We think it would be very beneficial to be able to export more data from Email-type Insight reports (Report > Activity > Emails performance). Our Users want to be able to see and export fields like Linked Deal, Linked Organization, and Recipient. More options would be welcome!
Hi everyone, I wanted to know if there was a way I could hide financial info (i.e deal value etc) without restricting too many permissions for my other team members. I'd like to keep the value numbers just for upper management, but would still like to allow users to edit other deal information. Is there a tool I can use or…
It would be great if there was a table of activities and their associated points. In EdTech B2B sales (and probably other areas) not all activities are created equal. Visiting a pricing webpage or attending a webinar is more important than commenting or linking a company post. The activity graphs will visually be skewed…
On an organisation page, under 'people' on the left hand side, could I suggest the feature of displaying a contacts Job Title next to their name so that you do not have to click on 'view all' each time? For us this is something that we really require. Thanks
Hi I think a simalar question has been posted about having the ablitiy to create custom entities, we have companys which is great, but these companys are connected to IPs/brands/Campaigns and in out industry these change alot (advertising) having the ability to track a brand / IP and have it linked to an organization…
I’d like to propose a feature for more granular control over deal visibility in Pipedrive. The idea is to allow users (or teams) who are not the deal owners to see that a deal exists and is associated with a specific organization, but without access to sensitive fields such as deal value, linked contacts, or custom fields…
Hi. Do you need to be able to drag-and-drop your deals, to sort them in your own order? At moment deals are shown in chronological order according to activity date overdue/due/scheduled. But I need to be able to sort them according to which ones I find most important to work on. Anyone else recognize this?
Hi, I want to be able to insert field into a hyperlink of an email. It doesn't seem I can use the dropdown, can I use shortcodes? e.g see attached - I want to pull out the Email address in a hyperlink. I would expect the shortcode to look something like this: [email] or {email} and it would include the persons email. Is…
Hi there. I think it would be great if it were possible to merge products. It is possible to merge deals, contacts, organizations etc. but not products. Please let me know if this can be made possible. Thanks
Organizations often have multiple domains and email addresses and the Organization object should be able to track them all (not with custom fields, but in the website field). HubSpot supports this with one main URL and affiliated ones.
It looks like you're new here. Sign in or register to get started.