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Fit email body text to screen on mobile device
Currently as u can see we have to scroll text right or left to read some emails. I understand that plain text fits. But what about formatted HTML emails?
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have more than one email signature available
Hi, please build in a feature for email where I could create more than one email signature and have more than one available at any one time. By having more than one email signature, I can target people better (I have a couple of businesses). thanks
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Recurring Revenue as a Product in the deal
As many of us are with SaaS Companys it would be a usefull feature that we could add recurring revenue in the products as many deals include onetime factors or/and subscription revenue. in that case it would be possible to work with a potential costumer in the same pipelinesteps as a regular deal (which cant be done at the…
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One looses standard pd fields when collapse in Person view
When we collapse fields in the Person view one looses some of the Standard fields. This answer from pd tech support says it all! The default-fields do not have the option "Always visible on sidebar". When you collapse the "Details" box you may not see the default-fields, because you don't have this option. As a work-around…
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Could you please display the total days in pipeline instead of only the ones in the stages?
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It would be very useful for us to link multiple organizations to one deal. Is this possible?
It would be very useful for us to link multiple organizations to one deal. Is this possible?
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The Ability to Link Deals Together
Occasionally we have deals that are closely associated. It would be nice to able to link them together and potentially allow the ability to look up the other projects details.
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Checking for potential duplicates when importing lists
Especially in acquisition campaigns it happens that we use the import data feature to add new person, organization, deal, activity for hundreds of records all at once. The lists we import sometimes include organizations we are already in touch with and that we don't want to push into our acquisition process but…
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Change/edit what is displayed in the deal in Pipeline view
Hello Pipedrivers! I am hoping someone can assist me in a easy fix or work-around. When viewing my Deals in "Pipeline" view, I can see; Deal Name, Organization and Value/Amount of the case. Is there a way to change/edit what is displayed in the "Pipeline" view? I want to replace the ORGANIZATION with CONTACT PERSON. Any…
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Web forms & Automation in pipedrive
Hello, I was talking with Pipedrive support today about how to setup a certain automation in combination with web forms. In short: I have a webform, which creates inbound leads with DEAL, ORGANIZATION and PERSON. However, we work with multiple persons in the team, and I want to autodistribute those inbound requests: 1st…