Why is there no URL/website field type? And why is there no default website field for organizations? Am I missing something?
Will be nice to have OneDrive integration to have not only for Documents (template), but also for any files, like attachment. For Google it is possible, why not for OneDrive?
I’d like to start by saying that CRM is a collaborative tool, but Pipedrive seems to have a life of its own. When a new employee starts, it takes 4-8 hours to set up the CRM. Proposal I propose adding the ability to share configurations for: Navigation menu settings (which tools to show and in what order). Hiding…
I often want to send a group email and CC additional recipients for certain contacts (e.g. colleagues of that contact). However, there is currently no CC field in PD's group email function. Adding that feature would be helpful. A next-best option would be to allow a user to include multiple recipients in the group email…
Hello, Would it be possible to develop the possibility to merge product ? (when we want to change a bit and reorder our product merging will be helping not to loose all info) Would it be possible (very important to us) to report on product category? Thank you
The api is already very great but I feel like the comment endpoint could greatly benefits from a little bit more customization. More context, through the API, it is possible to add a comment on a note. Unfortunately, the endpoint doesn't support user_id and add_time. Most other endpoint I've used support these 2…
I have a few Pipelines, but one main pipeline that I do most of my work from. For some reason when I login to Pipedrive, it always goes to one of my more ancillary Pipelines. It would be great if I could set a "main default" pipeline that when I logged into my account that it always brought me back to the Pipeline of my…
Is there a plan to add the Line Chart functionality to Insights? The current chart types are great but we also need to display the performance data in a growth trajectory format and having a line chart would be extremely helpful. Exporting the data is a good work around, but isnt very efficient if we are trying to maintain…
The Insight module is very limited and doesn't allow to cross reference entities. For examples, I would like to have a deal performance report segmented or filtered by custom fields at the organization or the person level. This feature is available in the filter from the entity views (organization, person, deal, etc.).…
Does anyone know how to set "new leads" as a goal? I.e. 5 new tangible leads per week.
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