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Organization Details
One thing I have found to be limiting over the years is Organization details. It can only be a single uninterrupted panel of fields. it's a great place to store site specific data for service offerings. However when a service company offers several different services there is no way to separate fields that hold data for…
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Colour coding Mapping Pins?
Hi, When looking at a pinned location and searching for nearby pins, it would be such a useful thing to be able to colour code the nearby pins based upon predefined criteria such as the following:- The last activity type (Visit/meeting) is over X days/month Account type (Key accounts get visits and non-key accounts don't)…
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Bulk Edit Parent Organization
Hello! I've been looking around but I haven't been able to find a way to bulk edit organizations from a "parent:child" perspective. Is this still not available? I'm new here, and the previous threads I've seen didn't have any recent updates, so I thought I'd ask. If this can be set during the data import process, I'm open…
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Add logo to an Organisation
Much like the ability to add a photo to a person, it would be nice to simply add a logo next to the Organisation. Example:
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For a residential real estate brokerage firm, where would you organize properties?
For a residential real estate brokerage firm, where would you organize properties?
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Import : Bring Your Own Geocode Data Option
Significant problems exist importing data since addresses are always automatically checked agains google geocode data for validation. This feature is great when entering records manually. But during import can cause some major problems. I have a spreadsheet of organization records fully filled out with proper addresses.…
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Would anyone else see the benefit of having 'leads' visible on the contact or organisation view?
If a lead is set up it seems that it is only visible in the Leads inbox currently, which is fine but would anyone else find it useful to know when you are on contact if they have any leads open in the past or they have one open currently? Similar to the way deals are shown. To me, the leads feature would be really useful…
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Bulk changes to Organizations?
I know it's possible to do bulk changes from list view for Deals, but I'd like to make some bulk changes to organizations (and possibly contacts). The scenario is a change in the org with a new person taking over the EMEA region and I'd like to change ownership for all of these organizations from the an existing user to…
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Organisation Insights
Hello, my understanding is that it is not possible (for whatever reasons) to run and create reports on organisations. I was wondering what are the best workarounds? Of course I can create tons of filters and views but this is not really feasible and scalable. So I was wondering if there are any other best practices to…
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How to track Sales on my CRM ?
Hello, We are a e commerce company who sells differents products, so different category of products. The clients buy their products alone on our website. In order to contact them and reactivate our clients, we would like to know which organization buy x o x category of product with the turnover sales. Do you have any…
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Lead Dashboard Insights : Custom data from Organization & Contact
Hi, In the Report and Dasboard Insights section, how to pull up custom data from Person or Organization (example : turnover of the organization, size of the organization) and use these custom data as one filter in the Report ? Many thanks for your help Guil
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Enable organisation email link with deals and stop automatic contact person generation through smart
Recently, I noticed that when manually linking a deal to an email message, Pipedrive creates a contact person based on the email address if no contact person is associated with the deal. However, an organisation (with an email address) was linked to the deal. Mostly, this happens when I don't have a contact person for a…
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Showing Fields Based on Type of Org
As we roll out more usage of Pipedrive, and folks want to use Pipedrive to track more than just our typical customer base, we are looking at adding 4-5 new custom fields. These new fields would 1) make the list of Org fields in our Pipedrive even longer and 2) be confusing/irrelevant for the other types of Orgs we have in…
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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.
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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…
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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?
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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?
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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…
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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 ?
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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!
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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 !
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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?
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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…