Deals

Manage Retreats
Hi, I would like to manage Retreats with Pipedrive. The following situation/requirements: I have for example 8 Retreats per year Each Retreat has a certain capacity of Rooms. Let's say Retreat A has a capacity of 10 rooms while Retreat B has a capacity of 8 rooms My main intention to use Pipedrive is to manage…
Can we create a new pipeline for Account Management after the sale?
Our org has been using Pipedrive to track the sales process. We love it. However, after we mark a sold account as "WON", is that the end? Can we create a new pipeline and move the WON account into a new ACCOUNT MANAGEMENT pipeline? Please advise and thanks in advance! KEvin
Add another status (won/lost/open) Need No Bid
How do I add another option to 'status'. Need to add No Bid to the Won, Lost and Open options.
Hiding Deal value
Hi everyone, I wanted to know if there was a way I could hide financial info (i.e deal value etc) without restricting too many permissions for my other team members. I'd like to keep the value numbers just for upper management, but would still like to allow users to edit other deal information. Is there a tool I can use or…
Search for deals in deal view
In pipedrive, we do not have the option of using a Deal search within the deal view. In CSM, we have assigned several deals to a customer, which is why it is very helpful to display all associated deals by entering the customer’s name. The only option we have for this is to create a filter. Otherwise, you can currently…
Add multiple main contacts to a deal
In Pipedrive, you can only add one main contact to a deal. In most cases, however, we have multiple main contacts for a deal. This also affects the automated emails, as these are then only sent to one person. We would like to use automation to send the mail to several contacts within a deal.
New Products feature: churned label
For the new products features where you can apply subscriptions etc. It would be good to have some sort of labelling system or an indication to a "churned" customer. So the deal is still marked as won because the customer did pay for products, but now they no longer need the product so the subscription ends. Marking the…
Who sends a lost deal?
Hello everyone How to get a report on which person sent a lost deal? If two people can see a deal and both can send it to lost, is there a way to get that data? 😓
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…
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?
Create filter with ALL the participants concerned by a deal
Hi I wanted to have a filter in which I could have all the participants included in a won deal. Does not seems possible
Product Price Variation or Discount based on Organisation
Is there a way to automatically apply either a discount or price variation based on the organisation assigned against a deal. For example my company gives some of our long term, large customers flat rates of discount that we would want to apply to all future deals/products associated to those deals.
Can I merge multiple won deals into one person?
Hi all, We are an investment company and have been using pipe drive as our main CRM for a few months now. We have a lot of won deals that are of the same person, eg: Won deal 1: Jake's 1st investment: $2000 Won deal 2: Jake's 2nd investment: $100 Won deal 3: Jake's 3rd investment: $500 I want to merge all of these "won…
Product/Revenue Tracking
I am wondering if anyone who uses commission percentages to track deal revenues can tell me how they set up their products and track revenues? It seems cumbersome to figure out how to determine revenue on a piece of business. You can only choose (or at least I only know how to choose) Price, Quantity, Tax%. Could we look…
Is it possible to see or download all the changelogs or the changelogs of a specific data field?
As an admin, it would be extremely useful to be able to download or access all the changelogs at once, not going deal by deal or contact by contact, etc. Is there any way to do it? Otherwise I'd like to report it as a suggestion to the Pipedrive team.
New Products feature launch today 🚀 Recurring Metrics
Hi, I’m from the Products feature team, and I wanted to let you know that we’ve released revenue metrics functionality as a follow-up of Recurring Products. What will you get with this release? See revenue fields such as ARR, MRR, and ACV in the Deals Summary when products with recurring billing frequency are attached to…
Ability to merge a new (web) lead with an existing deal
We have mandatory fields to put some discipline/rigor around qualification of deals. So when multiple (web) leads come through from various prospects about a pre-existing deal in particular, it becomes very tedious for staff to fill out the mandatory fields on each lead in order to convert them individually to deals before…
Contacts and Deals sync with Calendar Activities
Hi all. Is there a way to automatically have my contacts and active deals sync with calendar activities? I have synced my Google Calendar with Pipedrive. However, I noticed that although my meetings show up in my activities (which is what I want), the contact and deal fields are blank. It doesn't automatically recognise…
Is there a way to link leads to a deal (or vice versa)?
The only way I can see to link leads to deals is by converting the lead into a deal. Sometimes we have multiple leads connected to a single deal (for example, leads from different individuals at the same company, or leads that came in a year apart/for different reasons or products). Other scenarios might be: a lead goes…
Bulk Import Products Into Deals via CSV
This is a CRM - I would like to know what my customers have ordered in the past so when they call I don't take 5 mins to pull together their order history. Can Pipedrive please add the ability to add multiple products to deals via CSV import? Our ability to slice and dice this data and upsell customers based on previous…
add a deal with automations and avoid duplicate deals at the same time
Hello, I would like to automatically add deals in Pipedrive when a contact is added. It's important that a deal is only created if the imported contact has a phone number or if I assign a phone number to the contact after importing. It's also crucial that no duplicate deals are created. Contacts are imported via surf from…
Emails created by automation link to closed deals
We work a lot with closed deals. These deals have automations based off different activities including sending emails. I've only just discovered that these emails don't get linked to any deals that aren't set as "Open". Ideally, these emails should always still be linked to the deal that the automation was triggered from!
Emailing files attached to leads or deals
I cant figure out how to email a file from the crm. I can attach files to leads/deals but whenever I try to send those files it wont let me. any suggestion would be appreciated.
What if admin users want to see deals that they follow?
According to the Knowledge Base article on Visibility Groups, Admin Users can still view and edit any item with this visibility restriction, as they have editing powers over everything in Pipedrive. But what if admin users have some deals they follow, and they do want to see these deals only in the pipeline? * I know I can…
Workflow Automation | Create Activities when Product is added to a Deal
When a product is added to a deal currently there is no way to create an activity or do any automation. When products are added this can be a critical step and needs to allow automation of the workflow to happen. For example Product XX is added we need to create an activity for an employee. Product YY is added then an…
Linking activities to deals
Hi, we make our booking link available to applicants when they apply in a Typeform. This creates a deal in Pipedrive, but the booking link activity does not link to that deal on Pipedrive. I can manually do this in the activity view by searching for their deal, but is there a way to automate linking these activities to the…
New: Files feature released today 🚀 Files Global Export
Hi, I’m Pedro Franco from the Files feature team, and I wanted to let you know that we’ve released the files global export functionality. What will you get with this release? Have the ability to export the data related to the files for your company in Global Export page under Tools and Apps The exported excel/csv will…
Bulk create new deals from Contacts or Leads
As probably suggested before, at least has been discussed in the community forums in terms of clugy work-arounds… Please create the ability to Bulk Create new deals from a set of Leads or Contacts, eg., a) allow the user to select multiple Leads or Contacts via the Bulk Edit approach (check-boxes) b) use the bulk edit…
E-Mails connected to Deals not showing anymore?
Hey after the new release some of my old e-mails i connected via the deal-link are not shown in the historie in the deals anymore. is it a known thing? do i have this problem alone? are the mails coming back? kind regards Veit
Unable to create a deal without person/org
For many of my deals, I can't reliably identify a person/organization I am dealing with (please don't laugh at me). This is due to platform limitations on which we operate. So I am looking for a way to create a deal through UI without specifying these two. However, when I try to do so, person/org appear to be 2 of the 3…

Deals

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