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Looking for feedback to AI report generation in Insights
Hello everybody! 👋 We are currently in the middle of process of rolling out AI report generation feature to our customer base. If you have tried out the feature, I would love to hear your feedback on it- what was good, what wasn't, what do you expect it to do differently. Thanks 💪
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New: Updated Archiving for Leads and Deals
Managing deals and leads efficiently is key to staying focused and closing more sales, and now you can archive deals, ensuring you keep a clean workspace for the opportunities that matter. The option to archive leads has also been updated so that behavior is consistent for both leads and deals. Highlights: Archive paused…
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New: Automations notifications to help with troubleshooting
What: Automation owners, and in some cases the account owner, will now receive email notifications for three main error events in the Automation feature, ensuring they stay informed and can take proactive action to troubleshoot automations. Why: A common reason that automations fail in Pipedrive, is that some steps are…
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We have improved the Calendar sync setup experience!
Calendar sync helps you get full visibility of your meetings in Pipedrive, use the meeting scheduler seamlessly, and avoid manual logging of sales events. To enhance this experience, we've redesigned the Calendar sync settings page with a more intuitive layout and inline guidance. You can now also see your sync status…
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Add OR Filtering Logic to Insights
I'd love to use the Revenue Forecast report to do what-if analysis in Pipedrive, but this is not possible with the current filtering capabilities. For example, the default filter criteria on this report includes all Won and Open deals in the current forecast period. I'd like to be able to add filter criteria to only…
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Can't add leads anywhere. Anyone else having this issue?
I suddenly no longer see the Add Leads button on the Leads screen and I no longer see the Add Deals button (with the drop-down to add leads) when I am in a person or organization screen. The buttons are just gone. Right now, I can't add new leads. The only way I can add a new deal is to go to the Deals screen and click the…
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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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Huge price increase - over £100
I’ve just received an email stating that my annual subscription is increasing by over £100 (£334.80 → £444.60), even with a "5% Price Migration discount," which I assume is only temporary. This feels like an excessive rise, especially since I haven’t noticed any major updates or improvements. Any worthwhile features tend…
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Hei, Kaikki, Everybody. Best Practices for Managing Inherited Customers in Pipedrive?
Our team inherited a set of customers stored in Pipedrive. Do you have any good ideas on how our team could best manage them? One idea we had is to mark all current customers (who are in different stages, such as lead, contacted, call, etc.) as 'gray' in Pipedrive. We do not know if this is even possible. Then, when…
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How do I restore a single deleted task?
How do I restore a single deleted task? Frances
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Manage Item Followers
Hi, everyone! I'm wondering how to set it up so that when someone is no longer the owner of an item, they automatically stop following it and no longer receive change notifications. Since they’re no longer the owner, it doesn’t make sense for them to keep receiving updates.
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Change Log and History For Leads is a Must Have
We recently had an issue with agents taking other agents leads and to our surprise, THERE IS NO CHANGE LOG FOR LEADS! There is no record what-so-ever. This is a HUGE vulnerability in the system and should be corrected immediately. PS. I'm aware that you can configure Pipedrive to prevent users from changing the owner of…
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ACV info in dashboards/insights
My team is looking to report on ACV, this is a key metric for us as a SaaS business. This is possible in deals, unfortunately the ACV is not available in insights (charts) making it impossible to visualize progress. Please make this available asap.
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mass editing labels or custom fields with multiple options
If you create a custom field called tags, and add options - you have a pretty decent tagging system. More or less the same as the "Labels" option which has the possibility to add multiple labels per contact (as of last year). The problem with both approaches is that you can not do any mass edits. If you do a find and want…