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Horizontal scrolling: 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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Deal visibility in Pipeline view for deals I follow
Deals have a single owner, but sometimes others contribute to deals - these users are always followers of the deal. Would be very useful for Deals where the current user is a Follower to appear in the Pipeline view (potential flagged as Followed vs Owner deal).
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What if admin users want to see deals that they follow?
According to the Knowledge Base article on Visibility Groups, Admin Users can still view and edit any item with this visibility restriction, as they have editing powers over everything in Pipedrive. But what if admin users have some deals they follow, and they do want to see these deals only in the pipeline? * I know I can…
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How to get a detailed view of a pipeline phase for reporting
How do I get a detailed view of a pipeline phase for reporting? Thank you, Lory
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Move duplicate Deals in another Pipeline stage
Hello, There is the possibility that I get more then one Deal with the same organisation but another contact. I plan that the new duplicate deal gets moved to a Pipeline stage "duplicate" automatically. Right now my automatisation looks like this: But it seems like it's not working. I don't get it. If there is a new Deal…
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Ability to rename Deals
Would like to be able to change the language for "Deals" (ex. Opportunities).
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How to limit access to who can move Deals across stages?
Hi, I've encountered a situation where users often move the Deal to a particular stage by mistake and immediately correct it. When I go and check in the insights, even the wrong movement shows up as one count for progression and messes up our KPIs. Is there a way to control who can move the stages? Or perhaps filter the…
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Feature request - skip a stage
Hey there, so I think that's something that Hubspot has that I feel is missing in Pipedrive. Essentially, I have a stage for a "pilot" and some customers go through it (they need a trial before fully signing on) and some skip it and go straight to my last stage "Paying Customer". However, Pipedrive in Insights cannot…
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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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Best practice for pipeline stages
Hi everyone. Can I get your input please… What is your view on having pipeline stages called Won and Lost? I have been unsuccessful so far trying to logically explain to my employer (who insists on keeping these stages in our pipeline in Pipedrive) that we don't need them as Won and Lost are statuses not stages, and we can…
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Is there any way to make it mandatory to provide a reason when a deal moves in the pipeline?
Basically what the title says. I needed to make a way that when I move a deal into another step of the pipeline I have to provide a reason to why it happened. Can pipedrive do that?
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Make the pipeline more readable
Hi, 1. Please highlight headers with colors and show the number of deals. This will allow understanding the whole picture at a glance without searching for small text on a grey background. 2. Please redesign the table layout to be more modern, with colored tags and the ability to sort by closed deals. Thank you. Here're…
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Deal View - Show Label Text and Hide Yellow Caution Symbol
Hi PipeDrive team, A request for UI options please. For the Deals view: We don't use PipeDrive for task/next step tracking. As such, every deal has a yellow ⚠️ caution/warning symbol on the overall view. Would be nice to have an option to not display this icon! We do use labels however to track nuance around why a deal may…
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Is there a way to automate moving a large number of deals from one pipeline to another?
We're cleaning up our Sales Funnel, and I'd like to break one Pipeline into two. I need to move the deals from one to the other. Is this possible in Pipedrive or Zapier? I can see how to move deals from one stage to another within one Pipeline.
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Formatting for Pipeline Title View?
Hi Team- I know this may or may not be a possibility, but I thought it would be helpful to pass on to your developers for consideration. I have many stages in my pipeline that Im developing, and I have 4-5 words describing each to help me keep track. But with so many stages on one screen, the titles are cramped and…
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show time in pipeline stage on deal card
I have a pipeline set up and are able to see the time the deal has spent in each stage in the deal deatail view. However, in the deal overview board, I would also like to see the number of days the deal has spent in the current pipeline stage. Is there a way to add this info to the card in the overview?
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Please allow us to sort the Kanban view
As I understand it from this post, the Kanban columns are auto-sorted by activity. But that creates a problem for me that ultimately wastes my time and energy. Too often, I'm waiting for events to happen over a few days - as a result, it's impossible to remember 'last activity' - and I spend an inordinate amount of time…
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Sorting of deals in pipeline, by drag-and-drop.
Hi. Do you need to be able to drag-and-drop your deals, to sort them in your own order? At moment deals are shown in chronological order according to activity date overdue/due/scheduled. But I need to be able to sort them according to which ones I find most important to work on. Anyone else recognize this?
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Stage change graph
As I have observed, there are charts that track the stage changes of certain deals over a specified period. These charts only record the number of deals entering each stage at a given moment, but I am unable to automatically see from which stage these deals originated. I consider this functionality crucial to analyse…
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Manage Retreats
Hi, I would like to manage Retreats with Pipedrive. The following situation/requirements: I have for example 8 Retreats per year Each Retreat has a certain capacity of Rooms. Let's say Retreat A has a capacity of 10 rooms while Retreat B has a capacity of 8 rooms My main intention to use Pipedrive is to manage…
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How do I assign a default pipeline?
I have 4-5 active pipelines for different purposes. How do I designate one of them as my default pipeline, so that 'deals' always opens in this pipeline?
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Realising value of won deal in the future
We are an events agency using Pipedrive to manage our pipeline of client events. Our events (deals) will often be won a few months before we realise the revenue from the events (once the event is delivered). However when I move a deal to 'won' it automatically realises the value of that deal on the day I move it. This…
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Lead placement help in automatic mode
Hello everyone, I hope someone can help me! I need to figure out how to automate some processes but at the moment it's all so complicated! My leads come from ClickFunnel (Outbound) and Calendly (Inbound) I've already created the two stages in the pipeline and downloaded Calendly and Zapier integration! but I need leads…
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View Leads as Kanban Board
I'm currently evaluating Pipedrive, and one feature I miss is the ability to view Leads as a Kanban board as you do with Deals. For example, I could use tags, where tags are effectively set as the current "stage" of the lead: "Not Contacted", "Reached Out", "Meeting Scheduled", etc. Thanks!
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Change the Pipeline?
I need to only move a deal from one already created pipeline to a different already created pipeline. We realized it was created in the wrong one. What's the easiest way to do this?
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Deals in Pipeline View - Email Visual
I think a really cool & helpful feature would be to show an icon on a Deal "card" in the Pipeline view, would to show an icon on the card if you have not yet responded to an email. I'm sure that's super complex, but would be a cool "quick view" who do I need to get back to right in your face concept. without having to…
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Reports across Multiple Pipelines
Hello, I currently have a sales process for a B2B SaaS and we recently shifted from 1 big pipeline to 3 shorter ones. Here were our stages * Lead-in (We can't use Leadinbox because you can't filter by address) * Cold * Warm * Reschedule Demo * Demo Set * Set Trial * Onboarding * Monitor * Ready for Close We used to have…
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💸 How about emojis for Deal Stages?
I love using emojis to add impact to my sales processes. Eg. My website leads arrive with '💸 New Website lead!' - so the cash emoji gives me a certain emotional response and desire to respond. I tried adding emojis to my deal stages a while back, but it broke Pipedrive and an engineer had to remove them manually. Any plans…
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Can I enter a new deal into first stage of Pipeline?
Must an oppty be a Lead first to enter in a stage or sales cycle? How can I enter a new DEAL in one of the Stages?
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Pipedrive needs to improve the ability to sort and filter contacts/leads
I can't be the only one that has contacts with a lot of different data points. I don't mind using the create a filter function to narrow people down using certain criteria like; Location or emails sent/received in the last month. However, having to repeatedly go into the filter to narrow down or change the search is…