r/pipedrive

We shipped a batch of Leads improvements (rotting leads, archive reasons, required fields). Have you tried them yet?

Hi everyone, I work as an engineering manager at Pipedrive. My team works on smaller fixes that customers keep asking for, and I'm sharing what we've shipped recently, grouped by area. Last time it was Web Forms. Next up: Leads.

Rotting leads

Leads with no activity or updates for a while now get a red title in the Leads Inbox and a "Rotting" label on the lead detail view. The label goes away as soon as the lead gets a new activity or update.

  • Your own threshold: choose how many days without activity before a lead counts as rotting (30 days by default)
  • On/off switch: turn the indicator off if it isn't useful for your team

Both are in Settings → Company settings → Leads Inbox.

Archive reasons

Admins can now set up a list of reasons for archiving a lead, and decide whether choosing one is required.

  • Single and bulk archive: the reason picker shows up in both, and you can allow a free-text "Other" option
  • Visible later: the reason shows on the archived lead and can be edited afterwards
  • Reporting: you can filter, group and segment lead reports in Insights by archive reason

Who can archive

Permission sets have two new options, "Archive leads" and "Archive deals". Both are on by default, so nothing changes until an admin switches them off for a group. Users without the permission won't see the archive option.

Required fields on leads

You can now make lead fields required separately from deals, in Settings → Data fields → Leads. This covers lead value, person, organization, expected close date, labels and any custom field. For now, the requirement is enforced in the web app.

Lead detail view

  • Summary section: a new section at the top of the lead where you can put lead value, labels, expected close date and custom fields
  • More fields you can organise: person and organization fields, including ones like Industry and Website, can now be grouped and reordered like any other field

Bulk actions

You can now edit, archive, unarchive, or delete up to 1,000 leads at once, up from 500.

Time to convert in Insights

Lead reports in Insights can now show how long leads take to turn into deals, as a total or an average.

We'd love your feedback

  • Have you tried any of these yet? How did it go?
  • Has any of this been useful in your setup, for example replacing a spreadsheet, a custom field workaround or manual cleanup?
  • Anything confusing, or not working the way you expected?

Thanks for reading. We'll be following the comments.

reddit.com
u/EMfromPipedrive — 8 days ago

Email Sync Speed between Gmail and Pipedrive

Any knows if I delete an email in Pipedrive will it delete the email in my gmail too? I did notice that when I delete in my gmail directly, it deletes in my PD but the other way round I waited for 10 minutes and nothing. thanks for anyone that answers

reddit.com
u/its_sabby_here — 10 days ago

Pipedrive Projects timetracking

Hi
I really like Pipedrive and I wanted to migrate from ClickUp for my tasks but when I checked today I see that their „Projects” lack native time tracking for projects and tasks. Any idea why? Do you use it this way with some workaround or you recommend better solution for that?

reddit.com
u/Old-Astronomer3995 — 9 days ago

Does anyone here need manager approval before a Pipedrive deal can move stages or be marked Won?

Curious how people handle this in real Pipedrive setups.

Example: a rep wants to move a deal into Proposal / Contract / Won, but because of deal value, discount, payment terms, or some other condition, a manager or finance person needs to approve it first.

I know you can approximate parts of this with required fields and automations, but I’m specifically wondering about a proper approval flow where:

rep requests approval → right person approves/rejects → approval is recorded → deal can continue.

Is this actually a recurring problem for anyone here?

If you already solve it, what do you use?

And if there were a lightweight native Pipedrive add-on just for this, rather than a full CPQ system, would you actually install it?

reddit.com
u/martynas296 — 12 days ago