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Pipeline/Stage bulk update in list view
I would suggest to restore a simple but useful feature: in list view bulk updating the pipeline/stage box always start with the first database row of available pipeline, instead it would be nice to show directly the pipeline where most deals are already. It's simply a feature in micro-operations, but if list views are used…
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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…
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'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' ,…
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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…
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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…
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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…
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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…
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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…
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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.…
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Creating a report of deals that lack certain information
Hey, I tried my best but failed so far. I'd like to create a report (a list view) of all the deals that lack certain information like Lead Source (custom single option select field). My need is to: - Be able to create a list of deals that are missing f.e. Lead Source information so I can give it to my Sales Reps so they…
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List Making - Best Practices
Maybe I'm overthinking this one but, this is why I love the community. I wanted to get everyones thoughts on some list making. One of my organizations sells into many different verticals (Public Safety, Sports, Airports etc). So we've created a custom drop down for this which works great but, we're looking to get a little…
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New: Exporting Reports from Insights is live for all plans! 📊 ➡️ 📋
It's finally here: you can now export your reports from the Insights list view to CSV and XLS format. Available on all plans. See how here: Exporting data from Insights. 🧑🏫 Learn all about Insights from our Knowledge Base tutorials and our Academy video courses. 🌟 Follow What’s New and don’t miss any new releases. 🔮…
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Bulk Editing Next Activity Date
Hey everyone! Really excited to be here. I can feel this platform changing the effectiveness of my sales process already. I am wondering how to Bulk Edit the Next Activity column within the list view of my pipeline. I see how to bulk edit other categories, but for some reason I do not see anywhere to bulk edit an…
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Insights improvement: columns can now be added and removed
You can now add/remove columns within the Insights table under any chart (column, bar, pie, scorecard) or directly in the table view (all changes will be reflected in the table under the chart as well). How do you do that? * Click the cogwheel icon like in a list view * Tick/untick the boxes to add/remove your desired…
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Moving Through Contacts
Can you add a button to make it possible to cycle through contacts... perhaps in the upper righthand corner of the individual contact screen? It would make it easier when calling through a batch of contacts, instead of going back and forth to the home screen where contacts are listed.
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Are you able to archive won or lost deals so that they no longer appear on your deals list?
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Is there a way to see Recent Contacts?
It will be great if we can see recent contacts in Contact list. Recent I mean based on activity, date added, date edited etc.
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How can I see the activities sorted out by the occurrence date and time, instead of the record entry
How can I see the activities sorted out by the occurrence date and time, instead of the record entry time? It was so in the past and suddenly changed!
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Exporting contact records by date added
Is it possible to export Contacts --> People added to Pipedrive according to a specific date range. For example, I want to run a report of all NEW contact records (People) added since the last 30 day period.
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Company View
Trying to find out if there is a way to show the contacts title and email and phone from the company view? Is that possible? Thanks!
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Searching by state
How can I search for companies by state or be able to create a view that has my region as I manage TX, OK. LA and AR. I come from a SalesForce user background and used the views and reports functionality a lot. Any help is appreciate as I am doing outbound prospecting. Thanks
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Unable to Export Deals
In list view for deals when I select the 3 dots in the upper right corner the only option is "Show on Map". There is no option to export. How do I fix this?
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I have saved filters and starred them as favorites and PD keeps losing them. Please advise.
I have saved filters and starred them as favorites and PD keeps losing them. Please advise.
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Is it possible to bulk postpone activities?
Hi, In the Activities tab, you can select multiple Activities and assign them all a new Due Date, which will be the same for all. However, is it possible to bulk postpone them? For instance, let's say you have: Activity A - Due Date: 03/04/20 Activity B - Due Date: 17/06/20 Activity C - Due Date: 20/12/20 And you bulk…
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Team Visibility of lists
I would like my whole team to have the same view as the one i created for Contacts, organisations and deals. Meaning all the fields and columns to be the format view for my company. Filtering is not the option but rather the general view of the lists. any ideas?
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How can I export all the task individually per lead in order?
How can I export all the task individually per lead in order?
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Bulk editing fields from other views
I would suggest ability to bulk edit organisation fields, when you are in list deal view. Today, my use case was: export all contacts, that are under organisations, which have deals in these stages of pipeline Since there was no possibility of bulk editing, first I created custom field for deals, did filtering and bulk…
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List view with multiple pipelines
Hi, I'm wondering if a user can have multiple list views for different filters or pipelines? In list view, I have all fields that I've designated. However, Pipeline A doesn't need all fields to show in list view. Similarly, Pipeline S doesn't need all fields to show in list view. Currently, they are some fields for each…