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Adding Sub-Categories to the Detail Section of a Deal Page
Would like to suggest to add a feature in which you can add sub-categories or visible dividers to the detail section (high lighted in yellow) on the deals page. For us specifically we would like to divide the detail section by individual departments to help organize all our fields & for ppl to be able to find the data they…
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Reporting missing all our features - the reason we bought pipedrive in thte first place.
I am a bit frustrated here and as a long time user of PD, I would like a call with a product manager of Pipedrive if possible. The existing Reporting Dashboard has now been removed entirely, and 'insights' is in its place. In my previous thread we were promised by several product managers that all the features of the…
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In the mobile app when adding photos such as to a deal would it be more convenient to be able to cho
In the mobile app when adding photos such as to a deal would it be more convenient to be able to choose multiple photos from your camera roll?
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Activity Icon Text descriptions
It appears that these icons changed and removed the text descriptions recently. For what it's worth I thought it was better with the text descriptions.
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New Activity view Mode
Hey everyone, what do you guys think about the new Activity View Mode in PD? Is anyone experiencing problems with it?
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Undo function in changelog
Occasionally a deal will get updated via Zapier in error, usually due to user error. For example, say we submit an order form in another app and the user enters the wrong deal ID to match the data to Pipedrive. It overwrites the correct data. When it involves the deal contact, it can cause contacts to get mixed up and the…
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Survey: What matters most in contact details of your leads?
We would like to help you to get the contact details of your leads easily. We have a few questions we’d really want to ask you to help us understand what matters most to our customers. Could you help us out? ✅ It shouldn’t take more than 3 minutes of your time. If you can spare the time, please add your input in this…
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Goals - usability testing invitation 🎯
⚠️ Update: we've filled all the vacant spots for this round of beta-testing. Thank you everyone for your quick response and availability! Hit the "Join Channel" button on this channel for access to more beta-testing and research announcements. ⚠️ **************************** Hi everyone! We are currently working on adding…
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how to change military time
please help me change military time
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New: Hovercards in the New Navigation! 🧭
Available to all users in all plans who are already using the New Navigation: * Hover over a Deal/ Person/ Organisation/ Owner and see details and take actions, without leaving your List or Detail view. * In case you want to change the stage of a deal, get contact information, or know the owner of a deal, all that can be…
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Community October roundup 🙌🏻
Over the last few weeks, the Sales Community was filled with awesome conversations between sales people and users. Check out the links below to see a handpicked selection of some of the most interesting discussions and join in the conversation. Sales related discussions 💰 * Tips for the best cold calling cadence * Where do…
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Toggle to working week in calendar view
Hi all! I hope you are well. I was wondering if there was a way to show only the working week (i.e. mon-fri) in the calendar view? This would give better visibility on different events happening during the week knowing I very very rarely have work activities planned during week-ends. Thanks!
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Planned: New Navigation - Contextual View in Activity Lists 📆
Stay focused on your targets, and power through your activities! While working with your activities, bring extra information from Deals, Persons or Organisations, review history and take actions, all without leaving your activity list. On top of that, when done with one activity, go to the next one right away with the…
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Merged: Deleting/hiding default fields
This discussion has been merged.
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Hi i have a problem
jak zmienić pasek nawigacji ?
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Now available in our new navigation: User-experience improvements on the Calendar and Activities!
Go ahead and play around with our improvements on the Calendar and Activity view available on our new navigation What are the improvements? * Quickly access activity information on the calendar * Quickly access linked deal, linked person and linked organization information on the Activity view Why are we doing this? * From…
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Organization Address Fields
Hi -- I'm a little confused about how Pipedrive maps from the "Complete Address" field to the "Discrete Address Fields" (e.g. Street, City, State, Zip). My immediate need is that I'm mapping addresses from Pipedrive to Pandadoc and SaasOptics, and it appears that for many organizations, even if they have a "Complete…
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New Navigation will become available to all users this month 🧭
What changes with the New Nav? Watch the video below or check out our Knowledge Base tutorial and blog article. https://pipedrive.hubs.vidyard.com/watch/zXHDCmGGLrV7tfr8BLAGGE Once you have access, you can use the in-app dedicated link to send us feedback. We want to hear what you think about it! Happy navigating in a…
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Test out user-experience improvements on the Calendar and Activities!
Edit: This is live for all users and new signups now! We invite you to test out improvements on the Calendar and Activity view. Please fill in your account name and registered email address on this form -> https://forms.gle/Qw1kpS67YQx8KuTM8 What are the improvements? * Quickly access activity information on the calendar *…
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Help us pick a name for a new Leads section in Pipedrive! ✅
We will release a new Leads “umbrella section” that will consist of different lead generation features and would love some input from you, our users. Will you help us out? It shouldn’t take more than 4 minutes of your time. If you can spare the time, please add your input in this survey. The answers are anonymous,…
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Open a new tab when clicking on a linked deal in email view
Hi ! Presently when looking at an email in the Inbox, if you click on the linked deal, it replaces the view of the email by the deal view you clicked on. It would be better if clicking would open the related deal in a different tab so I don't lose the email view. It is important to be able to check the related deal keeping…
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See your Deal Detail without leaving the Deal List
Maybe even navigation between different deals according to the deal list you have selected. If this is something interesting to you, let us know, and you can be part of testing our proof of concept that allows you to do all that and a bit more!
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unlink an email from a deal and link it to another one improvement needed
Hi, When unlinking an email inside a deal, we should have an automatic pop up to link it to another deal. Instead, presently, the email disappears from the deal as expected but if you want it to be linked to another deal, you have to look for it back into the Inbox or the archive in Pipedrive mail... Not very practical.…
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Monta käyttäjää samalla sähköpostilla
Tervehdys kaikille! Olemme uusia pipedrive käyttäjiä ja ongelmaksi on muodostunut se, että samalla sähköpostilla on useita käyttäjiä. Millä tavalla olette järjestäneet tämän? Haluaisimme yhdestä sähköpostista, johon ohjautuu useasta eri lokaatiosta tarjouspyyntöjä, pitää sellaisenaan ja ohjata täältä pipen avulla…
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Customize User Interface (Remove 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.
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Does anyone know how can I turn off the animation when I mark a deal won?
Does anyone know how can I turn off the animation when I mark a deal won?
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show deal name and person name when adding deals to activities
In the activity view, when having a specific activity open, or past activity open (call activity, let's say), you can add which deal it belongs to. But when you open the deal, if you call the deal name the same for everyone, because you know it's the same type of deal but associated with different people, all deals show up…
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User Experience and View/Context Switching!
Have you ever felt this urge of grouping two pages inside Pipedrive in one view? like OMG how helpful it would be to see the Deal Details without leaving my pipeline! Or it would be amazing to keep an activity view open and take it with me while writing an email! If you had such experience of feeling before, please share…