Tired of using labels, formula fields, or third-party tools to prioritize your deals? We’ve built something better. 🎯 Scores is a powerful new feature that lets you define custom scoring rules to reflect how you evaluate opportunities — so your team can focus on what matters most. With Scores, you can: ✅ Prioritize deals…
Hi community! We’re excited to announce that our new Sequences feature is now entering beta, and we’re opening trial access for our community members. Sequences help you structure and personalize your deal follow-ups with ease; giving you full control and visibility at every step. With Sequences, you'll never worry about…
Seems like you can only have one person on a lead. Would be nice to be able to have multiple contacts, as we keep opportunities in Lead status until we have a shot at it (at which point we convert to a deal). But, up until that point, we may discover multiple organization contacts (and organizations!)
In the future, if any issue occurs, we kindly request that your support team inform us and also email the account holder. This will help us keep our customers informed on time.
Hi people, before the community desappear….(wrong desition of course) Anyone know how can we find the URL of a deal "by system" (not by hand coping it from the browser) ? I need to add that URL to an email template. Adding that URL to a field and than call the field inside the template can work, but the URL is not offered…
Is there any way of highlighting if an invoice has been paid… I'm sure there was a function previously? It would be nice to be able to view this in the deal forecast view so both finance and sales account managers can see what has been paid and what is outstanding.
Could you add the value "Biannually" (that is, every 6 months) to the list of possible values for field "Interval" of the subscription plan, please?
Pipedrive has very powerful filters, but it's unfortuante that the only way to share a set of filters is to save it. I would like the ability to share a link that will take you to a pre-configured search filter without having to save that filter in my list of filters and make it public. The problem I have is that I create…
I've been running into issues with my workflow in Pipedrive as not everything has a permalink. I often discus deals with people on the team and will want to link to a specific email or other item in the timeline of a deal, but there's no way to get a link to that object. Someone please help, I can't be the only one having…
Hi everyone, I work in the insurance industry and would appreciate your guidance on how to manage multiple policies under a single contact in Pipedrive. Example: In March 2025, I sold a client Policy 1. In April 2025, the same client purchased Policy 2. I want each policy to be tracked as a separate deal, and from the…
I mark them as won and lost but I can't find them afterwards in one place
Hi community! Our Sequences beta just got even better - we've added Templates! Sequences help you structure, automate, and personalize your deal follow-ups, ensuring no important touchpoints are missed. From templates, you can quickly create consistent and professional playbook, saving time and boosting your productivity.…
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