-
Bulk-edit fields in list view
At the moment, not all fields can be bulk-edited from the list view of deals. For example, I could not bulk edit probability for deals in my list view however I could bulk-edit amount. I would think that ALL fields should be able to be bulk edited?
-
Enable Shift key for Multiple Selection of deals/orgs in List View
Currently to do any bulk actions we need to click 1 by 1 on each item in a list. This is painful. Please enable the standard use of Shift key to easily select a group of items. It should work similar to Excel or google sheets.
-
Seeing Deal Age and Rotting Deals in List View
I would like to add a column for deal age and have those sortable by age (not deal created date). Is this out there and I'm not seeing it? It is a great way to visually see how old projects are and helps us to understand the sales cycle. Would also be great if the Rotting Deal process could be customized (colors = green (<…
-
Exporting customer lifetime value
Hi there, I've love to be able to create a filter showing the lifetime value of contacts/organisations. What I'd like to do is show this value (highlighted) in a list view and be able to export to Excel. However, when I try and add it as a column, I can pull 'Won Deals' which is a count of the total deals that are won, but…
-
Activities View
For an even better overview on activities, it would be nice to have both calendar and list view in one.
-
Possible to add a column for "Last Activity Subject" in Person, Org or Deal list views?
Title says it all.
-
Gibt es die Möglichkeit eine Massenbearbeitung rückgängig zu machen?
-
Nordic alpabets does not sort correctly.
When using the letter Ä, it will be sorted as A (in the alphabetical order) while it should be at the end, same goes with O and Ö, also the upper and lower cases affect the sorting also.
-
Deal List View Needs Default Filters by Pipeline
List view in Deals needs functionality that allows users to easily pull up a list of all Deals in a Pipeline. Similar to how you can pull up Deals owned by a person, you should be able to easily pull up a List view for all Deals in a Pipeline. The reason being that when a Deal is marked Won or Lost, it drops off Pipeline…
-
Labels are missing in list view
Each deal has a label, but when I change to list view, the labels column is empty. How can I troubleshoot this?
-
Is there a way to create a deal list without filters?
I created a deal list using the filter option but there are certain deals that I don't need on this list. Is there a way for me to create a deal list manually?
-
Planned: more features in Leads Inbox 📥
As we continue to fine-tune and expand Leads Inbox's capacities (see this post), there are still things up our sleeve that we want to bring you over the course of the following months, such as... * Custom fields * Selectable columns * Bulk actions * Exporting Leads * Email integration * Calling integration * Leads in the…
-
Planned: Leads in Activities List and Contextual Views 🗒
Why? Save time and access Leads linked to your activities without having to navigate away from the Activities tab. What will I be able to do with it? Add or view Leads directly from your Activities List View, or your activity Contextual View. Just like you can do for Deals. 🔔 Follow What's Planned? to know what we're…
-
Create more space between the sidebar and selection boxes when in list view
The new sidebar is far too close to the boxes you use to select contacts when viewing contacts in list view. If you're selecting a large number of contacts for a group email or anything else, it's far too easy to accidentally click on the menu on the left of the screen, which takes you off to another page and you lose all…
-
View won deals by product category
Am I missing something/could somebody help me with the following please... I want to see how many of a certain product category we have sold in the last year, 2 years etc. I see a report in Insights where I can view how many of each individual product we have sold, but cannot see a way to segment by category (i.e. all the…
-
Pulling a list of all contacts and linked deals
I recently tried to pull a list of all of our contacts and their linked deals. I know we can pull a list of linked contacts and orgs but it would be extremely helpful if we could pull a list of all contacts and their linked deals. The reason we want this functionality is because ensuring all of our contacts are…
-
Deals List - Export Data
I am not seeing a way to add a column for "Parent Organization" to my deals list. Does anyone know if this is possible? It would be extremely valuable to my business if we could export a deals list with the option of seeing parent organizations information. I don't think this would be that difficult of an option to add to…
-
Delete thousands of contacts
Hello, I would like to delete around 4.000 contacts from PD. The list view is not an option as this would require selecting these 4.000 contacts manually. Is there an upload that deletes contacts based on the email address or something like this? Kind regards Hubert
-
Lead Edit
Why is it not possible to edit leads in bulk? Or: Why is it possible to edit Deals in bulk? ...if you prefer it that way!
-
From a Pipedrive Pro - How to Get a Map View of Your Contacts and Deals 🗺 📍
https://pipedrive.hubs.vidyard.com/watch/hfT72aPhT29Gt1Tu723sjs?Learn from our Pipedrive Pro @Veronica Alessandrini how to get a map overview of your contacts and deals. You can even apply filters to your results to hone in on the demographics you need. 🔔 Be sure to check out the full Learn from a Pipedrive Pro academy…
-
New: Leads Inbox update - Custom columns and filters 📊 🔎
What? We’ve just released custom columns and custom filters support in the Leads Inbox. Users are now able to: * edit the existing or create new filters in Leads Inbox * modify and re-order the columns in Leads Inbox When? Gradually rolling out to all users in the coming weeks 🔔 Follow What’s New? to get notified about…
-
Color
feedback Hi Pipedrive team! We are using Pipedrive for sales and service. I'm using the Pipedrive in the List View (attached photo). It is great that I can arrange the List View and follow the most important informations. In the service most important thing for us is the age of each deal and the actual stage. As you can…
-
Add 'Bulk' Winning / Losing Deals
From time to time we can get a trifle tardy. Deals that have been won can accumulate and, short of import/export data manipulation, there does not seem to be a way to bulk 'win' (or lose) deals. In list view I can use a filter to select deals and perform some bulk edit functions on deals. ... eg; 'Send Group Mail' ,…
-
Report of Deal Products?
Hi We would need to separate our Deal values in, mostly, fixed retainers and sales commissions. I'm trying to implement Deal Products to handle this, see print screen. BUT, are there any ways to view/export this data? Eg, i would like to see all our Deals' commission value (not only the total Deal value). My preferred…
-
Organization City does not show in activity list
Hi Pipedrivers, I have created a list view in activities that shows the visits of fieldforce at the customer site. I have added a column for city of organisation. But in most cases the column does not get populated. I have checked if affected customers do have the adress maintained correctly and for me it all seems to be…
-
New: Contextual View in Activity List 🗓 🔎
For whom? All users in all plans. What can I do with it? You can now get contextual information such as the linked Deal/Person/Organization and take actions on them, without having to leave the Activity List view. You can also toggle this view ON or OFF based on your needs and workflow. When? Available to all accounts by…
-
Allow for detailed address editing in the organization view
Currently, the address field in the organization view (page of an individual organization) is show as a single field (full address). The only way to edit address detail fields is in list view, which is a major hassle in my opinion. Two possible solutions: * Add the ability to add address detail views in the organization…
-
Main Contact column on Organizations Page
Hello. I have more than 1000 organizations on my list and i want to select and see Main Contact on organization list. Who is help us there, i want to select the one person for each organization next of organization name in Organizations page. Alternatively , if we can get columns from People column , i can get the main…
-
Insight Reports - Export Option?
First off it's great that we can export reports from insights into excel/csv, but it's clunky. You have to click into each item on a graph to be able to get info and export it from there. There's a table right below the graphs that literally has ALL OF THIS INFO already organized but that can't be exported for some reason.…