Insights Dashboard: quick filters now available for all users 📊
You can now filter your entire dashboard by different time periods and/or users (including teams). Changes will be applied across all reports in a chosen dashboard. How does it work? * Live for everyone, in all plans * Applied changes are saved to the dashboard * User can remove the quick filter and then reports get to its…
Required fields update 🚀
Since this week you'll be able to set wether certain fields are required when marking a deal as won or lost. This update will help make sure all necessary information is there when closing deals. Read more about required fields here.
New Navigation will become available to all users this month 🧭
What changes with the New Nav? Watch the video below or check out our Knowledge Base tutorial and blog article. https://pipedrive.hubs.vidyard.com/watch/zXHDCmGGLrV7tfr8BLAGGE Once you have access, you can use the in-app dedicated link to send us feedback. We want to hear what you think about it! Happy navigating in a…
Insights improvement: columns can now be added and removed
You can now add/remove columns within the Insights table under any chart (column, bar, pie, scorecard) or directly in the table view (all changes will be reflected in the table under the chart as well). How do you do that? * Click the cogwheel icon like in a list view * Tick/untick the boxes to add/remove your desired…
Leads Inbox Improvements: Filters live for all users!
We have released basic filters support to all customers using Leads Inbox. You can now: * use 5 pre-defined filters (Leads added more than 3 months ago, Lead with a linked contact, Leads with email, Lead with phone number, Leads with value) * add filters as favorites * filter by users and teams in "owners" More to come,…