This topic has been in discussions over the years and I am interested if there are future plans for enabling emails to automatically link with all Deal participants? As of now, if you are sending an email from your provider (Gmail for example) to anyone but the main contact of a deal, the message will not be linked to that…
I love the playbook, the different chat pathways that are possible to create, etc. BUT… The chat notifications leave a lot to be desired. There's a thread that is 4 years old and everybody is asking the same… better new live chat notifications so that sales teams don't miss them. Our sales team already has to juggle 100…
I want to manage all the files and images in the Campaign Media without going into a new campaign and finding a file. It would be wonderful to have direct access to the media library to upload, restructure, delete and move files. Many files are used only once as they may be product-specific, and others are used frequently,…
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…
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?
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.
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