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Gathering feedback about navigation (CLOSED)
Update: This research is now concluded; thank you for your participation. Hey dear Pipedrivers! 😊 We are currently researching how to improve Pipedrive navigation. For that I would appreciate your input. Have you faced any issues with navigation in Pipedrive? Have you struggled with finding something from the menus? Do you…
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Left Navigation: add words instead of / in addition to the icons
I know you can hover to get a description, but it slows down one's work, especially new users. Being able to replace the icons with words (e.g. "Contacts") will help adoption by users in the company. One major reason we selected Pipedrive was its ease of use, so that everyone in the company would use it. Having words…
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Private view options for custom sidebar boxes
Hi there - would love to request that Pipedrive add a custom sidebar option that is able to be viewable ONLY by the user who is logged in. There is some information I would like to keep private from other viewers who share deals and currently this option is not available.
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Merged: Anybody interested in a Pipedrive Dark Theme?
This discussion has been merged.
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New: Insights side navigation menu revamp 📊
What? It is now possible to: * Create new sections in sidenav menu for reports and dashboards * Add items to newly created sections * Rename sections * Delete sections * Bulk delete several reports at once * UI change - there is now a single button for creating Dashboard, Reports and Goals (located next to search) For…
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Augmenting Activity List - Join the Beta test!
Bring LINKED Deal/Person/Organisation to your Activity List and take actions without leaving your context. All that with our new Contextual Views! All Users All Plans Join this channel in our community or mention your interest with a comment Deadline to join: 13 NOV Testing starts: 16 Nov 23rd November Conditions: Be on…
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Połączone szanse sprzedaży (usługi i produkty) w ramach jednego kontraktu
Cześć, Znacie sposób na połączenie kilku szans sprzedaży (relacje) w Pipedrive? Chodzi o przypadek połączenia kilku różnych szans sprzedaży dot. jednego klienta (a właściwie kontraktu) w grupę. Nie znalazłem żadnej innej opcji poza "Szansami sprzedaży Organizacji", ale nie ma tutaj zależności w odniesieniu do wspomnianego…
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Reporting missing all our features - the reason we bought pipedrive in thte first place.
I am a bit frustrated here and as a long time user of PD, I would like a call with a product manager of Pipedrive if possible. The existing Reporting Dashboard has now been removed entirely, and 'insights' is in its place. In my previous thread we were promised by several product managers that all the features of the…
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Activity Icon Text descriptions
It appears that these icons changed and removed the text descriptions recently. For what it's worth I thought it was better with the text descriptions.
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Pipedrive New Navigation
Psst… Did you know we were developing new navigation for Pipedrive? If you’d like to get a sneak peak and help us with testing, have a look here and join the dedicated channel.
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New: Hovercards in the New Navigation! 🧭
Available to all users in all plans who are already using the New Navigation: * Hover over a Deal/ Person/ Organisation/ Owner and see details and take actions, without leaving your List or Detail view. * In case you want to change the stage of a deal, get contact information, or know the owner of a deal, all that can be…
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What if you can bring contextual information to your Activity List View? Leave your feedback here!
Activity List View with Contextual Side Panel
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UI feedback
OK so the new navigation is great. I like it way better. however one thing that me and my whole team always get extremely frustrated with is the icons on the side panel. this person/calendar/calculator icon is confusing the icon for people/organizations aka contacts is NOT clear. All of us think it looks more like a…
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Hi i have a problem
jak zmienić pasek nawigacji ?
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New Navigation will become available to all users this month 🧭
What changes with the New Nav? Watch the video below or check out our Knowledge Base tutorial and blog article. https://pipedrive.hubs.vidyard.com/watch/zXHDCmGGLrV7tfr8BLAGGE Once you have access, you can use the in-app dedicated link to send us feedback. We want to hear what you think about it! Happy navigating in a…
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See your Deal Detail without leaving the Deal List
Maybe even navigation between different deals according to the deal list you have selected. If this is something interesting to you, let us know, and you can be part of testing our proof of concept that allows you to do all that and a bit more!
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Customize User Interface (Remove Nav Buttons)
If I'm not going to use the "email" feature, I should be able to remove that button from the navigation bar. The same with "products" and a few others. Less is more and I should be able to only show what I want as part of the system.
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Move the new 'Leads' on the nav bar; put 'Deals' back where it always was
It's not too late! You have put 'Leads' on the nav-bar where 'Deals' has always been. That means I'm going to need to spend months retraining my muscle memory for no great reason. I've been using Pipedrive for years now. I live on the Deals page. Whenever I am somewhere else in the system and complete that task, I go back…
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Question navigation bars
Need help. For one of my colleageus Pipedrive does no longer display properly - both the top navigation bar and the left hand bar in both Explorer and Firefox are suddenly missing. Anyone knows how to fix it? Thanks. Helena
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Pipedrive New Navigation Beta testing will start on April 13th
Hello, We are happy to announce that Pipedrive new navigation is ready for Beta Testing from April 13th and we are looking for volunteers to try it out. If this peaks your interest then you can join a dedicated Pipedrive Community channel HERE or just drop a message below or back to me agne.kinks@pipedrive.com and I will…
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Pipedrive New Navigation is ready for testing!
Hey, Agne here from Pipedrive product research. We’ve been working on new Pipedrive navigation and are looking for users to test it out. Would you like to be among the first ones to try it out and give us feedback? If this peaks your interest, please share your email address with me here or drop a message…
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User Experience and View/Context Switching!
Have you ever felt this urge of grouping two pages inside Pipedrive in one view? like OMG how helpful it would be to see the Deal Details without leaving my pipeline! Or it would be amazing to keep an activity view open and take it with me while writing an email! If you had such experience of feeling before, please share…