It would be very useful to be able to link emails to organizations. Anyone else agree? Why can we only link emails to deals and people?
This discussion was created from comments split from: Using Labels vs a Field .
Currently the Prospector tool does not fully integrate into Contacts. This is a massive oversight considering all the external prospecting tools (surfe/cognism/appolo) already do. We need PipeDrive Prospector to fully integrate to allow us to: Add new contacts into Pipedrive contacts and sync all their data. Fully sync…
Hi guys, As we have a number of templates, it would be great to be able to either show a full page of templates (rather than just 8) and be able to search the templates. Should be relatively easy to implement I would imagine. 😎
My client runs a business where each customer usually consists of two parts: sales person and technical staff. Let's say my client has a deal with a company 'Acme' which has two contacts: * sales person Alice: alice@wonder.land, who is linked to the Acme deal. * technical staff Bob: bob@wonder.land, who is added as a…
We want to be able to see what documents are outstanding for signature. It seems like a hassle because if one of our employees sends out an agreement, there's no way for another employee to know which agreements are outstanding unless they click into each employee that has a deal. There should be a singular location where…
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!)
Please could we have a native Xero connection like you have with Quickbooks. This would make things much simpler for using Xero.
Our team would like to obtain URLs of the Campaigns/Newsletters that we send.
We recently redesigned our pipelines according to specific criteria. It would be useful for the team to be able to refer to a description/instructions for pipeline stages (as an easy reminder).
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