?
How can I delete bad information (contacts, companies etc)
New to Pipedrive and was asked to sync my contacts. In doing so, a lot of bad information or irrelevant contacts were part of that process. How can I remove contacts and/or companies from my Pipedrive so it’s clean?
How to split a contact name into first- and surname
I understand from the forum that the fuction to split contact names into first- and surname needs to be enabled individually. Can this be done via this request?
🧠 Make Time For Prospecting - Sales Pipeline Course: Chapter 9 | 📽️ 2 mins
https://www.youtube.com/embed/087zHpE2YT0* ?ref=community_postThe most effective way to have a healthy pipeline is to effectively manage your time. This means making time for all the essential sales activities, including prospecting. However, it can be hard to find time for prospecting, especially if you feel like you…
2way sync Pipedrive Mailchimp GDPR challenge
We get leads from different channels. Some come from people who register on a form (no problem here). But we also target our leads ourselves, and after we have had a meeting with a potential customer we would like to keep them warm by adding them in mailchimp. But we can not add someone to mailchimp without acceptance from…
🧠 Empty the Pipeline to Keep It Flowing - Sales Pipeline Course: Chapter 8 | 📽️ 2 mins
https://www.youtube.com/embed/1MkUDwu9j3AA clean pipeline is a healthy pipeline. If your pipeline is full of cold leads and non-responsive contacts, it might be time to flush it out. Identify leads that aren't going to close and leads that aren't ready but are worth following up with at a later date. Download our Sales…
🧠 Get the Deals Flowing Faster - Sales Pipeline Course: Chapter 7 | 📽️ 2 mins
https://www.youtube.com/embed/GrTjIitPw-YLearn about the fourth and final lever that is vital to having a high-performing sales pipeline: increasing the speed you close deals and getting your pipeline flowing faster. Recap all four levers: * How to add more deals * How to go after larger deals * Plug the leaks in your…
Main Contact column on Organizations Page
Hello. I have more than 1000 organizations on my list and i want to select and see Main Contact on organization list. Who is help us there, i want to select the one person for each organization next of organization name in Organizations page. Alternatively , if we can get columns from People column , i can get the main…
Now live: Email Sender Name Editing in Sales Inbox 📮
⚠️ Update: this is already live, learn all about it here. ⚠️ ______________________________ Currently when sending emails from Pipedrive, users cannot edit the name that appears in the "From” field. We hear you and know this has been causing you frustration, so we're working to change it! Instead of sending an email as:…
Mudar cadastro de Pessoa para Organização
Oi pessoal! Como seu faço para mudar um cadastro de Pessoa para Organização, sem precisar exportar a lista de contatos.

Contacts

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