Best Of
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Re: Feature Suggestion - due dates relative to expected close date
I literally requested something like this just a few days ago. Our use case is to be able to reach out to a customer X number of days in advance of a custom date field. For example, a contract date/t…1 -
Re: Adding multiple Contacts/People to a Lead
Thanks for your reply @Rene H. Feedback/thoughts regarding your suggested workarounds… I have now set a pipeline up called Leads (with the stages Cold - Prospect them > Warm referred - Expecting u…1 -
Re: Ability to Refer to Specific Notes via URL
Actually, you can do this to a degree. When users have notifications turned on for mentions (e.g., @johndoe), they will receive a direct URL to the mention. If you need to send someone a direct note …1 -
Re: Horizontal scrolling: Improve visualization of multiple stages pipelines
@Rene H There is also a bug in that sometimes the stages become wider and the scroll bar does not appear and allow me to scroll to the stages that are out of view. I had sent an email to Rajat about …1 -
Re: How to Automatically Update Deal Stage Based on Lead Status (Custom Field) Change?
Hi @MBC , It doesn't work because Leads and Deals are linked to Person So Pipedrive can not make the link between the lead and the deal I suggest including either a Person Action or Trigger in your a…1 -
Re: Emails should automatically be counted as activities
Hello, after 6 weeks of using pipedrive and wanting to check on customers who have been left out. I discover Pipedrive doesn't consider mail as an activity. so for me ...this is the end and the start…3 -
Re: Emails should automatically be counted as activities
Hi, I just wanted to agree that registering emails as an activity is vital. Any update on this Pipedrive? Thanks, Dan4 -
Re: Emails should automatically be counted as activities
Hi - Has there been any update on this since 2021? In order to see what activity is taking place each week from my team, I need to be able to see how many emails are being sent out by them. Any news?…3 -
Re: Emails should automatically be counted as activities
4 year later and nothing? It's such a basic feature, that would improve the experience for most of the users.2 -
Re: Emails should automatically be counted as activities
We've been also waiting years for this and nothing is happening. You are about to loose another customer soon.2
