There are some fields we use to work out attribution. For instance, name of the campaign referring a customer, name of the source, etc. These details don't matter much to the sales team, but without the option to hide them from the Details view, it is one more annoying thing to look at (think really long numbers when you…
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…
I have a small outside sales team. They are all iPhone users. We recently launched Pipedrive to 3 of the 8 members. I expected that Pipedrive would prompt us to log an activity for both in and outbound calls. I see now that w/ iPhone Pipedrive doesn't do so for inbound calls and the outbound must be started from the…
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
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
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