Deals

Lead Scoring and visuals
Please add a lead scoring feature where we can add or subtract points based off of customer actions (for example: opens an email, clicks on a link, etc.). I know this is not the first time that this has been requested, but I am shocked that this doesn't exist in Pipedrive. We would also like to be able to manually enter a…
Pin an Activity to the top of the deal
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.
Discrepancy in Deal Creation Dates
Hi everyone, I’ve noticed an issue with one of the Pipedrive organizations linked to my email. Specifically, the Date Created shown in the list view differs from the actual creation date displayed on the deal timeline. The correct date is reflected on the deal timeline. Here’s an image from the deal list view: And here’s…
Put Notes, Activities and Emails in true Chronological order
I've noticed for some time in a Contact, Deal or Account History, Pipedrive lists a Note or Activity at the bottom of a day's chronological order, which is not accurate when there are also emails listed. Note in the attached example, I've had an email exchange, and then added an Activity to the Timeline to indicate I've…
Urgent: Address Fields Being Cleared and Deal Creation Issues
All of our address fields are being deleted when a lead is converted to a deal. The address is not being saved in the Person or Lead/Deals object. We're also experiencing an issue where when we hit 'create deal' the lead is not being converted to a deal and going to the deal screen. It requires multiple manual refreshes…
personalize mandatory fields per specific clients
We work with clients of various sizes, and some require a Purchase Order (PO) to finalize their approval for our services. We've added a PO Number custom field, but in order to streamline our processes and ensure compliance with client requirements, we’d like to explore the possibility of setting up this field to be…
Customize deal card in Pipeline Forecast View
In the sales pipeline view you can customize deal cards. It would have been great if that configuration also were valid for the Sales Forecast View, so you can see more information in the deal cards in Forecast View.
SmartDocs Custom Message
It would be great to have the custom email message stored in the deal history, as the message may sometimes contain valuable information. Currently copying and pasting the message as a note is a workaround.
Automatic Assignment by weekday
It would be nice if we could auto assign or round robin assign Deals to specific users based on the day of the week. Not the date, but the actual day (i.e. Monday, Tuesday, etc.). I want to set up a rule for this scenario: Condition - new deals created on a specific day of the week, like Monday. We have 3 out of 5…
Need an Option to "Exclude from Changelog"
It would be very helpful if there was a Field setting that allowed us to "exclude from Changelog". The Changelog is an awesome tool. I rely on it A LOT to see the history with a record. But, we do have some data that is sensitive in our CRM. And when a contract ends, some of this data needs to be wiped from our systems. Of…
How can I see duplicated deals?
Hi guys, I had issue with my API and i have few of duplicated deals. There is 1 deal as "new lead" in the pipeline and then another deal with the same details in "won" How can i see all the duplicated deals? Thanks
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?
No way to add contact address?
Need to have lead address, don't see that field when adding contacts. Any ideas?
Automating Add Note to Deal, Can we tag the deal owner?
I tried to tag the deal owner in an automation that adds a note to a deal, but I couldn't figure out how. So, my questions are: Is it possible to tag a deal owner when setting up an automation that adds notes to a deal? If it isn't possible, are there any workarounds? Or does the deal owner get an update when a note is…
Splitting the Value of one Deal for several months
I often deal with a problem when a duration of my deal is more than a month, but all the value is counted for one specific month. So I can't plan Goals correctly. So it would be great if, after winning a Deal, Value could be splited into several months.
Link email to deal from person/organization view
I am viewing a person or organization. I would like to link an email with that person/organization to a deal from within that very same view.
Forecast deal with 2 payment dates
hi I am trying to forecast a deal and be able to show the instalment dates on the forecast report with my own chosen dates. I have updated product and instalment dates but can’t get this to show on report. Tried to resolve on chat but to reply today. Any help much appreciated as this was primary reason for taking pipestone…
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…
Can I add 'Lost outcome' to 'Lost reasons'
Hi everyone, We're trying to understand why and where we lose enquiries/opportunities to. We have a comprehensive list of lost reasons (eg. price, DM not involved etc.) but would also like to measure what these opportunities do after we lose them. eg. 'lost reason' = 'price', 'Lost outcome' = 'went with a competitor'.…
Deal Product List, Billing Frequency Approach / Strategy
I am looking for some suggestions how I can manage my products and link them to deals. Most of my products are monthly recurring, so I set a monthly recurring price for each product and the default billing frequency is set to monthly. My issue is if the customer choose to pay annually, My sales team can update the billing…
Calculated Fields
Allow for use of a calculated field in a formula for another calculated field. For example, Say I have three manual entry numeric fields that have been calculated into a calculated field called "Total". Now I want to use that total value to multiply by a pricing factor (which would be entered in a separate field) to be…
Deal ID visible in mobile app
It would be great to have the Deal ID visible in the mobile app and in the desktop (browser) version also somewhere else than only in the url. TIA!
Retrieving Won deals
Hi all - Simple question, once I move a deal to Won, can I then retrieve it? For compliance I need to be able to show evidence of a customers consent that I record on the deal - just in case I am audited. Thanks John
pin note to deal via API request
Hi, Currently there is no option to pin a note to a deal via the add note, or update note API calls. Can this be added ? Thanks, Tzvi
Relative Period filtering by (for eg.) last month / quarter / year
I'm using the relative period filters to see all deals won by each owner "last month". I want to see the same figures for the last 3 months too. eg. "last month" currently shows October won deals, and I want to see combined figures for August, September and October. Is there a filter that can do this? The relative period…
Is it possible for an Automation where updating one Deal, triggers an action to update another Deal?
Hi everyone, We are currently using an automation where we create a duplicate (Onboarding) Deal for an Onboarding Pipeline whenever a Deal is closed "Won." In our business, once we "win" a Deal, it takes 3 months or so to onboard the client and involves several key steps. At various stages of the Onboarding…
Can pipeline deals total values be switched back on?
The deals total values at top of the pipeline view have been switched off recently. I now have to click to view. Seeing this info at a glance was very useful to me, and I can't see any obvious benefits for hiding this info. Is there a setting for me to switch it back to permanently visible? Or can this change be rolled…
Show Number of days last contacted on deal card view
It would be great to show here days last contacted instead of this icon, would help a lot. I understand it's for if activity is missing but showing days last contacted would be equally good.
Linked Emails Need a Visual Cue that they are Linked
We often come across a contact or Deal that has hundreds if not thousands of emails showing (since we have Users have their emails Shared by default— something we will be clawing back soon). In order for the system to better show Users which emails are Linked, and therefore visible by everyone, we think there should be a…
Pipedrive for Companies Running Courses
Hi All, I'm working with a Pipedrive client currently, who runs many courses as part of their business. We're looking for the best way to mange course numbers, course attendees, course spaces etc - has anyone setup Pipedrive for this use case previously, and do you have any suggestions?

Deals

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