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How can I add a custom sorting option on pipeline view outside of the default options?
How do I "Sort by" my deals in a stage based on importance? The default features does not have that option.
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Color coding the deal funnel
Another level of visual categorization in the deal funnel board would be helpful to identify categories of deals. Specifically, allow the user to color code each of the tiles, similar to how one can color code Outlook calendars with a right click. The user can create their own color system to help different types of deals…
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Pipeline deal cards
Allow the option to display how many days the deal card has been in it's current stage. In the bottom right hand corner maybe. This shouldn't count toward the existing limitation of how many items can be displayed on the deal card.
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Configurable Deal Cards??
On the deal cards in pipeline view, you can see the title, value, owner, organization in the little card. It would be great to be able to configure this view to add a due date or next activity date etc. to this view so I can see critical info at a glance.
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Tracking consultant placements
Hi, I'm at a design agency that both do bigger projects but also rent out individual consultants. I'd like to track the consultants and know when their placement ends. Ideally when we receive a request for a consultant we'd have them all in pipedrive (sort of like products) and then you can add a consultant to a potential…
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Quick filter for Pipeline, Leads inbox, Contacts, Email
During my daily work I often need to quickly filter through the Pipeline (Company name, contact person, etc.) but the only real way to do that is by creating a new filter. The "Search Pipedrive" is useful not but great because it's a global search, while what I'd need is a "local" filter: if I'm in Pipeline I want to…
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Making Organisation fields required on a certain funnel stage
Hello everyone, we are building a Pipeline, where we want to have certain custom fields for the organisation to be required. But only when a deal progresses into a certain pipeline stage. Just like you can make custom fields inportant in a certain funnel stage, we want to make certain fields required in a certain funnel…
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Setting a default pipeline for the forecast view in deals
My company has been using Pipedrive for a number of year and until recently the application would remember the last pipeline i was viewing in the forecast view. If i close my browser and restart i would see the pipeline i was viewing. However this has now changed and all of my users new have the first pipeline being "All…
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Archive pipeline - missing functionality
I know many people use pipedrive for the multiple pipeline support. However, the inability to archive old pipelines no longer in use is a big missing piece of functionality for us. There are many times in which a pipeline is no longer needed, but you don't want to lose the deal history by deleting the entire pipeline. This…
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Product count in the pipeline view
Is it feasible to show the count of products alongside the count of deals and the total amount in the pipeline view? It would be nice to include the total number of products within open deals in pipeline view.
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Sort projects in pipeline view
Please add the sorting feature that is available for deals/leads in the pipeline view to projects too. Right now it seems that projects are added to pipeline phases in order of the creation date -- I cannot find any other way to view projects in one phase.
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Different Pipelines - way how to automate the whole process in one pipeline and see a better report?
Hi, we currently have several pipelines where we manage clients - cold calls, inbounds, referrals - but we don't have a professional account and so monitoring reports is more difficult. Is there any way to manage only one pipeline, but we can select the filter where the deal came from, so we can see the global report with…
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Be able to see the Sender/Receiver email in the new view
In the new Pipedrive Deal page, you can not see which unique email address was used to send you an email or who you sent the email too. You can only see the Contact profile info not the exact email used. In the Pipedrive Contact page, there is a drop-down tab that allows you to see the above. In the old view, this…
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Who´s connected in real time
Hi! it would be amazing if there´s a way to see in real time who of your team are connected in real time. (with it, we can asign tasks, new deals and projects in real time, and get better the customer experience.
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Feature request: Change the 'rotting days' setting of the pipeline to count ONLY WORKING DAYS (not n
At the moment, the pipeline counts weekends. Meaning if a deal is made on Mon 1st and doesn't move for 7 normal days, it will rot on Sunday 7th. However, it would make more sense for our business if it begins to rot on Tues 9th (7 working days vs 7 normal days).
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Following deals board
Hi, from time to time there appears a need in our company to have a filter of the following deals on the Pipeline as it would help to following interesting deals more efficiently and react quicker. Do you have such a functionality in your backlog? Thanks! Dalia
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Modify the colors of lost deals in the sales funnel to light red for better visualization
Tip: Modify the colors of lost deals in the sales funnel to light red for better visualization (just as earned deals are visible through light green)? I really believe it would make it much easier to visualize the deals in a sales funnel.
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WebForms related to deals
It would be create if it was possible to link WebForm to an existing deal. Case example: Deal movest to "meeting scheduled" -stage. Then few days prior the meeting there would be an automatic email with WebForm for the prospect to send us some background information. Now that would create a new lead/deal.
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New: Deal card customization and pipeline sorting
Hello everyone, We're about to add two quite frequently requested features: Deal card customization (in Pipeline view) -> Available now! Pipeline sorting -> gradually rolling out to customers from now through June 2023 Let us know your feedback, how these features are helping you and what problems they’re solving in your…
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Exporting all stage change dates
It would be a big improvement to be able to export all of the stage change dates for a deal, and not just the last stage change date. I would like to be able to calculate the times between specific stages and currently there is no way to do this. This is for open deals as well as for won/closed. Deal NAme - Stage Name -…
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Shortcut to list view your pipestage
To quickly view deals at a particular stage of my pipeline in list view, instead of manually going to list view, applying my 'pipeview' filter and adjusting to say 'And stage is X' - allow user to jump straight to list view by clicking in the pipe stage title
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Won Deal from Sales to Account management
Hello everyone, We use pipedrive to manage the acquisition of users as well as the onboarding and account mgmt. I am concerned because I cannot mark a deal as won and then move it to another pipeline. I tried to build some automations but if I flag a deal as WON, I need to reopen it to work on it on the Account Mgmt…
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Pipeline stage dates on start of using Pipedrive
Hi! Is there a way to adjust Pipeline dates? I started to use Pipedrive couple of months ago and would like to add old leads to Pipedrive with actual start dates. Now the number of days from lead to deal is showing too few days. I managed to adjust Deal generation date, but that does not affect to number of dates to get…
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Pipeline View
Is it possible or are there plans to make it possible for users to see a consolidated view of multiple pipelines? For example, lets say I make a separate pipeline for 3 different service lines we offer. Each sales rep sells all three but the sales rep has the ability to just view a single service pipeline or see the deals…
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Filter: Show deals which INDEED reached a certain stage (and not only came past it)
We sometimes have "fast forwards" for deals in our sales pipeline. For example sometimes customers don't want a presentation of our product but directly buy that product. Then we directly forward the according deal to the "sold" stage i.e. the deal skips the pipeline stage "product presentation". If I now create a deals…
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Improve visualization of multiple stages pipelines
1.- For pipelines that it has too many stages, let's say over 10 stages (and when it is not negociable ):, to have the ability to spread the view with a horizontal scrolling at the button will be very useful, other wise it is looking very weird like: 2.- In the last case, present a better solution to show the names of…
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Question: Can we keep deals in pipeline even when they got marked as 'won'?
Hi, this is an interesting question from my client. Can we keep deals in pipeline even when they got marked as 'won'? According to the Help Center article, Pipedrive automatically hides all the deals won or lost. Any deal that has been marked as Won or Lost is removed from that view, as it no longer requires your continued…
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Optional data fields for different Pipelines
Hi, I have two different pipelines and made a lot of custom fields for my deals. For the deals in pipeline A, I need the custom fields 1 to 5 For my deals in pipeline B, I need the custom fields 6 to 10 Well when I create a new deal in pipeline A, pipedrive shows me all the custom fields 1 to 10 even though I only need 1…
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How to sort and display "Choose columns field --> Visible"
How to sort and display "Choose columns field --> Visible" in the deals pipeline kanban view? Because "Choose columns field --> Visible" only works in list view, not in kanban view. Thanks
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Merged: Manual Sort Deals within a Deal Stage
This discussion has been merged.