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Multiple Organizations per Deal and Automatically Add Organization Members to Deal
I want to request more flexibility in the data model with associations for Deal -> Organization -> Person. We often have situations where multiple organizations might be involved in a specific deal. We currently need to work around this with custom fields, but this limits our ability to use some of the deal tracking…
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Adding Visibility Controls by Pipeline
Visibility groups are too difficult to use. Setting visibility on each item is not realistic, and becomes impossible to manage once you have 2+ people with limited visibility making changes. Plus it is tied to Pipedrive's more-expensive plans. It would be really great to have a feature that ties visibility to specific…
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Pipeline view - (Color)-mark Deals with new Email
For my workflow and greater transparency I would like to see in the pipeline view which deals have a new email in the inbox. Similar to the already existing feature "deal stagnating" (I use the german version and don't know the english name) that highlights deals that have been untouched for a while. This would be the…
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View deal owner in pipeline view without adding filter
We would like to see whom the deal owner is in the pipeline view without changing the owner filter. We can then see at a glance who is working on each deal. We have a temp workaround by uploading a colour to our profile photos which then is displayed on the pipeline cards. A better solution would be appreciated!
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Is there a possibility to allow everyone to delete Deals and contacts in PD?
Dear Community, So far, only Admins can delete contacts, organisations and Deals. I would like to allow all Sales-Team-members to do that. Is that possible? Thank you so much for your help in advance!
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How to preserve won status of a deal, that was lost after some time?
I run a subscription-based business, and such businesses have churn, meaning we lost some of the deals that are previously won. What should I do with a deal that I won and, let's say, after 12 months, is lost? Please mind that if I change its status to lost, reports will lose the crucial information that the deal was…
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Transfer deals between funnels / Traspasar deals entre embudos
Hello community. When you transfer deals from one funnel to another in a massive way (I don't know if manually) (due to information reorganization things) the traceability of the evolution of the deal is lost. I think this can be a problem if, as it is my case in a client, this is not reported beforehand. Do you know of…
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Currency Exchange // Cambio de Moneda
Hello, community! A question about the currency of the deals and their display for each user. As admin user, I would like to see the value of the deals in the original currency of each user and in the exchange currency. For example, an admin user wants to see a list of all the deals in € and in the local currency of each…
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Possibility to evaluate how many new customers are added per month?
Hey everyone, is there a way to track if a signed deal belongs to a new customer or if the customer has signed deals with us before? We would use it to evaluate how many new customers we have in a month.
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Changing Deal Activity Dates
I would think we are alone in this, but when we have scheduled activities on a Deal it is possible for the deal owner to change the date. When that user fails to complete their activities that day, they can simply change the date to a future time which hides the fact they haven't carried out the activity on the scheduled…
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Expected close date
Is there a way of an alert/reminder being sent to deal followers on the expected close date for an open deal?
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Is it possible to edit an existing lead through a Gravity Form submission?
We are using the Pipedrive Add-on for Gravity Forms in order to create a new contact and deal when form A is submitted. This is working perfectly. We would like to have form B pop up in a modal after form A is submitted. Form B would have a couple of optional questions in it that, if submitted, would update/edit the…
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How to stop autmated opening of new activity window?
Dear PD Community, is there any possibility to stop the automated opening of a new activity window after finishing the last activity in the Deal? All new activities in our team will be created automatically in the future, so we don't need this feature. Thanks so much for your help. Kind regards Julian
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New value for field "Interval" of the subscription plan: "biannually"
Could you add the value "Biannually" (that is, every 6 months) to the list of possible values for field "Interval" of the subscription plan, please?
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Allow contact-based email template fields based on the main contact person on a Deal, and not just t
I am making an email template and I need to be able to use the email address of the Deal's primary contact as a template field, even if that contact is not the recipient of the email. Currently, it provides a bunch of fields from the Contact object, but that seems to be based on whichever contact is in the "To" field of…
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Deal converting with one Click
For example, can I mark 35 different organizations in my list to turn them into deals who are WON with just one click instead to grab every single organization and to turn in an WON deal?
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Convert Lead into Deal in bulk
Hello Pipedrivers, I am looking for a solution to convert more than 100 leads into deals. Is there a way to do it all together ? Thank you. Best Regards, Geoffrey
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Is there a way to setup an automation which pulls the organisation label through as the deal label o
Is there a way to setup an automation which pulls the organisation label through as the deal label once created? and second point is there a way to mass update organisation labels?
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Leads Inbox - Separating fields for Leads and Deals
We're currently evaluating Leads Inbox to determine if we want to incorporate it into our processes for handling MQLs. I've run into a few issues right off the bat - one being that all of our fields for Deals show up in the Lead. The data fields we've implemented for Deals are unique to our Deals and don't apply at all to…
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Upload Organization
Does anyone have a solution to organizing uploads--possibly an integration? We upload 20 to 50 files to a deal sometimes and it is complete chaos.
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Cambio de Moneda // Currency Exchange
Hola, comunidad! Una duda en cuanto a la moneda de los deals y su visualización para cada usuario. Cómo usuario administrador me gustaría ver el valor de los deals en la moneda original de cada usuario y en la moneda al cambio. Por ejemplo, un usuario administrador quiere ver un listado de todas las propuestas en € y en la…
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See average time per stage
Hi, I would like to know if anyone knows any platform or way that I can know the average time in minutes of the client is in the business stages. I saw that this data is saved in the api, but I am not finding any way to achieve this.
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When Duplicating a Deal - would be helpful to have "Notes" and all history follow the copy of the de
I currently use Pipedrive not only for my Sales Pipeline, but our Account Management Pipeline. I need/want that history to follow the new "deal" in the Account Management Pipeline. Pipedrive support provided me with a workflow automation that will automatically duplicate the deal and add it to the right stage in the right…
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Bulk conversion of leads to deal / pipeline / group email
Hi just wanted to check I am not missing "something", but bought a bunch of leads via "prospector" - now I want to effectively put them into 1 deal and send them a #targeted EDM as a group....Is that possible? Paying for too many platforms - Pipedrive, monday.com, active campaign, plannable, qwillr....too much wanna be…
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How do you remove applied filters on the Contacts page?
I don't want to delete the filter, I just want to stop filtering my contact list. In the drop down there doesn't seem anyway to uncheck the used filter. The only thing that it seems I can do is switch to another filter, which is not what I want. I want a completely unfiltered list. #contacts #filters
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Changing owner name
Hi, how to block changing owner option for some users in Pipedrive? I need to enable for some users this feature. Cheers
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Link assignment of Org, Person and Deal
Use case: when re-assigning an organization from one rep to another, we have to * Change the assignment at the Oganization level * Change the assignment at the Contact level - for EVERY CONTACT INDIVIDUALLY * Change the assignment at the Deal level - - for EVERY DEAL INDIVIDUALLY Missing any of these leads to great…
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Past Due Closing Date Notification
Is there a way to get an automatic notification either Teams or E-mail if an open deal is past due its stated closing date?
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CALLER & SCRIPT MANAGEMENT
Has anyone figured out how to install or add scripts to pipedrive so you can follow a call script and data while on a call?
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Pipedrive overwriting decimal prices containing '.0' when typing.
Hi there. Rather than me try and explain in a wall of text, please see the attached video of me trying to type 1.08 and 0.08, into the Price field of the 'Add Products to Deal' modal. Essentially, this occurs any time I, or one of my employees, try and type any decimal figure into this price field, that contains '.0' 1.1…