-
Customize User Interface (Remove Unused Nav Buttons)
If I'm not going to use the "email" feature, I should be able to remove that button from the navigation bar. The same with "products" and a few others. Less is more and I should be able to only show what I want as part of the system.
-
Enhancement request: More activity type icons
Hello, can we please have more Activity type icons to choose from? Thank you in advance :-)
-
Be a Pipedrive Pro: Essential Keyboard Shortcuts you need to know
Keyboard shortcuts are a game-changer; they save time and reduce repetitive work, helping you focus on what matters most: building customer relationships and closing deals faster. Mastering these four Pipedrive keyboard shortcuts will significantly enhance your productivity: 1. Numerical keys 1 to 8 (Go to Section)…
-
STOP spamming additional features and plugins and blackfriday deals.
Please start understanding that we are working. We are not here to keep discarding the same message over and over again. We paid for the software now let us work. We get to many popups, pop over, emails with blackfriday and features we can buy or pay extra for. Get with the program of delivering value, not spam me to…
-
Voice commands & AI question
Does anyone know if there is a feature within Pipedrive that interacts with AI so that you can use voice commands to update deals, notes and project management without spending hours at the computer manually inputting all the updates that happened throughout the day?
-
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…
-
Pipedrive Projects module - tasks view
Hello, In the task view section of projects, it is not possible to filter by anything else than DATE. Besides I cannot customise the number of columns to show the organisation, the owner etc. These features exist on the main projects page, on activities, on deal view etc and are highly valuable. It would be the same for…
-
Wrong Translation in Korean: 'Archived' in sales inbox
Greetings, This is Ted from Hashsnap, a master reseller in South Korea. I'm reporting another Korean translation mistake. How to reproduce: Visit https://app.pipedrive.com/mail/archive to see the archived emails. What you expect to see: The left menus show it's an archived mail box. What you saw instead: The Korean…
-
Linked Emails Need a Visual Cue that they are Linked
We often come across a contact or Deal that has hundreds if not thousands of emails showing (since we have Users have their emails Shared by default— something we will be clawing back soon). In order for the system to better show Users which emails are Linked, and therefore visible by everyone, we think there should be a…
-
Automations Visual Change: visualize active vs inactive automations better
I would love to see some opacity of inactive automations to better visualize active automations vs inactive/unused/in-dev automations. Since there is no grouping or folder structure to help organize automations, visualizing the cards is the next best method. I have added a picture below as a reference. Very small change,…
-
Left sidebar with Organization, Person, and Deals tabs; and General Menu.
I think that the left bar of all entities (Organizations, People and Deals), in addition to the General left Menu, should be configurable by an administrator user and not personally. At least, allow the option that regular users cannot change it. In CRM implementation processes that are complex due to the number of users…
-
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)
-
Unstacking phone numbers in 'Linked people' view
Is there any chance of unstacking the phone numbers when viewing an organisation's staff under the 'Linked people' view. It's really easy to accidentally call the wrong contact if you are using click to dial. Also, if a contact has more than 3 phone numbers, the user experience is terrible having to use the scroll wheel to…
-
Clicking on Lead's Email not auto-populating in the TO field of draft email.
Our sales team notices an odd change in PipeDrive setup: They often write emails to leads in the Lead Inbox and they start these messages by clicking on the lead's email from the Lead Inbox. That opens a new draft email in the Pipedrive email editor with the lead's email auto-populated in the TO field. What's odd is that…
-
Apollo Devtools console spam
I get this message every now and then in the devtools console: "Download the Apollo DevTools for a better development experience" It seems to originate from https://cdn.dub-1.pipedriveassets.com/webapp/user.{some-id).js What is it and how can I stop this?
-
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…
-
Can Pipedrive Stop With The ENDLESS DISTRACTING POPUPS?!
Edit: I'm referring to the pop-ups regarding webinars, feedback, surveys, etc. (not to the "activity" pop-ups which are actually very helpful). I'm trying to work. Do you people not understand that?! I don't need to see daily pop-ups about things that don't matter. Why is there no way to opt-out of these? Also, these…
-
Automations Needs an "Everyone" Filter Option
As an Admin, I need to be able to see all Automations that are built, and be able to sort and look at all the Automations in one place. I recently had another Admin reassign ownership of two Automations, and had to go digging to find them! There should be an "Everyone" option here: I see this closely related to this Idea:…
-
Anyone else seeing a "Wide" Pipeline?
I logged on to Pipedrive today and my "pipeline" is super wide, as in, spread out horizontally. I have to scroll to the right to see all my columns, where in the past, everything was nice and compressed to fit my viewer window. Anybody else dealing with this bug as well?
-
Fix Horizontal Scrollbar in Firefox
Mozilla Firefox is my browser of choice and the horizontal scroll bar is very challenging to use especially in large tables like People. The scroll bar is about 3px high which makes in almost impossible to select. The scroll bar in Chrome is fine but it would be great to use my preferred browser.
-
Navigation button to go to next deal in pipeline from previous deal?
Hi it would be great to have a navigation arrow in a deal to go to the next deal in the pipeline instead of having to go back to the pipeline and click on the next deal.
-
Job Title
Job Title is an important field for us. I was able to add it as a custom field but there are numerous places where we need to see it including leads inbox, "people tab" of contacts, "people panel" of an organization, "participants panel" of a deal. Can we get the job title to appear in the participants panel of a deal and…
-
How do I stop the "Link a person" pop-up from automatically popping up
every time I link a person to a company the "Link a person" popup opens again whether or not I need it
-
Deal Labels -- Change order of appearance
Hi. We are making much more active use of deal labels, which involves changing and reorganizing labels in addition to just assigning them. The fact that the labels drop down list always shows them in chronological order leads to lots of scrolling and means that the labels that are most likely to be (almost) obsolete appear…
-
Notifications - Close button
Hello, it'd be a nice have being able to close the notifications that pop-up in the bottom right corner when any update is performed wherever.
-
Email: Reply on top / Send button always visible / Cmd+Enter to send / Move tools above typing pane
First of all, I love PD and have been using it for more than 5 years. Yet, there's a few things that have always driven me nuts. Here's a few of them pertaining to emails. Whenever I want to reply to an email, the reply pane ends up at the very bottom of the screen, below the messages. The send button often ends up out of…
-
Edit data fields in leads table views (like you can for deals/contacts/orgs)
Currently, when you want to edit data fields for leads you have to click into the lead before you can edit the field. In the deals view (and also contacts and orgs views) you can edit the deal data fields from the table, not having to click into each deal. This is much faster and more efficient for editing deals quickly.…
-
People: customizable pop-up
Hi, it would be great if the pop-up showning people's data could be customizable/configurable. In addition to the data shown below, I would like to display the "job title": This would allow me to have immediately a vision of whom to call first. Eg if I want to call the HR director. Presently, this data is not displayed on…
-
Hiding Deal value
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…
-
Automated "Last Updated" on Profiles/Orgs/Deals
Interested in the possibility of adding a field in the top bar of profiles (Organization, Person, Deals, etc.) of when something was updated (date and time), and by who. I currently set up an automation that will update the dates when a field is updated, but that is hidden in the side-nav as I can't force it into the…