Best Of
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Is there a way to export all the activities/notes/emails of a deal?
We'd like to create complete dossiers per deal after completing one, saving it outside of PD. * All fields * What & when activities were done * What notes have been made * E-mail traffic * etc...…2 -
Re: Can I remove the Pipedrive logo from the Scheduler meeting requests? Am on Professional Plan.
Hey @David Lorbiecke_3 , this is too bad because the ad for Pipedrive is not discreet; The name is in big letters at the top, and the sentence invites them to use Pipedrive at the bottom. All your gr…1 -
Re: How to create a reporting based on the progress of a phone call campaign ?
Is it an option to create a customfield and populate these with the specific industry? You can then filter it by that field1 -
Re: Zoom Phone integration?
Hello Mike: Please encourage your development team to make the integration of Zoomphone a top priority. I have been working in the telephony now VoIP industry for 30+ years and I can positively confi…1 -
Re: Feature Request: Ability to exclude Calendar items marked as Private
Sooooo obvious a feature! And a great solution to a problem that makes the two-way sync not useful for anyone in our organisation.1 -
Re: Hidden Fields in Web Forms to Capture Pre-defined Data
I worked around this limitation using the "Lead Title Prefix" under Submit Options. I put in the name of the specific form or source (e.g. Facebook) using naming like "WebForm: Faceboo…2 -
Re: Deal page Slidebar section limited width space
Agreed @Craig Beaumont , again have no idea why they would remove this option if was already coded into the software. Hope they do fix this issue. Kinda sucks.1 -
Re: Folders for managing and building email templates
I agree with all the above this section needs better management and editing capabilities.1 -
Re: Pennylane to Pipedrive
Hello @Mathieu Thiebault , On est train de bosser sur une intégration native. Elle sera disponible sur l'appmarket de Pennylane et sur celle de Pipedrive. @Lucas MAGNE @Sylvain_5984 -
Deal page Slidebar section limited width space
In the former version of Pipedrive I was able to increase or decrease the width of the slidebar section. Now fields like the phone number, email and my other custom fields "crunch" up the d…2
