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WebForms related to deals
It would be create if it was possible to link WebForm to an existing deal. Case example: Deal movest to "meeting scheduled" -stage. Then few days prior the meeting there would be an automatic email with WebForm for the prospect to send us some background information. Now that would create a new lead/deal.
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Dependencies in custom fields
Different information is needed in different phases or different pipelines. If I have multiple business units or products, perhaps entirely different fields are of interest. However, the number of fields can become quite high. And therefore confusing. How practical would it be to display different fields depending on the…
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List all participants to a deal
Currently, each deal has a primary person and bunch of participants. We're trying to generate a list of all participants to a filtered list of deals - the use case is to output a list of names and email addresses that we can load into Hubspot or MixMax to run a campaign. Searching on the Deal page only gives info on the…
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Automation to link contact to new deal
Has anyone figured out how to link a contact to a new deal when setting up an automation to create a deal from an existing organization/contact? For example, right now I'm importing contacts/organizations from a manually scrubbed lead spreadsheet and then have an automation setup that creates a new deal when a couple…
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Merged: filter leads and other unfinished things in the lead module
This discussion has been merged.
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Participants / Email Templates
Pipedrive is a great tool, it needs a few additions that will improve the UX. Deals / Projects are completed by Multiple Team members. It's never 1 person's show. Now that we have multiple team members involved then we need all their contact info available as part of the Deals / Projects / Email Template For Customization…
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Have the deal icon in email list reflect the status of the deal
As shown in the screenshot above, the little deal icon doesn't show much at a glance to the status of the associated deal in the email list. It would be great if that little icon was clear as to what the status of the associated deal was. I'd propose an open deal would have a grey icon, a won deal would have a green icon,…
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Lead Assignments by Region or Country
Hi there! I have sales teams in different countries. How are you assigning Deal owner and pipeline for the UK vs. US? They'd be an English form, but a different owner. Normally I would do that using a country pull down menu, but the address field is all merged and doesn't have a country field.
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I'm a real estate agent just getting started with pipedrive. I'd like to track things like seller's
I'm a real estate agent just getting started with pipedrive. I'd like to track things like seller's / buyer's closing attorney, home inspector, termite inspector, lender, etc. with deals. I started by adding fields under "organization" in deals but then realized that maybe I should be using "participants" for this. Any…
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Regarding my sales inbox
Hi, Regarding the new email/sales inbox, is there a way to show the deals that are connected to the email better, like it was before the update. I realy dont like the new update where all we see is a small symbol and we need to hold over it to see what deal this email was assigned too. This makes pipedrive a lot less…
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Task/Checklist for every Deal in the Pipeline
We all use checklists, right? For every different deal once you click on it on the "DEALS" section and go to its own section, it would be great to have the possibility to add a checklist for the pending actions/items to which we need to follow up for that particular opportunity. On the "Details" section we can now add…
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Have tabs for the fields in the Deal Page
Be able to allocate the fields within the left hand column in a Deal to be categorised and then the left hand column can be tabbed so you can have several shorter lists of info rather than 1 long list as it currently is.
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Is there any API function to retrieve Enum/Set Custom Field Values
Hello everyone , I noticed that when we retrieve a deal using the API endpoint /v1/deals/{id}, the returned dictionary includes the custom fields and their values. I can retrieve the keys of custom_fields using /v1/dealFields, but I'm having trouble finding an API function that can provide me with the list of custom field…
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Organize Deal Fields in the Deal Details View
Hello, We are really struggling with the user-friendlyness and visual of Deal Details, which we use constantly with several deal types and dozens of deal fields. We would really need to be able to hide some deal fields from certain Pipelines, even when those fields have values, and we would also love to be able to regroup…
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Hide deal fields from the "Add new deal" window
Hello, we would really like to be able to hide the default deal fields from the "add new deal" window since there are several that we don't use like Organization, Probability, Labels and expected conclusion date. We would also really like to be able to hide the deal fields that are "Obligatory only when marking a deal as…
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New Automation
Asked this question earlier to a Pipedrive representative and they suggest i post on here to get the feature upvoted: I have a custom field in my deals that states when a quotation is required by. Is it possible to have an automation that sends me an email a week before the quote is required and the day before to ensure I…
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How do you create one singular Report that shows number of emails sent & Activities actioned
Hi all, I am looking for a way to create one Report that shows the number of emails sent & Activities actioned over a specific period of time on all deals in my Pipeline. EG: All Activities (calls, notes, meets) AND emails sent (via Gmail integration) during the month of April. Thanks! Alex
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Adding multiple Contacts/People to a Lead
Seems like you can only have one person on a lead. Would be nice to be able to have multiple contacts, as we keep opportunities in Lead status until we have a shot at it (at which point we convert to a deal). But, up until that point, we may discover multiple organization contacts (and organizations!)
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Pipeline stage dates on start of using Pipedrive
Hi! Is there a way to adjust Pipeline dates? I started to use Pipedrive couple of months ago and would like to add old leads to Pipedrive with actual start dates. Now the number of days from lead to deal is showing too few days. I managed to adjust Deal generation date, but that does not affect to number of dates to get…
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Pipeline View
Is it possible or are there plans to make it possible for users to see a consolidated view of multiple pipelines? For example, lets say I make a separate pipeline for 3 different service lines we offer. Each sales rep sells all three but the sales rep has the ability to just view a single service pipeline or see the deals…
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Switch Email to Different Deal on Deal or Person Detail Page
Could you please add the ability to switch an email from one deal to another inside the Deal page or Person page? Ideally, the drop-down would say "Switch Deal" and I could search for or add a new deal from that option. Right now it's a 3 or 4 step process. Maybe even create an option that allows you to move many different…
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How to filter person/organization existing in two or more deals?
Hello! How exactly should a person or organization that is involved in two or more deals be filtered? For context: I want to remove an inactive pipeline and its deals from Pipedrive, but there are people or organizations there who also appear in some of my other important pipelines. In the 4k+ deals, I have in that…
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Files in Leads
Is there a way to drag and drop files/attachments into Leads, the same way you can in Deals?
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Calculated Fields
Allow for use of a calculated field in a formula for another calculated field. For example, Say I have three manual entry numeric fields that have been calculated into a calculated field called "Total". Now I want to use that total value to multiply by a pricing factor (which would be entered in a separate field) to be…
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View that blends Leads and Deals
Can a view be created that shows my leads and deals on the same page? I like to give my referral partners a weekly update, and I need to pull the data from both. Right now I have to export both and merge them in Excel.
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Show all deals that I follow
Hello, I'm frustrated that I can't simply create a Deal filter for all deals for which I've clicked the Follow button. I just had this confirmed by Support that you do not offer this currently
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How do you work with deals?
Hey together! I am just wondering how you all work with different Products and Deals? The case: We have different products. Do you create for every product a single deal? e.g.: Deal1: Product a - Customer 1 Deal2: Product b - Customer 1 and so on.... Or do you work with one deal per company / customer, including all your…
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Web Form should update only an existing DEAL
Hi, i´m searching for an option to use web forms, but only for existing Deals. I want to sent out a web form (Web forms, JotForm, Google Form...) to collect further standardized informations from allready existing deals/customer in PD. Up to now i did not find any feature to assign that webform feedback, to existing deals.…
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Pipedrive Product Bundles
Does anyone have advice on "bundling" product line items in Deals? We have various products that are made up line items that we would like to price and group together in a standard way (without salespeople have to remember what goes on each line item). Looking for a way to have these entered in a standard way based on the…