If there are files attached to a Person or Deal, I think it should be easy to attach that file to an email without having to "re-upload" it - which is the only way to do it at this time.
Hi All, I wanted to get some insight on how everyone is using Pipedrive scheduler currently to see if maybe there's a better process that I'm missing. I have a few teams that always revert back to Calendly for a few reasons and if anyone know's a better way, I'd love to get everyone back to pipedrive only solutions :)…
Currently, pipedrive helps with seeing when an email is opened. I would love if this feature was improved upon. Other software can tell me who opens the email and at what time. On emails with more than 1 people on it this can be a huge help. As it is now, if anyone opens the email, including myself, it is shown that…
Atualmente no relatório de Conversão é possível analisar os dados de conversão entre etapas do Funil e uma taxa de Ganho Global. Gostaria de avaliar a possibilidade de ter um relatório específico para "Evolução da Taxa de Ganho", como um gráfico de linha de tendência, com pontos conectados. Isso ajudaria eu e meu time a…
Currently, the email sync tool purely brings in all emails in a list. I use folders/labels within Gmail to sort out my life, so would be good if these translated to the email sync to make it clear what I am up to!
Wouldn't it be great to track one person who owns multiple companies in Pipedrive? Right now there is a workaround but it isn't great. It will create confusion as my company grows. Plus, it is much harder to track which person grants me the most work so I can reward that person for being so loyal. Who else would love the…
Job Title is an important field for us. I was able to add it as a custom field but there are numerous places where we need to see it including leads inbox, "people tab" of contacts, "people panel" of an organization, "participants panel" of a deal. Can we get the job title to appear in the participants panel of a deal and…
Instead of having to always drag my mouse to the middle of the screen…
Problem: Every day, I add over 100 contacts, and for each one, I need to set attributes. I usually do this through bulk operations. The problem is that contacts cannot be selected in bulk, and I have to manually click each checkbox. Proposal: Support keyboard shortcuts in tables, such as Shift + Up/Down and Shift + Click.…
Hello - Wondering if there is a way to duplicate or clone an activity so that we do not have to add the people and deal name every time.
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