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Automating the simple things
Hey Pipedrivers, Here’s a dirty little secret: Everyone is saving time automating simple tasks. 🤫 Are you? 👀 Sometimes it’s the smallest automations that make the biggest impact. One of my favorite simple automations that can save a lot of manual effort and avoid potential errors is to automate the task of changing…
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Super-User Authority to Unlink Emails
We are continuing to have problems with emails getting linked to the wrong Deals, which is hugely affecting our work. I understand all of the rules of how this happens, and I am also aware of how to Unlink them. However, the big issue that we have is that only the Sender/Receiver has the authority to Unlink the emails. As…
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Keep Won Deals Visible in Pipeline Until Fully Closed (Aftercare/Long-Term Follow-Up)
Hi everyone, I’d love to see an option added that allows Won deals to remain visible in the active pipeline, even after being marked as “won.” The reason: many of my deals, although considered won from a sales perspective, still require months of aftercare, onboarding, or scheduled follow-up. These deals often stay active…
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Why can I not find a way to delete a custom activity type?
I created a bunch of custom activities and now realize I don't need half of them, I want to delete them to clean it up, why can I not do this, or can I? What am I missing?
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Bulk Editing Should be Decoupled from Group Emailing
Could the ability to send a Group Email (not Campaigns) be decoupled from the Bulk editing capability? Our internal security team recently had us turn off bulk editing, to better control our data (and since Pipedrive emails our Legal rep weekly about this "high risk" feature being turned on). Almost immediately, we heard…
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¿Alguien que sea experto en los grupos de seguridad?
Tengo una duda, dentro de mi organización hay 4 tipos; - Gerentes (visivilidad completa) - Comerciales (visibilidad solo de sus tratos y a los que los inviten a colaborar) - Operaciones (solo pueden ver los tratos ganados sin valores) - Calidad (solo pueden ver los tratos de todos, pero no las conversaciones)
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Hiding Deal value
Hi everyone, I wanted to know if there was a way I could hide financial info (i.e deal value etc) without restricting too many permissions for my other team members. I'd like to keep the value numbers just for upper management, but would still like to allow users to edit other deal information. Is there a tool I can use or…
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Feature Request: Granular Deal Visibility for Cross-Team Collaboration
I’d like to propose a feature for more granular control over deal visibility in Pipedrive. The idea is to allow users (or teams) who are not the deal owners to see that a deal exists and is associated with a specific organization, but without access to sensitive fields such as deal value, linked contacts, or custom fields…
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How to limit field edit access to a specific profile
We are transitioning from Salesforce to Pipedrive, and in the company's commercial operation, there are fields that should be available for user viewing. However, only certain specific profiles should have access to edit them. Is this possible in Pipedrive?
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Assistance regarding the visibility of my activities
I have individuals in my company responsible for scheduling appointments. I want them to be able to see my already scheduled appointments, even if they are not related to the prospect or the deal, so they know when I am available or not. However, I do not want them to have access to the information of the individuals with…
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How to change deal´s "visibility to" selection
How to change in the deal the selected "visibility to" from all users to Item owner? I don't see this selection in the already created deal? So, how to change it?
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Can i block editing on a deal after the dealmade is made?
I'm looking for a way to block the team from editing the closed opportunity after the dealmade; as a plan B I thought of maybe an automation to alert specific users if a change is made. Didnt find pre existing topics on this subject but this is my first question here (I apologize if the topic already exists)
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Show/Hide Custom Fields Based On Permission Sets
Hey everyone, I'd like to be able to show/hide certain custom fields based on the permission sets that are assigned to the user. For example, I have a "Net Profit" custom field that shows the net profit of each deal. I'd like to be able to hide fields that are sensitive like that and only show it to admins, or certain…
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Required permissions required to edit pipeline stages/titles/paramaters
Can anyone specify which specific permissions are required to allow a user to edit the pipeline? Not move a deal from one stage to the next, but actually modify the pipeline? I know the Deal Admin category allows for these types of changes, but I want to minimize the permissions granted if possible. TIA.
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Permissions that restrict who can move deals across stages
We would like to be able to restrict who is able to move deals into certain stages within pipes. Some of the later stages of our deal process involve launching our products with customers and there are only certain people within our business who are tasked with doing this and we would therefore like to restrict who is able…
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Permission for non-admin-users to edit email templates
Please add an optional permission to non-admin user groups to enable them to edit shared email templates. We are working with many templates throughout the team and only the admin users can change them. The other users can only edit the templates they own. Unfortunately, there is no option in the user groups permissions to…
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Creating Multiple API Keys with different permissions
I want to be able to create multiple API keys with different access permissions so that I can provide different keys to different external tools. E.g. one tool would access our data on a read only basis and the second on a read/write basis The current setup does not allow multiple API keys to be created and only maps the…
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Is there a bug with Calendar Sync and user settings?
We are onboarding our sales team, and I had restricted Account Settings from their user access. This makes sense, because we don't want sales users to change company settings. However, I ran into an issue when they tried to sync their calendars with their Microsoft 365 ones. They would try to sync their calendar and get an…
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Projects: manage access rights / hide project boards for users
A company use Pipedrive Projects for different purposes. Could be service, delivery and more. The idea is to hide boards for those users that are not working in that area. For example, service users will only see the Service board with projects. Delivery users will only see delivery board with projects. This functionality…
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How can I bulk change of email visibility from Private to Public?
My users email were set to private by accident, how can I change all the emails to public? The user has a couple of months of email which are not visible and going to the org or individual record oe email to change them is not tenable. Any help would be appreciated.
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Filter By "Following" & Automate By Following & Automate a tagging feature
I would like to be able to create filters to see the screens of people that are "following" deals and people. Also, being able to automate giving them access to follow at a certain point in the deal would solve some issues. Lastly, if a deal was to get to a certain point I would like to be able to tag myself in the deal…
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Better ways of using Pipedrive: User and permission settings
Learn about Pipedrive user and permission settings here If you’re interested in configuring user permissions in Pipedrive to manage their actions, you’re in the right place. Learn from our resident expert James Campbell how to set diverse permissions for user groups or individual users, and understand which actions can be…
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Automations should be editable by Global Admins
We are rolling out Pipedrive Automations to more of our teams, and noticed that Global Admins are only able to edit the Automations that they built! So they are not able to edit Automations made by other Admins or other Users. We believe they should be able to! In cases where one of the Admins or Users are OOO and…
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More Settings on Visibility Groups
A view only setting for Deals, Contact or Leads for where another colleague (not necessarily a follower) can view only contact name and contact owner on a given deal. The idea is to open just enough information to brokers to collaborate without changing deal ownership or revealing a contact’s email or phone number.
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Sandbox, Production parity
We are trying to use the sandbox to prove out potential configuration changes we would make in our production instance of pipedrive. Is there a way we can make the sandbox have the same featureset as our production instance? For example, we can setup visibility groups in the sandbox. Thanks for your help.
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Private Notes, only visible to the author.
The Birthday field post by Melissa Lautenbach got me thinking about this. I record a lot of personal details about my clients on my phone, rather than in pipedrive due to GDPR issues. Things such as family life, home area, married, kids, school, sport interests etc. It allows for a richer conversation when we are chatting.…
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Make the sandbox have the same featureset as our production instance
We are trying to use the sandbox to prove out potential configuration changes we would make in our production instance of pipedrive. Is there a way we can make the sandbox have the same featureset as our production instance? For example, we can setup visibility groups in the sandbox. Thanks for your help.
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Activate visability for notes
Hi I would like to have the option to make my notes available to certain teams or users on Pipedrive.
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Permission Sets to move Deals across stages
It would be great to have a feature that will limit the users who can move the Deals from one stage to another. Alternatively, a system to get a manager's approval before promoting a Deal to the next stage. I believe this would be helpful to make sure users are not falsely/mistakenly updating Deal Stages. This would also…
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Please make Admin able to make their activities only seen by other Admin or hidden
Other users could make comments, notes, additions or suggest date changes, but not delete or edit the activity, notes or content you have within them.