In the future, if any issue occurs, we kindly request that your support team inform us and also email the account holder. This will help us keep our customers informed on time.
It's reached a point where the reports and dashboards my sales org uses have certain nuance that benefit from tweaking the filters regularly. An optional plain text description or note to accompany each report at the header would be really useful. Many of these reports are dynamic and by modifying a filter slightly they…
Hello there, Please consider allowing multiple organizations per person. This would match the real world - it is in the distant past where it wasn't common for people to have roles with multiple organizations at once. I know there are workarounds, thinking this would be valuable as a permanent feature :)
I’ve been loving all the new upgrades on Pipedrive, but it's a bit disheartening that the mobile app hasn’t seen any substantial improvements in years. While there have been a few small upgrades, they haven’t really transformed the experience. As much as I rely on Pipedrive, I find myself waiting until I can get to a…
Hi people, before the community desappear….(wrong desition of course) Anyone know how can we find the URL of a deal "by system" (not by hand coping it from the browser) ? I need to add that URL to an email template. Adding that URL to a field and than call the field inside the template can work, but the URL is not offered…
Zoom Phone seems to be gaining popularity, but it's not an option for us yet because it doesn't integrate with Pipedrive. Would love to see that integration available, since we're already heavy users of Zoom for video calls.
Sometimes customers send new orders by using the Reply function and then they're editing the subject field. This causes that such email is being assigned to an old thread/deal and we're unable to unlink this single message from this old deal, because it's only possible to unlink a whole thread... Would be great to have an…
Can Pipedrive please develop an integration with zoom phone as a dialer option? It is the fastest growing business dialer software currently and I'm astonished that every other CRM has a native integration besides Pipedrive. If this isn't a priority for Pipedrive then we will have to start CRM shopping.
Lots of my automations are like AND stage is ="Pending" AND stage is "Draft" AND stage is "xyz" If we had the option like available in Jira we could categories stages and then I could simply do If stage_category is "pre-signature" then it would be a catch all for multiple stages. Or if pipeline stages were ordered I could…
In our experience in managing over 50 Users with Email Sync turned on, we have found that the Email Sync > General settings feature of "Automatic linking" does not work well enough, and links email chains to Deals that are unrelated to what the email is about. We provide guidance to all of our Users when they set up Email…
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