Best Of
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Re: Request for Including the note content field in the insights report section
Agree! Please add notes to reporting. We keep a ton of research information in the notes section and want to be able to run a report when reviewing with sales team. Extremely frustrating that this is…1 -
Re: Can we build an activity report showing email, teams calls and meetings
that's way too much work. Should be a check box in an activity report.1 -
Re: Note Reporting
Has there been an update on this thread? I was trying to run a report on Notes and doesn't look like this is something you can do at the moment. May need another way of tracking this.1 -
Re: Note Reporting
I agree with all the above - by being able to export notes for a date range, say weekly, it provides an ewxcellent template for sharing amongst the team at meetings to review what happened on a leads…1 -
Re: Note Reporting
Having the ability to report or extract the last note for each deal or lead would certainly be a good addition and one that we would be using on a regular basis. Whats the likleyhood of this feature …1 -
Re: Note Reporting
Yes, let's add this feature.1 -
Re: More rights for Admins
All options mentioned here would be a big improvement for larger teams in Pipedrive. Many larger teams who are migrating from CRMs such as Salesforce expect these items to able to be easily mandated …1 -
Re: Make field editing consistent across contact and leads lists
I support this idea. I would like the same behavior in the projects list as well. The contact list behavior displayed above is convenient and it would help me to have the same behavior in my list of …1 -
Re: Left sidebar with Organization, Person, and Deals tabs; and General Menu.
I completely agree. Not being able to manage the sidebar visibility/ordering for all users is a serious omission.1 -
Two price tables with recurring fees in one and the one-time fees in another.
Hello, Pipedrive Community! I’m trying to create a Google Docs template through Pipedrive's Smart Docs that can automatically create two Pricing tables based on specific products from Pipedrive field…1
