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Track Employee Time
Hello! I am looking for a possible integration with PipeDrive that would allow us to track employee time sheets. Something that would allow our employees to clock in and clock out on specific jobs and then store that data either directly in PipeDrive or through a database service like Google Drive.
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Hourly sales activity report missing
Currently I am doing this in excel and downloading data every day. It is showing me when a sales rep has added or updated an activity. This way I can see if they are active or not, hourly. It would be great to have this insight in pipedrive done automatically. It is a report showing Activities activity split by hour…
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Accès visualisation seulement - pourquoi le même prix qu'une licence complète ?
Bonjour, J’aimerais savoir si je peux ajouter 2 accès pour 2 employés qui auraient seulement à visualiser la portion ''Affaire'' ou simplement un accès de visualisation du Pipedrive sans aucun droit de modifier, ajouter quoique ce soit. Il est certain que je ne peux pas payer 2 licences supplémentaires pour avoir ce type…
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As a service provider, I monitor multiple clients. Is there a way to quickly get into each instance?
Other tools have the ability to switch quickly between instances as a power user/reseller or service provider. Does Pipedrive have this too? It usually has some sort of a choose instance button on the top right (Asana/Fareharbor) or in the left hand side (Slack) where I can switch instances. Best if I as a supporter of…
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Editing User Profiles
Hello! I think that Admin Users need to be able to edit the profiles of other Pipedrive Users in their environment. I would like to upload a photo for each of our Users, and would like to fix some names and emails in accounts, and unless I have that person make the change, this cannot happen! As an Admin, it makes sense to…
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Configuration for two people managing the same pool of leads.
I have two of our 20 users that are going to be operating as a partnership using the same pool of leads. Can you have a professional subscription and use TEAMS subscription for some, but not all subscribers in an organisation? Any other ideas of how to configure a set up so they can both see the pool of leads and then…
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If someone opts-out on your Pipedrive newsletter, automatically opting in again isn't possible.
Sadly I found out it's not possible for someone to overwrite their own opt-out with an opt-in. I'll frame the issue here. Someone (she) subscribes on our newsletter, but isn't a customer. Then unsubscribes 4 months later. Afterwards, let's say 1 month after unsubscribing, she becomes a customer through our website…
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User settings - Block Deleting and editing Title Deals/Contacts and Activities.
Hello Community, I'm wondering if there's a way to implement user-specific settings within PD, to restrict editing for certain users, especially when they are not the owner of a specific contact. For example: Blocking the ability to edit or delete deal titles. Blocking the ability to edit or delete activity titles.…
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Activities/Tasks for Teams
It would be cool to be able assign Activities and Tasks to teams, not just individual users
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Idea for Future Development : Special Pipedrive access for partners or people external to the team
Hi, That would be great if there was an option in Pipedrive to give an access to external partners so they can view and/or edit leads and deals that we send them. For example, we are working with a company who is not part of our team and we would like to transfer some leads to them. It would be great if they could have…
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More rights for Admins
There are a couple of things which should be managed by the admins especially in larger companies. In some cases for usability reasons, in some cases there are security issues. 1) Signature templates: The admin should be able to define one signature template which is filled automatically with user data (I know, a user…
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Email Sharing One Way for Admins
Hi, I am an admin and want to integrate more users to pipedrive. I want to be able to have my employees emails set to sharing but I do not want them to have access to my emails. I would like to only share my emails with fellow admins.
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email verification masquerading as 2FA
The email verification masquerading as 2FA is very inconvenient and relies on the customer to have access to their Pipedrive associated email account on the same device on which they are logging into Pipedrive. Competing applications are smarter and use Authenticator apps or push notifications. When will this be changed as…
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Introduce API-only user for automations with Zapier, Make or others
Hello, we are using Pipedriver together with Zapier for automations. Very often we create leads or contacts via Zapier. Zapier is connected via a private account of one of our co-workers. After creation of leads/contacts we start a Pipedrive automation to send an email with some content. And here the problems start: In…
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Make Workflow Automations editable by anyone with permission
The fact that workflow automations can only be edited by the creator is a problem. Multiple users manage automations and if an automation needs to be edited, only the creator can edit. What if they are away or no longer with the organization? Please make it possible for any user with permissions to edit workflow…
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Ability to change the owner of all assets belonging to one user at once
Upon trying to deactivate a user, you are presented with a summary of what they own (how many deals, activities, etc). Unfortunately, there is no easy way to reassign them, and using filters to find matching numbers of at least activities proves very difficult. I request that the functionality be added to easily reassign…
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New types of permissions to help you further restrict user editing/adding capabilities
We will soon start introducing new types of permissions into permission sets that aim to provide the possibility to restrict users from either creating or editing other users’ items: Permissions for adding items: “Add deals”, “Add leads”, “Add organizations” and “Add people” These permissions, when disabled, will restrict…
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Please Enable The Ability to Indent With the Tab Key!!!
It is VERY irritating that we can no longer use the TAB key to indent bullets to the right!!! Having to click the "indent" icon in the editor to indent is a pain in the ass. Pipedrive used to be able to move/indent a bullet to the right by hitting the tab key! This capability was disabled months ago when you rolled out a…
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Delegate In as Other User
It would be great to delegate in as another user in order to diagnose any issues, or help with setting up certain things. Obviously this should only be for admin users, but it is functionality that you find in lots of other SaaS solutions and would be beneficial in Pipedrive too 😉
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Pipeline Permissions by User
Maybe I'm missing this, but is there a way to control access to specific pipelines? I want some users to have access to Deal Pipeline 1, but not Deal Pipeline 2. Is this possible, or are permissions and visibility only decided by Deal ownership?
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Technical question: "Product pricing to be fixed even when adding to a deal"
One of my clients wants "Regular user" NOT to change the Product pricing in any condition. Meaning: When they add the Product to a deal, they shouldn't be able to CHANGE the pricing info there. Only quantity. I think it's NOT possible. But wanted to check-in. Any feedback please? Emre
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User access
HI I think the user should only have read only access to the other user data and read/write access to self data. This is important as this will restrict them from downloading and altering other user data.
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Add User export to CSV
We need a functionality to export the user information that you find in "Manage Users" to a CSV file
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Hiding Financial Details
Hi everyone, I wanted to know if there was a way I could hide financial info (i.e deal value etc) without restricting too many permissions for my other team members. I'd like to keep the value numbers just for upper management, but would still like to allow users to edit other deal information. Is there a tool I can use or…
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Changing owner name
Hi, how to block changing owner option for some users in Pipedrive? I need to enable for some users this feature. Cheers
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Merged: Please increase maximum Devices to 5
This discussion has been merged.
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New: Account Settings access 🛠
What? Account settings access can now be granted as a free seat, independently of having access to Deals. Users that only have access to account settings will not see deals, leads, pipelines, or other core features of Pipedrive. But will have access to user management, billing details, company settings, security settings,…
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New: Pipedrive supports two new languages 🇱🇻 🇮🇩
What? We have launched Indonesian and Latvian language versions of Pipedrive. Indonesian and Latvian-speaking users are now able to use Pipedrive software in their preferred language. With these latest additions, Pipedrive is now available in 20 languages. When? Available now for all companies
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Question: What happens to a workflow if its creator is deactivated?
Let's say I deactivate a user Alice who created a workflow W. Then what happens if I deactivate Alice? * Is the workflow W still triggered even though the creator Alice is deactivated? * What if the workflow W is designed to create a deal owned by Alice? Does it create a new deal owned by a deactivated user Alice?
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Account settings user in Pipedrive: Looking to speak with customers for research [CONCLUDED]
EDIT: We have concluded this research session. If you have any comments, please post in the comment section :) Hi, Community Members! Our user management, more specifically, account setting user feature, needs some attention. :) We’d like to speak to you and understand the use cases and current pains around using this…