Hi, It would be good to see a total duration of completed activities easily on each deal page. In order for me to track the amount of effort that is spent on an individual deal I have to currently pull all activities out in a .csv and total up in Excel. We are keen to be able to see how much time is being spent on deals…
Like Salesforce and HubSpot, we would like Pipedrive to have a feature for creating custom objects. Are there any plans to implement this?
My leads need to be separated in different sublists. I should be able arrange those sublists with filters and labels. What I need is: _ sublists (examples : leads with a specific role, partners, etc) _ easily accessible - a one click access - (on the right side of the screen for instance) _ That I can filter (filters are…
Simply put— we need to be able to bulk edit Leads and make changes to Lead/Deal fields!
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…
It would be helpful to have the option to view national holidays (such as UK bank holidays) within the pipedrive calendar, to avoid unintentionally scheduling activities to be due on those date.
Following a chat with the support team it appears not yet possible to have Signature and Initials Fields in templates for SmartDocs. Please add this feature ! 🙏 A template is made to gain time. Adding signature and initials fields each time I convert a template into a doc seems so unnatural… 😫 Many thanks
It would be wonderful to be able to have conditional logic available to apply to fields (including custom fields). For us we have a field named "ROLE". It would be nice to have fields show/ hide based on the selected "ROLE" option. Currently groups do not resolve this issue as Leads and Deals share certain fields which…
When building forecast graphs in Insights tab, it looks like we can only use Deal Value or Weighted Value. While I care about these, my specific role is assessed on ACV which I can track at the deal level but can't create an "ACV by Qtr" bar graph. Frustrating. 😪
The Web Visitors tool needs to have a way to export the results to make it useful for analyzing the data. PipeDrive adding some analytics to the tool would be good in addition. However exporting and being able to analyze to our (anyones) specific needs would be the priority.
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