Almost every time I show someone Insights reporting, they ask the question, "Can this be sent to my inbox weekly/monthly?" Folks are used to having this feature in other systems, like PowerBI. It would be great if we could automate the sending of a snapshot of the Insight report/dashboard, or a link to the…
We have a need to archive deals so that they are still accessible but do not want to win or lose them because we have Insights and Goals set up that would skew the data.
When marking an activity as complete Pipedrive cancels any related calendar invite, this then sends a meeting cancelation to all contacts from the meeting, creating confusion and sending unnecessary meeting cancelation notifications to clients. Please can you disable this feature, so calendar invites are not cancelled when…
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…
It will be very useful and interesting if Pipedrive builds a lead scoring system where a lead is assigned a score based on some factors such as Customer engagement: Which involves engagement with email campaigns sent to the customer, if they opened their emails, if they register or subscribe to the campaigns and so on.…
Allowing users to input fields on the front-end which get passed through to Pipedrive deal fields is great. However, defining “hidden fields” on the back end which we can populate with data would increase the value of Web Forms massively and would make it a no-brainer subscription for us. For example, if we have a web form…
We pass address information to several partners and all of them use abbreviated state fields. Example: FL instead of FL, GA instead of Georgia. Could we please add the state abbreviation to the address fields? This is available as "short name" with Google Maps, it should be an extremely easy fix to add to the results.…
It would be great to keep a consistent signature whether I'm emailing folks via Gmail or via Pipedrive. Immediately since setting up Pipedrive, I copied / pasted my Gmail signature into my PD Signature; unfortunately, after emailing several external contacts via PD I learned that my signature became "boxed" (see below),…
I would be useful to be able to either edit the double opt-in message or get the link for adding it to normal email. In my case the text (in Finnish) sounds funny and is not suitable for getting the confirmation. Just by editing few words it would be suitable. Currently it does not support the function.
Hello, Our sales team uses Pipedrive and has found it useful so when they suggested for our implementation team to use it, we have started testing out the projects page and also trying to create reports/insights for our team. I have contacted support about this and they have suggested that I submit feedback here about this…
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