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Insights Pipedrive Ownership conversion to win rate
Dear Community, I hope somebody can get me in the right direction to setup a client insight dashboard. We now monitoring these conversion rate via an Excel Sheet, but we hope if we can get this managed via the PD insights tab. When a call has been made by one of our welcomecall agents and our deal in qualified to get a…
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Automation Triggers with Deal stage not changed
Hello, I have been creating new email automation to send out reminders when someone has been in a certain stage for a week. I am using the instant conditions of Deal stage is __ and Deal stage has not changed. With then a delay of 1 week. Then the email template is sent. My question is if a deal is triggered by this…
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Filters & Data Columns
Please can we add "Tick all" and "Untick all" when you are selecting which data fields you want to appear as columns when on list view or Contacts
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New: Date fields now trigger Automations! 📆 🤖
Why? * Build automations when date fields values change (Deals, People, Organizations) * Share date-related data from a trigger event into an action event (e.g. "Deal expected close date", a custom Person date field) For whom? * All users with Workflow Automations (Advanced plan and above) What can a user do? * Use default…
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Idea for a Time Tracker - For activities
We are struggling with understanding how much time we spend on an activity/ deal from a company costing perspective of Human Capital. A time tracker would be amazing so you can understand how long specific activities take and how long in total has been spent on the activity, deal, customer etc. Thanks, Michael
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Add a Google Drive folder to a deal
How can I attached drive folder to a deal?
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Deal Label field
Is it really not possible to apply or change the deal label field on mobile or am I missing something?
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Is there an app or integration to show expenses within a deal?
Hello, We're looking for a way to show our expenses within a deal. For example: Deal XYZ has a value of 7000€. Expenses are 2000€ for Marketing, 500€ for merchandise , and a 300€ service-fee. We'd like to be able to add those expenses to the deal and have a final value visible somewhere. Any idea how to do that? I found…
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Pipedrive Product Bundles
Does anyone have advice on "bundling" product line items in Deals? We have various products that are made up line items that we would like to price and group together in a standard way (without salespeople have to remember what goes on each line item). Looking for a way to have these entered in a standard way based on the…
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Deleted deals appear in my reports
Hi, Looking into inconsistent data in a deal report, I realised some deleted deals are counted. The report is a histogram plot. Clicking on a bar opens the detailed deal list. One deal appears as Status = Won, but clicking on the deal page shows it has actually been deleted. There is therefore an inconsistency between the…
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Add the ability to measure conversion when converting a lead into a deal, and during further passage
The fact is that we (I think not only us) need to understand at what stage of the client’s passage through the funnel we lose him. To do this, it would be nice to see the conversion (in quantity and %) when clients move through different stages of the funnel from one to another. How many leads are created, how many of them…
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Customize default title in deals
Almost all of our deals have the default title of the organisation name. Most of our deals are of the same type but a few are of a different sales process. When scanning a list of deals it's hard to distinguish them as every deal has a different title, the name of the organisation. The suggestion is to allow customization…
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Automation for making a contact owner be the deal owner
When our leads come in from our main website, we immediately turn them into a deal and work our leads from there. We use automatic assignment for the deal so we can rotate between people who get the own the deals or leads in our case. The contact owner is different from the deals owner. Can I make an automation to change…
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New Deal Layout?
Today as I was using Pipedrive in my regular day-to-day work suddenly my heart dropped. The page magically transformed into something new and not at all pleasant. At first, I tried to update the page to fix whatever I was seeing on my screen but without any result. My first thought was that there's no way that this can be…
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Integrate products to webforms
I would like to get the possibility to integrate products into webforms. This enables the customer to directly choose his products and and getting this reported into the deal. Today we have to add the products by hand to each of the deals. it would definitely make the automation / creating offers process much easier.
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Can I automate a 'New Deal' in a different pipeline, created from the the details of a 'Won Deal'?
We have 2 pipelines. Sales and Production. We want a 'New Deal' to be automatically created in our Production pipeline, with all the details from the 'Won Deal' in the Sales pipeline the moment the sales deal is set to won. Is this possible? OR - can we have the won deal (with ALL the information from the deal) appear…
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Direct link to "Add deal" form
It would be great to have a direct link / url pointing to the "Add deal" form.
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Pipeline View Needs a "Show All" Toggle
It has never made sense for our organization that WON & LOST Deals drop out of Pipeline view by default. Heck, it took me over 2 years in the system to realize that we could even create a filter to show these Deals in Pipeline view, that's how used to it I had become! Utilizing a "show all" filter is becoming more of the…
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How do I pull in the phone number field (person) on deal insights?
I need to pull a report to see the phone number of all deals started. Why is this not there? I don't get it.
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Add lost date to first popup
Trying to clean up data for our future forecasting and so setting projects that have been 'lost' for months now. I can add the lost time (image 2) only after I've chosen the lost reason in the popup (image 1). Is there a way I can, in that same popup in image 1, also choose the lost time? If not, a feature like this will…
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What is the best way to update deal information
I want to make it easier to get all of the necessary Deal information into Pipedrive. What are some best practices and can I leverage workflow automation for this?
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Add opportinity managment to deals (similar to projects)
Hello! We as sellers and sales managers face the difficulty to qualify and manage opportunities (e.g. deals) along the way, without losing the oversight of the progress. Especially for B2B SaaS sales for mid-market and enterprise customers, we would need a way to add methodologies such as MEDDPICC, MEDDIC, BANT, SPIN, etc.…
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Missing field in the deal "Deal probability"
Hello, As far as I understood there should be the ability to set the probability for each deal separately. Unfortunately, I cannot find the field or button for it. I am the admin and the only user in the system. Does anybody know how to fix it? Thanks!
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Show all deals that I follow
Hello, I'm frustrated that I can't simply create a Deal filter for all deals for which I've clicked the Follow button. I just had this confirmed by Support that you do not offer this currently
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Organizations Current Time based on Timezone to Show in Deal Header
I wish that you could set the time zone of the organization or deal and it would show that deal's current time in the header when you opened that deal. That would save me so much time and brain power.
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Jumping from a Deal to its Pipeline
How can I jump from a Deal to the Pipeline that it is in? I know I can edit the Pipeline and Stage from the bottom left dropdown under the progress bar. But can I jump from a Deal to the Pipeline itself? Seems like something Pipedrive should be able to do! If this is not possible, I will put this in as a feature request.
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Remove Pipedrive's Built in Data Fields Option
Hi, I wanted to recommend the idea of giving us the ability to remove pipedrives built in data fields. Whether it is when you want to create a deal or in the deal summary when clicked it can become a distraction. For example, my company does not use %probabilty or expected closing date as it does not rlly fit into our…
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Question: Can we keep deals in pipeline even when they got marked as 'won'?
Hi, this is an interesting question from my client. Can we keep deals in pipeline even when they got marked as 'won'? According to the Help Center article, Pipedrive automatically hides all the deals won or lost. Any deal that has been marked as Won or Lost is removed from that view, as it no longer requires your continued…
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Best way to have EA screen emails and create deals?
Hi! I'd like my executive assistant to screen incoming emails (to my email) and create deals based on those emails. We each have unique Pipedrive users. I want to avoid doing the initial screening and deal creation myself as I have other responsibilities. What is the best approach to this? Share a single user (mine)? Sync…
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Fix Email Reply Scroll Please
Hi, loving Pipedrive so far. One of my only gripes has been that every time I reply to an email, it automatically makes me scroll all the way down. Its one of those things that does not seem like a big deal until you have to send out 50 emails. Any way we can have this fixed to maybe have an option for reply to be directly…