UX / User Experience

Notifications pop-up inconveniently on top of save button
Hello! When I'm editing products of a deal or a note in Pipedrive, the save button of that editing window is located in the right bottom corner - exactly where notifications pop up if you have them on. This results in misclicks - you are about to click save, but notification pops up in the last second taking you to…
Deal visibility in Pipeline view for deals I follow
Deals have a single owner, but sometimes others contribute to deals - these users are always followers of the deal. Would be very useful for Deals where the current user is a Follower to appear in the Pipeline view (potential flagged as Followed vs Owner deal).
Labels on the tabs in the Left Hand Navigation
I really struggle to differentiate between the different icons in the main left hand nav. Ironically, you've aria-label'd them all up, so users using screenreaders can more easily identify them, which is good at least! I'd love an option to just show these labels so I can quickly identify where is which. I'm happy it being…
Ability to rename Deals
Would like to be able to change the language for "Deals" (ex. Opportunities).
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,…
IDIOMA
Bom dia, gostaria de saber como alterar o idioma do Pipe, deixar todas as opções em Portugues? Achei uma opção mas ainda sim tem coisas que não estão em Português!!!
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.
Give your feedback about new idea: Pipedrive Lite
UPDATE: Hi everyone, thank you for your participation! This research session has closed, and our product team will review all the data and feedback provided to determine whether this concept is worth pursuing. __________ Dear Pipedrive community We have received your feedback regarding Pipedrive being difficult to use,…
Retain scroll position of contacts when returning
When scrolling down the contact list and then navigating to a contact's details, the list does not retain its previous position upon returning. With thousands of contacts, this behavior is very frustrating as it requires time to scroll back to the desired spot. Please consider changing your UX designers and frontend…
Add bottom padding to avoid scrollbar interference with contact list
Add padding at the bottom so that the horizontal scrollbar does not interfere with editing fields.
How to hide "Onboarding checklist"?
The button keeps getting in the way, and I don't understand how to remove it completely!
UX Improvements in bulk operations with contacts
I can say for sure that this sidebar on the right should not open automatically. It violates all UX design principles and makes it impossible to select multiple contacts. You left horizontal scrolling, but the left column, which should serve as a guide, is not fixed, causing disorientation. Even if you fix it, the last…
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!
Request for Including the note content field in the insights report section
It will be really convenient if you could add the Notes field in the Report section. It helps us to visualise the Notes along with the other data fields such as update time, next steps , deal value etc. For Generating report note content should be added in the insights report section. Exporting the notes or individually…
Deal View - Show Label Text and Hide Yellow Caution Symbol
Hi PipeDrive team, A request for UI options please. For the Deals view: We don't use PipeDrive for task/next step tracking. As such, every deal has a yellow ⚠️ caution/warning symbol on the overall view. Would be nice to have an option to not display this icon! We do use labels however to track nuance around why a deal may…
Pipedrive is always using my microphone. Why?
For some reason Pipedrive is always using my microphone, and if I disable the permission, it constantly bugs me by asking me to give permission to use the microphone. This seems like a terrible security risk. What is happening?
Email tracking insights
Pipedrive is so powerful with the automations… the one area that is lacking is the email tracking analytic insights . I'd love to be able to have a report of email opens and clicks so I can make data-driven decisions. I don't think this exists. Right now, I can only see analytics by each individual email and it's great…
Xero sunsetting
Why is Pipedrive ending it's Xero integration? Why is it giving such short notice? They are offering an alternative to link to Xero called "Make", another third party risk for your data. It has been an integral part of Pipedrive for me, and I am really quite annoyed at the way it can just be withdrawn without an apology.
New: Expand all items inside a deal or contact
Hello Pipedrivers! We’re releasing a small but often-requested feature: users can expand (or collapse) all detail view items in one click. What: Expand all stacks, notes and files in one click. It works per user and entity, meaning it’s separate for deals and contacts, and each user controls their expand settings. When:…
Deal Owner viewable on Dashboard
Is there a way to display the deal owner when viewing deals on the Dashboard. Currently, all I can see is the deal name, client organization and client POC. I'd like to see the deal owner in the summary as well. Thanks in advance.
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!
Edit leads in table view
Similarly to how you can edit deals in the table view we need to be able to do the same for leads - it is so much more time consuming and you lose context when you need to click into the lead to edit the information
Lead activities and notes
All activities and notes from the contact and organization should be visible from the lead view - or at least a toggle to easily make that an option. When we go to contact leads we need to see the activities for that contact so we always have to scroll down and open that page separately.
Sorting of deals in pipeline, by drag-and-drop.
Hi. Do you need to be able to drag-and-drop your deals, to sort them in your own order? At moment deals are shown in chronological order according to activity date overdue/due/scheduled. But I need to be able to sort them according to which ones I find most important to work on. Anyone else recognize this?
Creation of custom objects
Is it possible to create a custom object like we do in Salesforce CRM? Basically we wanted to create a custom object in Pipedrive to store transactional data.
Suggestions for improving tag Features
Hello Pipedrive Team, As a daily user of Pipedrive, I’ve noticed a few areas that could benefit from improvement and wanted to share my thoughts with you. First, regarding the tags in the lead box: when adding a tag by typing, for example, "cold...," the system suggests the tags we've created, such as "cold prospect,"…
Loss of feature in emails, view email in inbox
I believe there has been a loss of an important feature in recent updates. When viewing a person's page, all emails with that person are listed. The triangle on the right still can be clicked to see the full conversation, but in that screen, the option to click and see the email in the inbox is no longer available. This…
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…
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.…
Custom Objects
Any thoughts on adding custom Objects to Pipedrive, somewhere along what you can do in SFDC?

UX / User Experience

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