Is it possible to make a filter in Deals/List to only see deels that have a payment schedule?
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…
En todos estos años hemos sentido la necesidad de contar con algunos campos personalizados para las acciones. El uso principal que queremos hacer es un campo donde nos permita marca el resultado de la acción. Por ejemplo: para la acción de "llamada". Muchas veces estas no son respondidas. Entonces se hace necesario marcar…
The highlighted box - every time we talk to a contact, this needs to be updated. Many times, it will go without being updated for years even though the person is there. Why? Because it is daunting to flip through to find todays date and it will close out on you if you go to fast. My idea for a solution: please add a Today…
It would be very useful if Pipedrive could automatically add Smart Data to contacts (rather than needing it to be done one by one. The other CRM that we are comparing against (Streak) has this feature. BTW Smart Data is great!
Pipedrive has just launced new features for visibility of custom fields within a Pipeline. However, you currently need to manually change each and everyone to update the settings. This is the same for all the settings on custom fields. Please update to allow for bulk change of custom field properties.
Hello - There is no thread I can find in the "Ideas and product feedback" section (a link would have been helpful BTW). When I search printing - I get no results and I honestly don't have time to search through all of the pages - this program is supposed to save us time right? entering "printing" into the search bar only…
Hey Pipedrive! It would be so cool if you could add a feature of attaching files to an activity. Especially an activity where we invite external e-mail addresses to the activity (i.e. a meeting that will appear in Outlook). So we have it attached as an e-mail in the sync with Outlook! Best, Ayumi
Is there any chance of unstacking the phone numbers when viewing an organisation's staff under the 'Linked people' view. It's really easy to accidentally call the wrong contact if you are using click to dial. Also, if a contact has more than 3 phone numbers, the user experience is terrible having to use the scroll wheel to…
It would be super useful if custom fields could be created at an activity level. We use activities to prompt our sales people to make calls to prospects. Being able to create a custom field against the activity to track the downstream outcome would be a huge help
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