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Deal Renaming Automation
I am trying to setup an automation to add the Organization name to the end of the existing title. What algorithm do I use please?
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Archive pipeline - missing functionality
I know many people use pipedrive for the multiple pipeline support. However, the inability to archive old pipelines no longer in use is a big missing piece of functionality for us. There are many times in which a pipeline is no longer needed, but you don't want to lose the deal history by deleting the entire pipeline. This…
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Admins Should be Able to Adjust Linked Emails
As admins, we want to be able to adjust which Contact or Lead/Deal an Email is linked to. Either due to automatic linking (which we dislike and ask all Users to turn off), or through mistakes, there are often irrelevant emails linked to Deals. Admins need to be able to adjust these, but we are currently not able to do so.
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How to send an email every time a deal gets created?
We use deals as leads, so everytime someone fills out a form on our website, it automatically creates a deal and assigns it to someone. How can I give this person an email each time this happens so they are notified? I had an automation setup so that every time a deal is created, it sends an email from my email to the deal…
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Linking e-mails to open deals, not won.
Regularly I have to link received mail messages (through the BCC option) to deals, however 99% of the time Pipedrive suggests I link them with "Won" deals and not open deals. It also seems to pick old deals first. It seems more logical that it would suggest open deals or at least the most recent ones, not won (and closed)…
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Link/Unlink emails to deals (from a deal)
The option to update/unlink "LINK TO A DEAL OR LEAD" within the lead/deal/project module, not just in the Sales Inbox. This is an issue for businesses that have multiple deals open against single individuals or organisations at a time, causing the wrong emails to be linked to deals.
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Automate Report Exporting
I would like to suggest the feature to automate data exporting via the current automation system. Today, I have to go daily to the business tab, filter, and manually export the filtered results. I use the exported data to perform some internal analyses and cross-reference the data with other spreadsheets that I have here.…
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New Leads notification in mobile app???
I am a new user and I would like to know how I can be notified by the mobile app when a new Lead is assigned to me. Searching the community I saw that until a while ago they had not yet launched this functionality. I would like to know if there has been any update or if they are at least working on it, as I consider it…
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Alternatives to Deals Won or Lost
I'd like some additional options in the Deal area or at least the possibility of a Deal being classified as "Closed" (in this case not the definition usually applied to a deal closed and won). I know I can delete a deal, however I also want to indicate where deals have cease or "died on the vine" as they say ie a deal can…
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What automations are what?
I am making progress setting up a few automations. I'm trying to understand which deal (in my case) a running automation is for, and/or what automations fired for a deal? Is there an easy way to see active / history of automations for a deal? (I see I can go into the running automation or history and by clicking the right…
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Email deal participants
I know this has been recommended before. It would be really useful to be able to email the main contact and deal the participants with 1 click and with automation work flows. The deal participants are there because they need to be kept in touch with the deal. It's a sales necessity. Thanks
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How can I handle dealflow with a subscription based service
I have a saas business. We chase leads and convert them to a sales pipeline as a deal. After we win the deal, we convert them to Won. Let's suppose this contract runs for 12 months. We then reach out to the client in an effort to renew their contract. We treat this prospecting activity as a new deal. So at this point we…
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New Details screen for Deals
Well, that was a nasty morning for me. I think I have received a nastygram from each and every Sales Rep this morning about the rearranged details screen for deals. Looking at it, I think they have a point. Pipedrive is already pretty "left-leaning" with its information and now more information is on the left, less at the…
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Pin Activity
It would be beneficial to have the ability to pin an Activity as you would a Note in a deal. We use the Activity to note and track the stages of an order, not the note section. It would be helpful to have this specific Activity pinned to the top of the deal for reference after the Activity is completed for easy reference.
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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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"Required" Custom Fields insists on being Required when Deal is Won. Why?!
I've "grown up" in running my business with Pipedrive over the last 5 years, and the thought of using a different CRM is like changing where I get my coffee every day. But there are so many frustrations which seem to make no sense? What am I doing wrong here... Why is it that I can't make a Custom Field as 'Required'…
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Linking several organizations to 1 project
Hi there! My company is new on Pipedrive and we are struggling to achieve what we have in mind. I have been reading through the different discussions and it seems to me that this topic has not been tackled before; if it has, please send it! 😊 We want to use Pipedrive to keep track of the status of the projects we sell, as…
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Customizable Hover Cards
We love that Pipedrive now offers hover cards when you hover over a Person or Org's name when you are in a Deal. Now my team is asking for the Hover Card to be customizable. For example, they would like to see the Job Title of the Person in their hover card. Submitting as an idea for a future improvement! Thanks!
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A link to the deal and/or the contact in the calendar entry
With Pipedrive, you can specify that details about the deal and/or the contact person should be saved in the Outlook calendar. This is already good but not good enough. However, there is no link in the Outlook calendar to jump from this calendar entry directly in Pipedrive to the right deal or the right contact, in order…
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Copy fields from Contact / Org to new Deal
Hi all - After I have created a new Contact or Organisation, I then create a Deal for that Contact or Org. Is it possible for certain fields (namely address fields) to be copied into the new Deal? This will save double entry of data. Thanks, Rob
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Projects Activities - Hey Team - we can't complete projects inside deal page
when we put in an activity into a project its not showing on the deal page. for some reason it will only show on the organization page - we need to see this on the deal page
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Add Teams to followers
Would be faster than adding each individual, if you already have a team to assign it to.
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Setting Up Deals
I am the admin for our account and when I add a new organization into our Pipedrive to add to our deals pipeline I have to enter repetitive information i.e. organization label, contact label, deal label, and then it automatically adds me as the owner of the deal, contact, and organization so I have to go back and change…
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Merged: Get different "Lost Reasons" according to the pipeline.
This discussion has been merged.
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Making Smart Docs actually SMART with signature placeholders in templates
Smart Docs is ineffective because we have to add signature placeholders every. single. time. a proposal is sent to a prospect. See PandaDoc snipper below; both merge tags and signature placeholder possible when creating a template. Please add this?
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Pipeline Stages - Copy Stages into new pipeline?
Is it possible to copy existing stages in one pipeline wihout having to recreate the stages in each new pipeline?
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How do you manage stakeholder relations in B2B sales process in Pipedrive?
Context: Our B2B SaaS product is sold on a project-basis; usually 3-5 people from multiple organisations are influencing product choice. In at least two occasions, key influencers became apparent at a late stage. PipeDrive deals allow for associating multiple people to a deal, which is helping. However, the stakeholder…
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Keyboard shortcuts for Notes
Hi, I really love using keyboard shortcuts, and I know a lot of other users do too - it helps with workflow and reduces friction when it comes to performing various actions. The less steps/clicks, the better. I basically make a note to every deal, every time I do anything with that deal, be it a call, email, reply, I get…
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Get notification when receiving a new lead
Hi everyone, sorry if the question has been asked already, I am new here. How to receive an email notification or notification on the mobile app when receiving a new lead with the essential plan? Do we absolutely need an advanced plan and create an automation? --> New Lead --> Send an email? or --> New Lead -->…
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Email Labels in Timeline and related Improvements
Not so long ago, labelling was added to Emails. For example, you can add the label "offer." However, these only shows in the email box, not on the deal or contact level, which means you do not see it unless you created it. Also, you cannot just scan down a deal and quickly see this label. --- In addition to the above, I…