Hello As Product billing dates are important for correct forecasting through Insights, it's a hazzle that you're not able to add a billing date to your product from the first view, when you add a new deal. Could we make this possible?
Lanzo idea que nos resultaría útil a la hora de trabajar. Últimamente generamos mucho historial de actividades, que se nos acoplan con el registro de campañas enviadas, aperturas, clics, etc, dentro de las organizaciones, y nos gustaría que en el Histórico se pudiera filtrar por "Tipo" de actividad para poder consultar el…
my company has to calculate the quote with more than 1 formula. Now is it not possible to calculate with a number that was already calculated earlier. This means no formula can be done on a number what comes out of a formula. This is easy stuff what Excel does have. Can you create this?
This discussion was created from comments split from: New: Grouping of Fields 🗂️ .
A specific organization system for filters will be very helpful. Our team uses many different filters to view and manage our pipelines and deals. Being able to sort the list of filters, or move filters up and down the list view would be ideal. Filter folders for further organization could be good too. The existing favorite…
We dearly want to ditch Zendesk and use Sales Inbox, but then realised it's not really a shared inbox experience because: Labels are not shared between users - if I label an email for DESIGN, the design team does not see that label in their inbox using the same email address. If I archive/delete an email in Sales Inbox, it…
It would be great to keep a consistent signature whether I'm emailing folks via Gmail or via Pipedrive. Immediately since setting up Pipedrive, I copied / pasted my Gmail signature into my PD Signature; unfortunately, after emailing several external contacts via PD I learned that my signature became "boxed" (see below),…
Further to Pedro M.'s suggestion, requesting business card scanning is added to the iOS app, just as it is currently available for Android per Introducing Pipedrive’s Business Card Scanner for Android | Pipedrive
Hi, It would be good to see a total duration of completed activities easily on each deal page. In order for me to track the amount of effort that is spent on an individual deal I have to currently pull all activities out in a .csv and total up in Excel. We are keen to be able to see how much time is being spent on deals…
In the current setup, there is room for one person and one organization as the "default" connection on a project. In a similar vein, there is only the option (in any field) to link ONE person or organization per field. I'd like to see a feature that allows us to select multiple people or organizations under one field. This…
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