Please tell me there is an easier way to email all the participants on a Deal? In my line of work, there is RARELY a time that I am only emailing one person. So I'm constantly adding half dozen people to the email list. Is there a way to click one button and email all the participants on a Deal?
One of the biggest challenges for any organisation using a CRM is getting team members to leave adequate notes on deals and activities. While some people do this naturally, for others where writing isn't a strong point it can be quite difficult. For example, we have a couple of dyslexic team members who can communicate in…
I have spoken with Pipedrive support and this doesn't exist/isn't possible, but placing it here as a feature request. The use case is: * We use Label field for our Organisations, to categorise the type of organisation eg. Lender, Customer, Consultant. We also have plenty of custom fields. Certain custom fields may relate…
Seems like you can only have one person on a lead. Would be nice to be able to have multiple contacts, as we keep opportunities in Lead status until we have a shot at it (at which point we convert to a deal). But, up until that point, we may discover multiple organization contacts (and organizations!)
SITUATION: We manufacture products for the commercial construction industry. We have a team of architectural managers who work with architects and designers (A&Ds) to help get our products specified in projects. And we have a separate team of sales reps who sell our products to the installers/subcontractors who manage the…
This is something that Pipedrive is really missing out on as Campaigns grows. I migrated from Mailchimp to Pipedrive Campaigns so everything was in one system. I'd really like Campaigns to have settings for UTM tags so I can track any links clicked inside the email. Currently I have to append every single link in my email…
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…
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 :)
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