-
New: Insights internal sharing for all plans! 📈 🤝
Internal sharing is available to all users in all plans. For whom? All users, in all plans. How does it work? You create a dashboard in Insights, share it with Alex, now Alex sees the same dashboard in their Insights view. * All roles can share; * While sharing a dashboard, all reports within it are shared too; * Other…
-
New: Caller one-click button (gradual rollout) 📞 ☎️
What? The new Caller button saves you clicks and time: just one click to make a call. For whom? Professional and Enterprise plan (gradual rollout until end of April). How can I use it? * Start from Detail view or List view. * Initiate a call by clicking the phone number or the 📞 icon: the call starts immediately via your…
-
March's New Apps Spotlight!
Check out 5 new apps featured in this month's App Spotlight. * LabelCall - Highlight your brand with a personalized approach and make your clients feel welcome. Provide an individual experience for your customers. * LinkPort - Import LinkedIn contacts to Pipedrive in a click. Save hours from manually copy-pasting contacts.…
-
New: Visibility groups for Leads in all plans 👁️ 👁️ (gradual roll-out until end of March)
Why? To provide more data security for leads, users can now define who can see each lead by using visibility groups. For whom? All users in all plans who have Leads Inbox. How does it work? What can I do? Default visibility settings for Leads will be: * Essential + Advanced: Entire Company * Professional + Enterprise:…
-
New: Community notifications and Product updates in Sales Assistant 📝
What? We've made your life easier and now you can keep track of what's going on here in Community without leaving Pipedrive, including product updates: they will show up as notifications in your Sales Assistant (SA). For whom? All plans, all users with the new Sales Assistant Beta enabled. How does it work? * Community…
-
🎥In Case You Missed It - Here's March's Update!
https://pipedrive.hubs.vidyard.com/watch/UaGW7SCcy1h8S3v1gpgFwC?In case you missed it - Pipedrive now has email sync connecting to your Leads in your Leads Inbox with more email functionality coming to Leads very soon. 🔎 Want more details? Read all about it in our blog article: * 🇬🇧 In English * 🇩🇪 Auf Deutsch * 🇪🇸. En…
-
New: turn off Activity pop-ups for Workflow Automations 🙅
Why? Currently Workflow Automations and auto-generated follow-up activity pop-ups are duplicating functionalities: they serve the same function of automating follow-up activities. How does it work? Disable the follow-up activity pop-up when there is an active Workflow Automation that creates an activity. For whom?…
-
🎥👀Pipedrive Academy Highlight: New Web Visitors Add-On demo is live!
https://pipedrive.hubs.vidyard.com/watch/bEVTJYKShYzTBrdubgqChE?In this video you'll learn how to use the Web Visitors add-on to create custom segments of engaged web visitors so you can cater your outreach and make a lasting impression. 🧠 To see more how-to videos like this and even get video demos of upcoming feature…
-
Now live: Sales Documents to get unbranded Sending and Signing 🧹
🚀 Update: Good news, this is now live! See more here. 🚀 What? Remove Pipedrive branding when sharing documents and requesting e-signatures. For whom? Professional and Enterprise plan. How will it work? * Sales Documents' public links hide the Pipedrive logo and the ‘Try it free’ button. * Pipedrive logo is removed from…
-
New: Link Emails to Leads 🔗 📩
What is it? * Email linking to Leads in Email Inbox * Smart BCC for Leads * Auto-linking email for Leads For whom? All plans. What can I do? * View your previous emails exchanged with a Lead * Link your existing emails to your existing Leads * Automatically link email messages to Leads (also works with Smart Email BCC)…