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New: Insights Navigation Update 📊
What? The Pipedrive Insights feature has a couple new tricks up its sleeve: Users can now choose a table-type chart for Activity reports And clicking the scorecard inside a given report now brings up a detailed list For whom? Available now for all users in all plans. 🔔 Follow What’s New? to get notified about all new…
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Test the new Detail View concept (deadline: April 8th)
We are improving our Detail View! If you are interested in testing the new concept, book a time with me: find a suitable time for you here. Open to all users in all plans. Multiple timeslots are available on Tuesday/ Wed/ Thursday of this week.
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Augmenting Activity List - Join the Beta test!
Bring LINKED Deal/Person/Organisation to your Activity List and take actions without leaving your context. All that with our new Contextual Views! All Users All Plans Join this channel in our community or mention your interest with a comment Deadline to join: 13 NOV Testing starts: 16 Nov 23rd November Conditions: Be on…
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New: Caller one-click button (gradual rollout) 📞 ☎️
What? The new Caller button saves you clicks and time: just one click to make a call. For whom? Professional and Enterprise plan (gradual rollout until end of April). How can I use it? * Start from Detail view or List view. * Initiate a call by clicking the phone number or the 📞 icon: the call starts immediately via your…
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Allow for detailed address editing in the organization view
Currently, the address field in the organization view (page of an individual organization) is show as a single field (full address). The only way to edit address detail fields is in list view, which is a major hassle in my opinion. Two possible solutions: * Add the ability to add address detail views in the organization…
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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).
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Planned: Global Search 🔎 💫
Prototype. Final version may look different. We are improving the way our Search feature works and looks, to give you a smoother and more thorough experience: * Search look-and-feel will be improved * See recently modified, viewed and added items * Differentiating between similar search names will become a lot easier with…
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Update to Adding Contacts is now more time consuming and requires several more clicks - not happy
Using Pipedrive everyday to add contacts to companies, I have noticed a recent update that is frustratingly inefficient and in my opinion unnecessary. Before the update, I would just click on the"+" button to add a person which would bring up some person fields for me to fill out.. perfect. Now when I go to do the same, a…
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Why do my Insights "Goals" graphics look wonky? The 1. picture is great but in the 2. picture everyt
Here everything looks great! The goal is at the upper part of the display. Here everything is pressed to the lower end of the graphic.
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🎥 Pipedrive users wanted for promotional video (and get Pipedrive swag!)
Hey everyone! I'm a content producer here at Pipedrive and I'm looking to talk to Pipedrive users for a promotional video. I'm looking for: * users in Germany or Brazil 🇩🇪 🇧🇷 * who have switched over from another CRM platform (mainly HubSpot or Salesforce) * to talk about why they switched, features that they really…
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🎥 Pipedrive-Nutzer für Werbevideo gesucht (und Pipedrive-Merch gibt es auch!)
Hallo zusammen! Ich bin Content Producer hier bei Pipedrive und suche Kunden für ein Werbevideo, speziell Kunden aus dem deutschsprachigen Markt, die entweder von HubSpot oder Salesforce gewechselt haben. Wenn Ihr interessiert seid, folgt bitte diesem Link zum Beitrag, den ich bereits im Pipedrive Community Research…
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New: Community notifications and Product updates in Sales Assistant 📝
What? We've made your life easier and now you can keep track of what's going on here in Community without leaving Pipedrive, including product updates: they will show up as notifications in your Sales Assistant (SA). For whom? All plans, all users with the new Sales Assistant Beta enabled. How does it work? * Community…
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Please fix. I need to reply to the email I'm CC'd.
Please fix. I need to reply to the email I'm CC'd. I'm CC'd on the email. But I can't hit the reply button. Of course I want to reply within the CRM. * Reply to Email <--- PLEASE FIX. NOTE: Why can't I upload an image to the forum? I'm trying to upload a screenshot, it requires a video type or pdf type, ugg. So I made a…
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1-click edit for Notes/Activities etc.
Hi Pipedrive team, In order to edit an Activity, you have to click in the top right-hand corner > find the Modify button > then type. Can we have sth like * double-clicking an Activity/note... edits it * maybe a keyboard shortcut like "e" in Confluence that lets you Edit a document * Or at least a quick Edit button I…
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Please fix: phone pop-up
Hi, When phoning straight from PD: I'm on the Organisation card, I click on the phone number > call from my phone > a very handy pop-up appears. When I'm done, I I click "mark as done" and then "save", PD navigates away from the current Org page - thereby denying me the possiblity to add a follow-up activity. Poor UX.…
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Beta testers needed for Sales Documents sharing and storing improvements
Easily share templates with your team in Pipedrive UPDATE: Thanks for all the interest in testing this feature! I am no longer monitoring this thread, so if you have feedback or would like to be included in testing please email my team at salesdocs@pipedrive.com 🙂 ___ Hi everyone, We've been making some big improvements to…
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Now live: Email Sender Name Editing in Sales Inbox 📮
⚠️ Update: this is already live, learn all about it here. ⚠️ ______________________________ Currently when sending emails from Pipedrive, users cannot edit the name that appears in the "From” field. We hear you and know this has been causing you frustration, so we're working to change it! Instead of sending an email as:…
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New: Edit your Email Sender name 📮
What can a user do? Good news! You can now change the name seen by recipients when sending emails from Pipedrive. For example, your job title, your full name, nickname, etc. Note that this feature isn’t available on Microsoft services, as unfortunately Microsoft servers don’t allow to edit the sender name. You can use this…
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Hotkey Video or List
Is there a Video or atleast a List of all the Hotkeys that a set by default in Pipedrive? Can they be changed somewhere?
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Make hovercards customisable & clickable
(the ones shown here: Deal, Org, Person hovercards) https://support.pipedrive.com/hc/en-us/articles/360000106249-Detail-View#C1 For instance it'd really help me if I could have a person's Job Title in their hovercards. It'd be nice too if clicking their email address took you straight to the email editor.
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Planned: visibility groups for Leads in all plans 👁️
Visibility groups in Essential and Advanced Visibility groups in Professional and Enterprise In our continuous effort to keep Pipedrive as instinctive as possible, we are working on one of the most requested features: giving Leads visibility settings, just like Deals have. Currently Leads are visible to all users in your…
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Realtime pop-up of New Deals since UI change
Hi, please could you help? Before the recent UI change, when our receptionist entered a new deal, it would pop up on our screens as soon as she clicked Save. Since the UI change however, this doesn't happen and we have to refresh several times before it appears. Is there any way of having the original functionality please?…
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Add a "are you sure you want to close this pop-up?" question before the Phone from Pipedrive pop-up
Hi Pipedrive team, When I start a call from pipedrive to my phone, PD pops up a very handy pop-up to take notes. However: 1 - it doesn't always detect that the call is over... 2 - when you click X, it just disappears... taking your precious notes along with itself. Can you please add an "are you sure you want to close this…
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Beta testers wanted for Revamped Workflow Automations (Advanced plan and higher)
Sneak peek below (wait for it…) : ) Hi! I’m inviting you to be part of a beta program, so that you have early access to the new Workflow Automation version. ➡️ ➡️ Want to know more? Want to enrol? Go here. ⬅️ ⬅️ (please don't comment in this post, it won't enrol you) Thanks!
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New: Note Scanner for Android mobile app live this week! ✍️ 📲
Pipedrive Note Scanner for Android What? For those who like to take notes with pen and paper, Note Scanner allows you to transcribe your handwritten notes or print documents into Pipedrive! How? * Click the Notes Scanner button in any Note view in the mobile app. * Take a picture of your writing/printed text. * Notes…