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New: Dark mode for iOS mobile app 📱 🌒
🔔 Follow What’s New? to get notified about all new product releases. 🔔 For whom? All iOS mobile app device users (phones and tablets). How does it work? The app follows the current mode of the OS. If you have dark mode enabled, then our app also enables dark mode. If you have light mode, the app will be in light mode.…
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Lead Information in Sidebars
Is this going to be added? As it would be useful to see the leads a person has as well as any deals
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Web Form custom fields values translatable
Hello! Can we have custom field values in multiple languages that we could use in a form that exists in two languages? Example: a custom field name "Activity area" would have a list of possible values and each value would have an English and French translation used in a form available in both languages. So we could have…
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Wildcards in Filter Criteria
Is there a way to use wildcards in the search criteria? For example, People First Name Contains "*ob" to return all variations of Rob, Bob, etc. If this doesn't exist currently, is it on the roadmap or can we request it as a feature?
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Planned: Invoicing to gain new abilities 🧾 🚀
Create invoices using Pipedrive Products directly See all invoices from Xero/QuickBooks in Pipedrive Check consolidated financial information on customer level Why? To give you access to insights about an organisation's purchase history and payment status, and to make it easier to track and chase outstanding invoices. For…
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Details for Multiple Pipelines
The nature of our business and use case is such that we have multiple pipelines. The detailed information that I would like to collect and reference for each is very different (even for the same contact or organization). We really need a way to have have different custom "details" populate depending on which pipeline a…
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Join our research: how information is organised in Pipedrive [CONCLUDED]
EDIT: We have concluded this research session. If you have any comments, please post in the comment section :) Hi everyone 👋 I am looking to talk to users of Pipedrive about how information is organised in Pipedrive. The topics we will touch in this research are: * How do you find different types of information? * How do…
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Why can't we search any keyword in Activity Notes?
I cannot search anything from the notes I have taken in activities. I have taken lots of notes in several meetings but after a while when I make a search for some keyword in several activities, search doesn't find any result? Why is that? Is there any way to enable it? Thank you..
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Planned: Interactive app panels 🗒 🔗
Why? To make it possible to interact with apps & integrations directly via app panels. For whom? All plans. What will I be able to do with it? Perform actions on third-party integrations without leaving Pipedrive. 🧠🔔 Learn all about App Panels from our Knowledge base here, and follow What’s Planned? to get notified about…
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New: Insights side navigation menu revamp 📊
What? It is now possible to: * Create new sections in sidenav menu for reports and dashboards * Add items to newly created sections * Rename sections * Delete sections * Bulk delete several reports at once * UI change - there is now a single button for creating Dashboard, Reports and Goals (located next to search) For…
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New deal button
Hi! I'd love to see a feature in which clicking a newly created deal in the popup button at the bottom of the screen does not automatically open a new tab, but instead opens the new deal from the same tab.
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Changing the data shown in Pipeline view
I am a Pipedrive newbie and would like to know if the data displayed for each deal in the pipeline can be changed. It looks like the default is the name of the deal and the dollar amount, but I would find it helpful to display other fields, including custom fields. Is this possible? Thanks!
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Pipeline/Stage bulk update in list view
I would suggest to restore a simple but useful feature: in list view bulk updating the pipeline/stage box always start with the first database row of available pipeline, instead it would be nice to show directly the pipeline where most deals are already. It's simply a feature in micro-operations, but if list views are used…
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New: updated Permission Sets page 🚦
What? The Permissions interface has received a number of improvements to make user management easier: * Click a permission set to find a preview sidebar panel, with the detailed permissions * Add users to a permission set directly from the sidebar * Customize individual settings inside the Regular or Manager permission…
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Usability testers wanted: Adding Products to Deals [deadline: June 25]
Hi everyone! We have been working on a solution to fix some of the issues reported about Products, more specifically when adding products to deals, and to make sure we are building the right solution, we would like to have 30 minutes of your time to test a prototype! Can we count you in? If so please pick your time slot…
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🎨 🪄Drag-and-Drop Editor: Creating a campaign doesn't need to be a drag
❓What's your favorite drag-and-drop option❓ 🗣️ Tell us and your fellow beta-testers in the comments. 💬 Pipedrive's drag-and-drop editor is an easy-to-use tool to help you create attention-grabbing designs and engaging content for your contacts. This can be used to create email campaigns, newsletters, or templates for…
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Blocked items
New to this, so sorry if the questions are stupid. I am looking for two functionalities: * Change the language of the mandatory footer (I want to have the unsubscribe-thingy in German) * Change the sender address to a generic company address and not have a user-specific one. Also: is there a way to have text just span the…
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The new Sales assistant 👎
I am not a fan of the new format for sales assistant. I used to like being able to "Click all" and view within my current window, it now created a new window which seems like a clunky step backwards in terms of keeping a clean tidy user experience. I can't be the only one who feels like this?
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Non Relevant Features
It is likely we will probably never use the Invoices and Documents feature. It would be very nice and more user friendly if we did not have to look at things that were not relevant. It would be easier to train people as well. It would be great if non relevant features could be turned off in settings.
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selecting multiple deals in list view easily
In the list view, clicking on one deal, holding shift and clicking on the last, selecting all the ones in between. Now it's extremely inconvenient to select a large amount of deals by having to click one by one.
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New: Contextual View in Activity List 🗓 🔎
For whom? All users in all plans. What can I do with it? You can now get contextual information such as the linked Deal/Person/Organization and take actions on them, without having to leave the Activity List view. You can also toggle this view ON or OFF based on your needs and workflow. When? Available to all accounts by…
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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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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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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…