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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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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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Feature request: 'rotting days' to count only working days
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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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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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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Stages deleted
Some of the Stages in the Pipeline were deleted by themselves. I'm adding a new Stage, but that too is being deleted. I see the Deal numbers in the Pipeline but there are no Stages. How can we bring this back?
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Using Pipelines to Track Event Participation
Hello Pipedrivers. We are curious if any of you are using Pipedrive to track your company's participation in events. For example, we are looking to build an Event Pipeline and create Deals related to specific events. Then usher this Deal through the stages of submitting an abstract, attendee list set, registering our…
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Change a deal stage when date is (nearly) treached
Hello, I've created a Date Custom field for my deal : "Proposal Expiration date" In my pipeline, I have these 2 stages : Proposal sent Proposal expires soon How can I automatically move a deal from "Proposal sent" to "Proposal expiration soon" when the Deal Proposal Expiration Date will be reached in less than 72 hours ?…
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Moving a deal across to another pipeline
I have a Pipeline from enquires all the way to my enquires becoming customers. I have then made another pipeline to manage my customer through the process to help me better my communication and there overall experience. How can I move a deal from one pipeline to another? can it be done or do I have to make one really long…
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Display Custom Field on Pipeline screen for deals
We have added a custom field to Deals (deal type) and it would be helpful to allow this field to be seen in the Pipeline view where all the deals are, so I can see what is coming down
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Show deal participants in pipeline
Hi, Currently a deal pipeline only shows the main contact person and the participants (other important contacts at client) are only shown if i click through to the actual deal. The proplem with this is when i download the pipeline to excel, only the main contact is downloaded and if i want to send a group email to the…
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Enable access permissions for Pipeline to be shared externally
Enable access permissions for an individual Pipeline to be shared to an external user, without allowing them access to view other pipelines
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Pipeline Visibility feature - soon available (in Q1 2023)!
Hi community members! I know there is one topic that has gotten quite some feedback during the years in this community and this topic is pipeline visibility. Letting you know that this feature is expected to be rolled out to all during this quarter, in the upcoming months. :) What to expect? Introduction of pipeline access…
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Bulk-edit fields in list view
At the moment, not all fields can be bulk-edited from the list view of deals. For example, I could not bulk edit probability for deals in my list view however I could bulk-edit amount. I would think that ALL fields should be able to be bulk edited?
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What best practices for setting up Deals?
Hi, I'm part of a small company working on a B2C service that's also meant to be B2B2C, in order to reinforce its legitimacy and reach more people through those businesses. That is why we have set up a Pipedrive account. We're going to be using it as a community-building tool most of all, with Campaigns as our newsletter…
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Is there a way to have the same deal on multiple pipelines
Having all the information about a company under one deal is comfortable and I don't like the idea of having to create multiple deals who's info doesn't sync in order to have them on multiple pipelines.
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Sorting Deals in a Pipeline View
Hi folks 👋 I know there are a lot of Pipedrive addicts waiting for this feature so I’m trying a new post for this miracle… manual deals sorting in a pipeline stage! Indeed, I saw a lot of messages in this forum asking about this feature and I agree with you guys: it will be a fantastic (and basic) feature for Pipedrive and…
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Automatic update of deals in current Pipeline view
Currently the Pipeline view does not update anymore when things within the deals happen, unless there is a complete refresh. i.e. A deal has been rotting for 2+ days and is marked red; I go into it and complete an activity; I go through a link to the pipeline view again; Deal is still marked as untouched for 2+ days. The…
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[Feature request] Pipeline views which show only selected stages of a pipeline
Hello, it would be great to have something like Pipeline Views, which would allow us to select visible stages of a pipeline. For example - our current pipeline has 12 stages but our teammates responsible for invoicing don't really need to see what's going on in stages 1-9, they only need to see stages 10,11,12. Coworkers…
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Multi Column List Ordering
We should be able to organize our lead lists using multiple column criteria - for example, say I want to order them according to country, and area code, and contract value. I should be able to choose all of these in reorganizing the list. Currently I can only reorganize using a single column.
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Set default pipeline filter
Hi Pipedrivers! Depending on the pipeline I visualize, I would like to be able to apply a different filter that defaults to every opening. For example on one pipeline I would like to always show won and ongoing deals, while on another only won deals. Do you know if and how to make a custom filter default for a specific…
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Organization cards/pipeline
My suggestion would be to be able to create a pipeline showing organizations as a card similar to a deal to get a good overview of current customers. The application could be for example a Customer success board or a sales overview board, making the clutter minimal as well as showing an overview on the card with the amount…