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Sorting of deals in pipeline, by drag-and-drop.
Hi. Do you need to be able to drag-and-drop your deals, to sort them in your own order? At moment deals are shown in chronological order according to activity date overdue/due/scheduled. But I need to be able to sort them according to which ones I find most important to work on. Anyone else recognize this?
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Parent/Child Deal Cards (Direct/Indirect)
Hello, I want to have a Parent/Main Deal Card and from that Deal Card, Child/Sub Deal Cards. Is that possible? Reason being, we have a Main Project (Parent/Main Deal Card), and for that project, I am quoting our services to multiple OEM whom are all seperately tendering for the same Main project. So, in the end, only one…
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Para temas de servicios, donde hay venta y arriendo, que es lo mejor para trabajar a través de Pipe?
Actualmente estoy trabajando con el Pipe con un embudo comercial, luego si se gana el proyecto se va a un Project de operaciones. Dentro del proyecto yo estoy poniendo el valor UF/m2, pero quiero ver si puedo integrar productos a esto. Entonces, alguien tiene alguna idea de como agregar servicios y materiales a los…
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Can't add leads anywhere. Anyone else having this issue?
I suddenly no longer see the Add Leads button on the Leads screen and I no longer see the Add Deals button (with the drop-down to add leads) when I am in a person or organization screen. The buttons are just gone. Right now, I can't add new leads. The only way I can add a new deal is to go to the Deals screen and click the…
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Checklist / To-do list feature
Hello, I think it would be very helpful to add a checklist feature (with use of templates) alongside the notes/emails/activities/files tabs. Ideally the checklists could be pinned to the top. And checklist templates would make this amazing for me.
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Thousands or millions toggle
Most of my contracts are either 10s of 1000s or millions. It would be great if I could either toggle per pipe, or even universally across PD, so every deal is listed as, for example "$1.2MM" or $1200M" instead of $1200000. Right now my shorthand is to have every deal in MM so I have deals from $.02 ($20,000) to $2.4…
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New: Updated Archiving for Leads and Deals
Managing deals and leads efficiently is key to staying focused and closing more sales, and now you can archive deals, ensuring you keep a clean workspace for the opportunities that matter. The option to archive leads has also been updated so that behavior is consistent for both leads and deals. Highlights: Archive paused…
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Link multiple Contact people to a deal
It's gonna be great and awesome if we had the possibility to link more than 1 contact to a deal. For a SDR's department it's really essential. In our day to day job we have to reach out several people in one organisation to trigger a conversation :-)
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How can I automate adding a deal to a pipeline
For my closed lost deals, I want to auto-add these deals to a different pipeline to nurture. I am trying to create an automation, but I do not see the option to select the pipeline for a deal. Can anyone advise?
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Super-User Authority to Unlink Emails
We are continuing to have problems with emails getting linked to the wrong Deals, which is hugely affecting our work. I understand all of the rules of how this happens, and I am also aware of how to Unlink them. However, the big issue that we have is that only the Sender/Receiver has the authority to Unlink the emails. As…
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SmartDocs Monthly Quote totals of the products in a deal
Is there a way to generate a quote with the monthly totals of the products in a deal? Currently, I have products added with a frequency of monthly and billing length of 12 cycles. Our customers typically want to see the monthly cost as the quote (we sell a service rather than a product). I looked through all of the prefill…
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¿Como puedo obtener el tiempo y ruta que permanece un negocio en cada etapa del embudo ?
Necesito el tiempo que pasa cada negocio que se encuentre en un embudo específico, en estado abierto y que su fecha de proceso sea el de este mes.
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Can i block editing on a deal after the dealmade is made?
I'm looking for a way to block the team from editing the closed opportunity after the dealmade; as a plan B I thought of maybe an automation to alert specific users if a change is made. Didnt find pre existing topics on this subject but this is my first question here (I apologize if the topic already exists)
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Create New Deal - Adding Product billing date from first view
Hello As Product billing dates are important for correct forecasting through Insights, it's a hazzle that you're not able to add a billing date to your product from the first view, when you add a new deal. Could we make this possible?
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Deal value vs. weighed value - what is the difference?
What is the difference between deal vs. weighted value?
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How to update data on a deal without creating a new deal
Hi, I have multiple users with their own pipelines and hundreds of deals per user, in different stages. We track these deals in excel and I would like to build an automation which is triggered when I import data from excel to pipedrive. For example, I have Company A in my pipeline as a deal and its value is say 10 000 at…
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Automation based on Products within a Deal
I would like to create a set of automations that run based on products that are in deals when they are won. However, I cannot find a way to do this. The instant conditions for deals does not include the ability to filter based on products within that deal. The only workaround I have found is to say that the deal price is…
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Raising Projects from Deals but the activities don't link
Hi. It might be user error but we create Projects from Won Deals using the Project templates. When we do this, the activities save but they don't link to the deal, just the project. Is there a way that when we create a Project from the deal, it automatically links to the won deal?
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Connecting married contacts
How do I connect two contacts that are partners? How to connect two contacts into a deal?
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"REASON LOST" Notes for "Lost Deals"
Hello fellow Salespeople... so, whenever we lose a deal and click that big red LOST button, a little comment box pops up and asks us for a comment. I use this little box to describe why I lost the deal (price was too high, customer went with a competitor, etc) BUT - WHERE DOES THAT COMMENT GO? When we go back and look…
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End date for products
We are a platform that has a subscription model. I like the idea of products but i am missing an option to put an end date for anual subsciptions, one a customer has decided to not continue to use our product. This would be great in the combination, once the deal moves to the lost stage.
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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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Keyword Search Within Client & Deal Pages
It occurred to me, that it would be incredibly helpful to be able to search keywords within a profile. Due to the amount of correspondence that can happen in our industry for each reservation, it can be difficult to narrow find pertinent information quickly. For example, I have a client that is one two cruises, one…
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Is the only option available to "delete" a "won" deal that has concluded successfully?
In the "status options," the drop-down menu only have the options of "open, lost, won, and deleted". I want my won deals to show they have concluded successfully and are closed. Would you happen to have any ideas about how I can make that happen? Or is the idea to delete a deal that has concluded and closed?
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Allow linking of a single activity to multiple deals
It would be great to have the option to link multiple deals to the same, single activity. For example if you had a meeting scheduled with one contact to discuss multiple deals, it would be great to link everything rather that creating multiple duplicate activities etc. Example of activity creation screen
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Integrate products to webforms
I would like to get the possibility to integrate products into webforms. This enables the customer to directly choose his products and and getting this reported into the deal. Today we have to add the products by hand to each of the deals. it would definitely make the automation / creating offers process much easier.
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🚀 LeadOn is Coming: Sync WhatsApp with Pipedrive Effortlessly!
📢 Attention sales and customer support teams! A game-changing tool is about to launch. 🚀 We know how frustrating it is to copy and paste information from WhatsApp to Pipedrive manually. That’s why we’re introducing LeadOn, a powerful solution that lets you: ✅ Sync WhatsApp conversations directly into Pipedrive. ✅ Save and…
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Add checkbox to select deal cards for bulk actions
Please add a checkbox to the corner of deal cards so that we can select multiple and have the ability to perform bulk actions, just like we can in the list view. It would also be nice to have a select all for each pipeline stage. For example, I am looking at my deals by card view and I want to send a group email to a…
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How do I send an email to a standard emailaddress within my company when a deal is Won
When a Deal is Won, I want to send an email to an internal email address. When I look at automations the only option I have is to email to the email address that is connected to the Deal. KR Bas
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Rotting Days resetting with field updates or client communication
We uses pipeline stages to track deal progress and the rotting days would be helpful apart from the fact any minor update in a deal, or communication sent, resets the rotting days. This might be specific to how we utilise the pipelines though would love suggestions from anyone that has encountered a similar challenge and…