I need to be able to filter my many projects based on any fields that I may have available, including custom fields that I have added to projects... Because I am managing many projects it would be most helpful to create & save these filtered views! Also - as I have requested in a separate tech discussion, I need projects…
Add feature to allow us to create a relationship map for an organization
Hi, Would it be possible to add an option to the drop-down menu in a report for a multiple options custom data field so that we can select "Contains" or "Does not contain" like we have in filters? The options "is any of" or "is not any of" which are available now for reports does not allow the same functionality, since…
We try to track 1st meetings and follow-up meetings as KPIs and therefore cluster all meeting activities accordingly. However, when meetings are scheduled via Outlook they are not automatically associated/ linked to the contact nor the deal. So they are lost in the Pipedrive space. What we have to do now is to search for…
Surely quotations is an integral part of most sales processes, so I can't fathom why this functionality doesn't exist, especially when invoicing does ( and is fully integrated into Xero accounting and works perfectly) and you have to rely on third party apps. Presumably the same API that creates xero invoices can be used…
I understand that some features are only available for higher plans but especially when features which are mostly used by the management it should be possible to upgrade only a few user. It doesnt make sens to upgrade all users only to have custom fields as a filter in a report for me. That is really annoying.
I often share contacts with others in my network and much like you can share a contact via iOS text messages it would be great to send an email and be able to easily select a contact from Pipedrive and then select one or more fields you wish to insert into the email or even send as VCF attachment. It would be even better…
We are hoping to change the auto-generated invite description sent out via Teams & Zoom. It currently looks as below but I see no way to mass amend this and only to amend via each invite. Can the auto-generated invite description be changed?
To link multiple deals in to one overarching deal would be great! A deal, where multiple deals fall under and all information is in one place.
We have mandatory fields to put some discipline/rigor around qualification of deals. So when multiple (web) leads come through from various prospects about a pre-existing deal in particular, it becomes very tedious for staff to fill out the mandatory fields on each lead in order to convert them individually to deals before…
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