Organizations

Adding a "Copy" button for data fields
Pipedrive should add a "copy" button beside the contact/organization fields, so that users could easily copy the content without having to click on the "Edit" icon and then copy the content.
How to view current customers products details in Organization view
My business specialize in selling office equipments such as MFP & printer devices + IT services. We currently have over 1500 customers (organizations) with over 3500 devices (products) that are either sold or on lease agreement and with an active service agreement. I was able to import under the « product » list in…
Contact Creation: Use Domain to detect Organization
When creating a contact from an email it would be great if Pipedrive could detect the organization with the domain if other people from the organization are already added: Example: john.doe@nike.com is a contact with the organization "Nike Ltd." When mary.miller@nike.com writes me an email and I add her as a contact, the…
Reporting sales at Parent level
Hello Community, I have set up several entities as "Daughter" organisations, and have deals associated to them. I would like to be able to see sales at the Parent level. Does anyone else do this or need this?
More than one person linked to an organisation
We have many clients who are 'related' to more than one organisation however PD doesn't allow for this. I have read older posts relating to this subject, are there any further developments to get this option available?
Extend relationship type to capture various networks
I would like to extend the relationship type between organizations . eg. "Customer of" to represent customer networks of an organizations. So far there are just 3 options to link organizations (related, parent / daughter) From time to time we get insights about what products customers are using. We use this intel to track…
Can you create Insights based on fields present on Organizations?
I want to filter Insights KPI based on a custom field on organizations linked to deals but it seems it's not possible. Any plans to implement that ?
Show details on the side for Contacts and Organizations
It is quite handy that we can access the details of an activity without leaving an activity list, by opening them in the drawer "on the side". Would be great to have this same feature be available also for contacts and organizations lists!
Multiparty opportunities
Hello gals and guys, I am curently building an opportunity with 2 other businesses. Sadly, I cannot link multiple organisations, contacts and prospects in one opportunity. Should you develop this option, please let me know. Keep up the good work !
Is it possible to create a field that cannot be edited by the user?
Is there a way to create system fields i.e a field which cannot be modified by the user?
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…
Synch only specific contacts/organizations to your external provider
Currently the contact sync is rather meant for the contacts on your external provider's side to be synced to Pipedrive. You can only choose the label of which contacts will be brought over to Pipedrive on your external provider's side unless you do not want to sync all your contacts. As we are getting lots of SPAM and FAKE…
Multiple Organizations per Deal and Automatically Add Organization Members to Deal
I want to request more flexibility in the data model with associations for Deal -> Organization -> Person. We often have situations where multiple organizations might be involved in a specific deal. We currently need to work around this with custom fields, but this limits our ability to use some of the deal tracking…
Pipedrive CRM Feature Request: Organization Custom Field with multiple Persons as value
There are cases where we want to add a Pipedrive Organization custom field that can hold two or more Pipedrive Person as value. Case 1: an organization has two or more persons that are allowed to place orders for new services. Case 2: an organization has two or more co-owners that are expected to keep the organization…
Contacts that have left - email history
I want to archive or delete contacts that have since left their organisation but I want to retain the email or other (notes etc) history. Using a label (like "LEFT") is not great and the only way to see the person status on the organisation page would to do something like rename them "Jane Doe LEFT" - neither are very…
How to export People (contact name, info) and Organization (name, custom fields) in one report?
Does anyone have a workaround for this particular Pipedrive limitation? I have been asked to export a spreadsheet that includes Organization data and People/Contacts data for those organizations. After attempting this previously and resorting to a very time-consuming reconciliation of data after exporting each dataset…
Remove/tag/highlight people that have left the company
The Organisation page allows you to see a list People/contacts however you aren't able to customise it so that you can remove those that have left the company. Can you add a line/feature to the flyout that tags clients have left the company or can you make the flyout customisable? Any feature that allows you to to…
Merge multiple organisations and contacts
I have multiple profiles on my company's system, these duplicates aren't picked up due to different variations of the names and missing information. When I need to merge I can only do 2 contacts at a time. It would be more ideal to be able to select a range of contacts and merge all to a single profile. for example if…
Is there a way to setup an automation which pulls the organisation label through as the deal label o
Is there a way to setup an automation which pulls the organisation label through as the deal label once created? and second point is there a way to mass update organisation labels?
Link assignment of Org, Person and Deal
Use case: when re-assigning an organization from one rep to another, we have to * Change the assignment at the Oganization level * Change the assignment at the Contact level - for EVERY CONTACT INDIVIDUALLY * Change the assignment at the Deal level - - for EVERY DEAL INDIVIDUALLY Missing any of these leads to great…
Comment chercher les changements de propriétaires de leads ? j'ai un souci mes commerciaux change le
Comment chercher les changements de propriétaires de leads ? j'ai un souci mes commerciaux change les propriétaires de leads , je ne peux les en empêcher mais je souhaiterais visualiser ces changements . Comment faire ? Pour savoir qu'elle entreprise a changé de propriétaire ?
Please add a way to bulk edit Organization's related companies
We would very much benefit from a way to be able to set this so that multiple medical facilities in a given region could be attributed to one welfare area. I grant you this would've been excellent to have carefully planned from the beginning, but with all the bulk editing possible, I feel like this would be a little extra…
Connected Leads on Organisation Page
Is there a reason why leads are not shown on their respective Organisation's page? It makes sense to me that you should be able to see if there are any connected leads for an Organisation in the same way you can see a connected deal, but perhaps I'm missing something here.
Improve or create new SMART Contacts/Organization/Deals sorting/filter by Country (or region)
In a perfect world, every Pipedrive user is creating the contacts and fills all PP fields. In the real world, he fills only a few of them, like name, phone, email or even worse - contacts are created automatically by BCC (Name+Email). This created huge problems when your sales lead says: "Hey Roman, list me all customers…
Merged: Contacts multiple organizations
This discussion has been merged.
Upload Organization picture/logo to find deals faster
It would be great if I could upload an Organization logo, much alike People pitcures, having the option to enable or disable them in the pipeline screen. When we have many deals in our colums, it is faster to locate them by imagem than text, once the column's ordering criteria it is not very clear. Actually, that was a…
Lead Information in Sidebars
When can you reach a lead from the sidebar of organizations and people? It's quite misleading without it, as Deals are shown there but not Leads.
Feature Request: Improved maps-view to find organizations close to a lead
Hello there, we are a company selling heating systems B2C. A heating system always requires a third party installer as well, so for every end-customer, we also have to find a partner company of which we have several hundreds to chose from. Pipedrive makes it really hard to find organizations that are within a certain range…
Company org chart
Apart from creating one externally and adding it to the organisation as a file, is there any way to create a organo chart within Pipedrive? It would be great to visually see where each contact sits in the organisation. Thank you

Organizations

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