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New Summary feature!
This new feature went live a few days ago, and I thought I had lost my contact email addresses but they simply moved to the summary page! which I feel is NOT required, so anyone else feel the same way? In my mind, there was nothing wrong with the details page, and now the UX is poorer for it. The text of the summary and…
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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.…
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Upload Organization picture/logo to find deals faster
It would be great if I could upload an Organization logo, much alike People pitcures, having the option to enable or disable them in the pipeline screen. When we have many deals in our colums, it is faster to locate them by imagem than text, once the column's ordering criteria it is not very clear. Actually, that was a…
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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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Field Definition Hovering
As I have spent time building out a training website for our team... this idea came to mind. If we could define fields (built-in and custom) in Settings, and then have those definitions show up either by hovering over a field or displayed right underneath a field, this would really help new and experienced users! Even…
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Leads - missing column "Expected close date"
Hello, the Leads inbox (/leads/inbox) is IMHO missing at least the "Expected close date" column. Would be great to have it there :-)
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Keyboard shortcuts for Notes
Hi, I really love using keyboard shortcuts, and I know a lot of other users do too - it helps with workflow and reduces friction when it comes to performing various actions. The less steps/clicks, the better. I basically make a note to every deal, every time I do anything with that deal, be it a call, email, reply, I get…
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Can the note edit bar with Cancel/Save buttons be pinned to the note screen?
I have to scroll all the way down to the bottom of the note to press Save or Cancel. The same to choose Italic, add a link or image. If the bar was pinned and followed my writing it would save me a lot of time and significantly increase my productivity. If I cannot see the SAVE button, I do not know if the note is saved or…
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Merged: Please expand Email Templates
This discussion has been merged.
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Table support in email
It would be helpful and much appreciated if eventually Pipedrive users would be able to create tables within the body of their emails. Even being able to retain the table format when copy and pasting from Word or Excel would be great!
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Editable custom data fields from org/deal/person page
This one bothers me, like a lot. Let's say I have a custom field under organization to be filled out in qualification that lists the prospective org's current system used, let's call it "Current System Used". This is a drop down select list field. I go an find the top 50 systems list somewhere online and paste those in as…
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Merging improvement: Check if the only difference is http & https
Hi there! First off: Love the software. The one thing I found gives me quite some work and I belive is easy to fix is this: When getting data from different places, sometimes I end up with duplicate people or companies. It is fine, the merge works quite well. One of my custom fields, I use to store a url. In my case…
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DARK MODE for Pipedrive?
I have a "crazy" idea: DARK MODE for Pipedrive??
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Sign up for the Dark Theme Beta testing group 🌓
Hello, Community! We've received numerous feedback requests for the option to have a dark theme to better align with your working preferences. I'm excited to announce that a beta version of this feature is now available! In addition to other customizable features like custom navigation and a customizable landing page, you…
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New: Dark Theme in web app 🌓
Hey Pipedrivers! Some of you have been testing it already, and now it’s official: the Dark Theme, 2023’s most popular feature request in the Pipedrive community, is scheduled to reach all users by the end of January / early February 2024. This is a personal setting for each user, with three theme options: Light Theme –…
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Colorizing activities in Calender view
Hello community and Pipedrive! I suggest adding a colorization feature to activities in calender view. For example possibility to give a color for activity A, another color for vactivity B, a third colr for activity type A, a fourth for acitvity type B, etc. Thanks for reading! Regards Carsten
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Email conversation view
Is there a plan to give the user the flexibility to view emails in non-conversation view. The way PD sorts emails is almost unusable when you have multiple responses. There needs to be a way to view emails independently, sort easily by date, key words etc.
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Forms - Custom internal layout
There should be an option to make a custom intake form to be used when creating a new contact person internally. This could be done just like how the "Keap CRM" app does it...
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Contact Creation: Use Domain to detect Organization
When creating a contact from an email it would be great if Pipedrive could detect the organization with the domain if other people from the organization are already added: Example: john.doe@nike.com is a contact with the organization "Nike Ltd." When mary.miller@nike.com writes me an email and I add her as a contact, the…
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Leads - missing data in "Next activity" column
Hello, the "Next activity" column in the Leads Inbox (/leads/inbox) shows only the month and the day of the month, but not the year. I have many leads with activities planned for 2025, 2026, but they all show up there without the year, so sorting by this column doesn't really give me the expected results and the…
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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…
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No Ctrl-Enter???
Good evening everyone! I am so surprised that you still can't press ctrl-enter to save whatever screen you're on. Whether it's a new deal or an activity. You have to take your hands off the keyboard and go get the mouse, position it, and click. Every other software I use online accepts a ctrl-click and it saves me tons of…
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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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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…
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Reverting to old UI/Requesting change to new UI
Hello, Today I have been swapped me to the new UI, and I am wanting to revert to the old UI. The specific reason that I want to revert is that I use the Documents tab to generate PDF files that use the customer data fields. When sending an email, I will often link these generated documents within the email as hyperlinks or…
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New Deal Layout?
Today as I was using Pipedrive in my regular day-to-day work suddenly my heart dropped. The page magically transformed into something new and not at all pleasant. At first, I tried to update the page to fix whatever I was seeing on my screen but without any result. My first thought was that there's no way that this can be…
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Email Automation allow ability to specify from address
When creating automation the emails can only be sent from the user account. I have two mailboxes tha sync to the sales inbox but I can not choose which one to use. I do not really understand why I can not specify the from address as anything I want. This would be even better with the SMTP integration options mentioned…
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Call logging android - troubleshooting
Hi, I want to get the answer. If only I have such problem. I'm using the newest version of Android APP I've configured the app accordingly - https://support.pipedrive.com/en/article/calling-and-logging-calls-in-the-mobile-app PROBLEM - some of my call's are not logging in I've exchange 47 emails with pipedrive to resolve…
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email: send button on top and bottom of the compose screen
If you're using a lot of templates than sending the e-mail requires you to scroll to the bottom of the composer. I suggest adding a send button to the top of the composer as well as the bottom for a faster workflow.
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Calender View Settings
Hello community and Pipedrive! My suggestion is to add different view options to calender view like in other calenders. Currently we do only have a Monday to Sunday view. Problem with this feature is that you cannot see the title of your activities without clicking it. How about adding a few more choices like Day (shows…