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Two Essential Pipedrive Automations to Boost Your Sales Workflow
We love those two straightforward yet impactful automations in Pipedrive that have significantly improved our team's efficiency. Automated High-Priority Activity Creation for New Deals Whenever a new deal is added, an activity is automatically created and assigned to the deal owner. This ensures that no new lead goes…
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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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Leads need to be Bulk Editable!
Simply put— we need to be able to bulk edit Leads and make changes to Lead/Deal fields!
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"REASON LOST" Notes for "Lost Deals"
Hello fellow Salespeople... so, whenever we lose a deal and click that big red LOST button, a little comment box pops up and asks us for a comment. I use this little box to describe why I lost the deal (price was too high, customer went with a competitor, etc) BUT - WHERE DOES THAT COMMENT GO? When we go back and look…
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Archive pipeline - missing functionality
I know many people use pipedrive for the multiple pipeline support. However, the inability to archive old pipelines no longer in use is a big missing piece of functionality for us. There are many times in which a pipeline is no longer needed, but you don't want to lose the deal history by deleting the entire pipeline. This…
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Deals Shouldn’t Rot When a Follow-Up Is Scheduled
Hey everyone, I’ve noticed that deals still enter the “rotting” status even when there’s an activity scheduled — for example, if I give a client a week to think and set a follow-up accordingly, the deal still gets marked as rotten. This doesn’t reflect the true status, since I am actively managing it. I think deals with…
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KanBan / Pipeline Visibility of Deals with Lost Status - on the Deals object screen
Hello. With the way we are utilizing Deals, it is important to retain visibility of 'Lost' Status deals indefinitely, within the parameters of selected date range(s). I am able to establish this with the 'List' view option, though unable thus far to customize for such on the KanBan or Pipeline screen - which is by far our…
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Bulk Transfer of Deal Ownership
Hello - Is it possible (or can you please make it possible :-) to do a bulk transfer of deal ownership? For example, I am taking over a sales territory. The current owner of those deals is moving into another role/territory. He has several deals and I would prefer to transfer them all at once to me if possible. Thanks!
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Filter or Activity types in History
It would be nice if the History section had a filter so that we could filter and show specific types of activities. Or, it would be nice if we could add our own tab, like Calls next to Note and Email.
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Does Re-Opening a deal to adapt loss reason, then closing it again change the win rate
Hi everybody, we have an automation running, sending reminder emails 4 days after an offer has been sent out, then marking deals as lost after another delay period. For lost deals with highest value we have conducted a call campaign uncovering real loss reasons. Now my question: if I re-open a lost deal (marked lost by…
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Remove the word 'deal' from Deal title
When I create a deal each time, the word 'deal' appears in the deal title field. This has some logic, but it's just unnecessary information in the deals pipeline view, and I should be able to change it. Thank you and please take a look at this issue.
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Add 3-4 deals/leads to one activity
HI I would like to add 3-4 deals/leads to one activity. I aske Ai and received the answer that it´s possible, but I can´t make it, not my colleagues either. It is in this stage I would like to add a couple of deals. Thank you in advance.