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firefox over chrome - I want do decide
Hi development+support team, hi Dominic Allon, In the last few weeks, I've been having problems with the organization popup [See all deals], which slows down Firefox at the end and I have to cancel and reload the page (popup). When I asked the official Pipedrive support team, they advised me to use Chrome or Edge instead.…
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Enhancement request: More activity type icons
Hello, can we please have more Activity type icons to choose from? Thank you in advance :-)
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Link Email to Lead/Deal from Person View
I am viewing a person (https://….pipedrive.com/person/…) which already has a lead (https://….pipedrive.com/leads/inbox/…) assigned to it. The previous emails are however not yet linked to the lead but only to the person. Could you please add a button in the person view (https://….pipedrive.com/person/…) to be able to link…
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Custom Objects
Any thoughts on adding custom Objects to Pipedrive, somewhere along what you can do in SFDC?
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In Deals "List View" can I change the font colour
In Deals List view, my eyes have great trouble differentiating between the black and green font colour. Am I able to change the font colours. Is it possible to remove completed deals from the List View, can they be Archived? Thanks
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Multiple Users In An Activity
Hi there, I've seen similar posts requesting for that ability to add multiple users to an activity but no useful responses to the issue. Is the only current workaround to add other users within Pipedrive as contacts so they can be invited as "guests" to an activity? Thanks!
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Let us change the background color / give us more visual cues
VISUAL CUES: please give us more visual cues. All pipelines look the same, deals, organisations, people cards look the same. As a result, we're likely to make mistakes like paste our call notes into a People card when we meant to paste them into the Deal card. Org/people/deal cards tend to be text-heavy; please make our…
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Reorganize permanent fields in Summary Sidebar section
Hello, I would like to be able to either remove the permanent fields from showing in the summary sidebar section or move them to a different sidebar section. For example, my company does not use the deal probability feature, so I would like to remove this from the summary section so as not to confuse my team. Additionally,…
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Filtering by column in Tabular view
Currently, the Pipedrive tabular view UI only allows sorting alphabetically. I would absolutely love if I could bring up my deals page in the tabular view and filter the results. The only way to filter currently is to create a custom one each time - which is time consuming. If Pipedrive would change this UI to an excel…
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Company Financial Year setting
Hi - it would be really useful if, in settings" I could tell pipedrive when my financial year started and finished (which is not the same as the calendar year. Is this possible or on the list to be done?
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Feature Request | Pinned Notes Shouldn't Be Collapsed
Hello there, I believe there is an opportunity to improve 'pinned' notes within the Focus area of a deal. Clearly users Pin notes because they are important. Meaning it should be readily visible in full when someone opens a deal. However, notes are automatically collapsed. Users can only see the first line until they…
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How can I search within a person record?
We sometimes have contacts that have a lot of emails stored in Pipedrive. How can I search for something for only one contact? Control Find won't work as the content is not loaded until you expand a specific message (which makes sense)
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Expand All / Collapse All for Field Groups in a Deal
Our users are complaining how much scrolling they need to do on a Deal because we have added a lot of custom fields. They have asked for a 'Collapse all' button at the top of the left pane on Deals, and/or for the Details section as that's where the custom fields and multiple fields groups are of course. To give you an…
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Make Focus & History View Optional
Hi Really love Pipedrive overall but not a fan of the new “Focus” and “History” view. I appreciate that some people might want this but the fact it is mandatory isn’t welcome. Please provide an option to turn this off.
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Suggestion: The "Deals" and "Leads"
Suggestion: The "Deals" and "Leads" should be in the "Focus" section
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Convert Organisations/ People into Deals
it seems strange that I need to bulk convert my data as excel and then import it. that is something that should be native to pipedrive does anyone else feel like that?
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Add a List view option to All templates screen in Smart Docs
Please add a List view option to the ‘All templates’ screen for Smart Docs. Many of our templates start a with standard prefix and the (only available) 'masonry' view truncates nearly all template names. This makes it difficult for our users to ascertain which template they want to use each time, and requires them to open…
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Fix horrible "solutions provider" UX
When we signed up we appear to have been bound to a third-party "solutions provider" which render any direct Pipedrive support (including in-app chat and emails to support) totally useless. We've never heard of this solutions provider before, and the experience of having any attempt to chat or email directly with Pipedrive…
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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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NEXT STEPS are refreshing to original after page refresh.
yup. when making a change on "next steps" our changes are not saving. all of us are global ADMIN
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GMail Add-On Needs Email Logging for Essential Users
I want the GMail Add-On to display a "Log Email" Button on all inbound and outbound emails. How this would work, is within the Add-On settings, you enter in your unique Pipedrive BCC Email Logging Address. Then, when I click "Log Email", the Add-On will automatically use that address and forward the email to Pipedrive AND…
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Security feature request
It's great that PD has some level of two factor security but receiving an email everyday to login is feeling painful. Is that just me or does everyone have to do that? Does it not store a cookie for 30 days or similar? I've been using a password manager for a decade which can very ably do OTP right in my workflow. That…
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Group organisation contact details in one place
I'm finding it frustrating that I'm not currently able to group an organisation's contact details in one place. I want the phone number, address, email and website in one field group. At the moment address appears in Summary and there does not appear to be an override to that. (Screenshot is our customer demo account) Note…
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A new entity? Brand?
I have been a Pipedrive user for more than 10 years, and I have always asked myself the following: Considering that there are many companies (I would say the majority) that manage brands (either their own or as a representative...e.g. Nestlé) or entire categories (e.g. department stores) And there are more and more people…
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Ocultar a barra lateral de insights
Gostaria de saber se é possível ocultar essa a barra lateral da pagina de Insights. Não se faz necessário ficar essa barra lateral aberta o tempo tempo, nas outras paginas essa opção já existe, como por exemplo, na pagina de organização.
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New Details screen for Deals
Well, that was a nasty morning for me. I think I have received a nastygram from each and every Sales Rep this morning about the rearranged details screen for deals. Looking at it, I think they have a point. Pipedrive is already pretty "left-leaning" with its information and now more information is on the left, less at the…
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enable instant editing w/ blinking cursor - after click on EDIT button in inline editing
Hi, I am often using inline editing of all deals in an organisation. When clicking on [see all deals] popup menu, I can edit various entries. That's nice. But after clicking on the edit button right hand side in the line item, I have to klick one more time into this field I want to edit. Until then the keyboard…
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Turn Off Leadbooster Section - Remove Campaigns and Projects icons
Hoping someone can help here. I am not interested (at the moment ) in Leadbooster nor am I interested in the Campaigns or Projects which are all paid service options. I would like the option to hide these as they are just eye graffiti to me that I don't want, and, I don't need to be reminded constantly about paid services…
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Pin Activity
It would be beneficial to have the ability to pin an Activity as you would a Note in a deal. We use the Activity to note and track the stages of an order, not the note section. It would be helpful to have this specific Activity pinned to the top of the deal for reference after the Activity is completed for easy reference.
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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…