Deals

PipeDrive Deal stages log
Hi, guys! Please help me to find a way to get API which will show me logs of Deal Stages moving. We found the 'Activities' API, where we found a filter 'user_id', and there we found an info that user changed a stage of the deal. But it's not what we are searching. We need some way that navigate us to exact deal, where we…
Would anyone else see the benefit of having 'leads' visible on the contact or organisation view?
If a lead is set up it seems that it is only visible in the Leads inbox currently, which is fine but would anyone else find it useful to know when you are on contact if they have any leads open in the past or they have one open currently? Similar to the way deals are shown. To me, the leads feature would be really useful…
Completed Activity filtering on Deals
Having a filter on each deal to filter completed activities by type for that specific deal. This would help to further streamline account review / lookup time. I.e. reviewing particular milestone activities on account vs. scrolling through 3+ months of activities on the account
How do I bulk add deals from a filter list I've created ?
I want to create new deals against a number of contacts I have in pipedrive. I don't want to have to go to each contact one by one to create the new deal. I would like to create a list with the filter tool in pipedrive Then bulk add new deals against people I select on the list I notice I can do bulk covert list results to…
Bulk Create Deals
Buolk create Deals or Leads from Contacts or Organisations. I had a client who has Organisations which need to be taken through a renewal pipeline - I had thought this feature existed but turns out you have to import Orgs as Deals in order to create bulk Deals with Orgs
How to sort and display "Choose columns field --> Visible"
How to sort and display "Choose columns field --> Visible" in the deals pipeline kanban view? Because "Choose columns field --> Visible" only works in list view, not in kanban view. Thanks
Any chance we get a Tax exclusive option for deals anytime soon?
I'm aware this has been asked before. There even seems to have been a "coming soon" marker in the UI at some point two years ago, but the option isn't available to me. So I'm bringing this up again. Any chance we get this soon? Otherwise the whole Deal pricing thing doesn't really work for us in a B2B context... Past…
Automatically Link Activity (Zoom Call) to Deal
Hi, My leads are booking calls via a calendar link (e.g. Calendly or Motion; not the Pipedrive tool). But these calls are not linked with the deal. Is it possible to link these calls/activities to the deals similar how emails are linked to a deal? Thanks!
Deal Custom Fields Options
Hey. I have an issue with API custom field options in deals. I try to add ENUM custom fields to deals. And can't add correct options to fields. The system doesn't parse my options JSON string and add it as one option. What I mean, is see the screenshots: My request And What I have: Could you, please, help me? Where is the…
what is the difference between automation labels and lead labels?
I would like to have multiple pipelines for different types of clients. So when setting up automations to immediately create a new deal from a new lead, I need the lead/deal to go into the correct pipeline. I see that I can set labels both when creating a new lead and when creating a new automation. But these two label…
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…
ON/OFF Lost deal reasons
Please turn the option back to the company to choose whether or not to use lost deal reasons. I don't know why you removed the toggle, but this feature is completely ineffective as it is because comments don't show up in reports at all. If I put data in the comments, I just lose it and I can't export only the notes that…
What is the best way to regularly send out an email with the results of a filter?
What is the best way to regularly send out an email with the results of a filter? For example the day of a weekly team call we'd want to send out an email to the team with the list of open deals in a specific region (filter) so that they can quickly glance in their inbox in preparation for the meeting. I'd also want to…
Create a Purchase Order from a Deal that is closed Won
With the introduction of Projects, Pipedrive is becoming more than just a CRM which is awesome. One feature I would love to see added is the ability to create a Purchase Order once a deal is closed won. Create Deal Create Quote using Smartdocs pulling in the products Closed Won Create Purchase Order to the supplier using…
Feature request: Edit the date of Notes after posting it in Deal
Be able to edit the date of the note so it fits into the timeline of the deal accordingly (image 1) Or even better would be the ability to edit the date by clicking on it (top left) and you're immediately able to edit it in the pop up (like you can with Deal names - image 2)
Forms & Checklists within a deal
Could we please have the ability to to create forms and checklists that can be then used to create a task in the deal. The user assigned to the task would open the form and complete it, the information would then be added to the deal as pdf file as well as a note. The application we have for this is around servicing. Our…
Merge LEAD vs DEAL
We had to build our own tool, which unables us to merge information between LEAD and DEAL. For example. You have an open DEAL, and one of your sales person is already talking to the customer. Then, after some time the same customer fills some form and this creates you a new LEAD. So theroretically, we have the same…
New Deals Screen Format
I like the new deals screen format but would would be really useful is the BCC e-mail address being accessible at the top of the screen so I don't have to scroll down to access and copy it.
New Pipedrive UX Issues
Hi Pipedrive Team, I have noticed there has been some update to the Pipedrive UI/UX recently (I believe, visible for me from today). I would like to point out that in the Deal view the new UI/UX is extremely inconvenient. Now, I can see way less information on past emails/notes in my screen as the right part (Summary) has…
Forecast on signed and "open" Recurring Revenue
There are a lot of postings on this topic. But I do not give up hope that one day this will work properly. Both we and a lot of our customers would need a basic forecast report on recurring revenues. It should give an overview over signed recurring revenue and a forecasted MRR according to the weightened revenue of open…
Concern Regarding Potential Removal of Crucial Feature
As a loyal supporter of your company for almost eight years, I would like to express my concern about the potential removal of a critical feature that is essential to our business. I am referring to the ability to click on the address of a deal while in the deal view, which opens the map view and allows us to use the "Show…
DEALS linked to Activities, and change DATE for both
Hello everyone ! Can you help me ? I need a new function : 1) to link more than one DEAL to an ACTIVITY; often I have two or three DEALS , with different products : one for pump, one for pipes, etc.. but for the same PLANT / BUILDING 2) when I change the DATE of the ACTIVITY, it should be changed automatically the DATE…
multiple labels in a deal
Is it possible to attach multiple labels to a given deal?
Moving a deal across to another pipeline
I have a Pipeline from enquires all the way to my enquires becoming customers. I have then made another pipeline to manage my customer through the process to help me better my communication and there overall experience. How can I move a deal from one pipeline to another? can it be done or do I have to make one really long…
Show deal participants in pipeline
Hi, Currently a deal pipeline only shows the main contact person and the participants (other important contacts at client) are only shown if i click through to the actual deal. The proplem with this is when i download the pipeline to excel, only the main contact is downloaded and if i want to send a group email to the…
Best practices for setting up customer profiles?
Hi, does anyone have a thoughts on how to best set up a client profiling template that can be used by sales reps to document their customers' characteristics and preferences? What I am currently thinking about is how to set up a questionnaire-type screen that helps them cover the 5-10 most important issues when talking to…
Deal renewal type is not available in deal fields endpoint
Hi there, Deal renewal type is available in get Deal by ID endpointapi/v1/deals/:id Ex: 'renewal_type': 'one_time' But this property is not exposed with get all Deal fields endpoint api/v1/dealFields. Is there any reason to not expose this property in all Deal fields? Thank you.
Setting pipedrive as a sub contractor
I am inquiring as to the best way to setup the CRM. We are typically a subcontractor (Demolition) to Primes. Most of our invites to bid come through other platforms. When we receive the invite to bid and do an estimate for a project, would that specific project be entered as a lead or would we enter it as a deal with…
Calculate deal value based on other custom fields
Just found this article: https://support.pipedrive.com/en/article/custom-fields-formula-fields yippie! I would love to be able to calculate the deal value based on other custom fields, is this possible too?
Merged: EDIT DEAL PROBABILITY IN LIST VIEW
This discussion has been merged.

Deals

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