Hi, I want to be able to insert field into a hyperlink of an email. It doesn't seem I can use the dropdown, can I use shortcodes? e.g see attached - I want to pull out the Email address in a hyperlink. I would expect the shortcode to look something like this: [email] or {email} and it would include the persons email. Is…
According to the Knowledge Base article on Visibility Groups, Admin Users can still view and edit any item with this visibility restriction, as they have editing powers over everything in Pipedrive. But what if admin users have some deals they follow, and they do want to see these deals only in the pipeline? * I know I can…
I would find it transformational to be able to add a sort of primary 'hero image' to each card so I can see at a glance what it is (I deal in collectable artworks and antiques. I image this could be useful for realtors or anyone selling products, cars etc etc too). In this day and age I actually find it weird that the use…
We notice that once a PROJECT is created, the notes created in the deal are not visible in the project. We have job coordinators and project managers that only work in projects once deals are won. Deal notes, mentions and emails should attach to projects once a project is created.
Currently, the Two-Way Calendar Sync has a big flaw: it copies over external calendar items into Pipedrive as Activities. This is NOT necessary, as we do not need all of our calendar items pushed to Pipedrive as Activities. We only need to be able to see what is in the external calendar so that we can know when to schedule…
There's currently no way to enable email tracking using the mobile app (only tested on iOS). Tracking opens and clicks is really important to us. Even if there is no option to turn it on/off from within the mobile app, it would be really useful if there was a global setting to mimick the option you selected last sent an…
Hey Pipedrivers, It would be really helpful if the User could search for an email using unique information from the body of the email. Currently, the email search function is fairly limited.
Here's me trying to apply a simple $300 discount to one of my products. Please tell me there's a proper way to do this? I can't believe this level of pain is the only way.
Seems like you can only have one person on a lead. Would be nice to be able to have multiple contacts, as we keep opportunities in Lead status until we have a shot at it (at which point we convert to a deal). But, up until that point, we may discover multiple organization contacts (and organizations!)
Bonjour, Je suis passé à la version "Avancé" de Pipedrive pour accéder à la fonction d'automatisation du flux de travail. Malheureusement, je ne parvient pas à paramétrer des actions pour gagner en temps et efficacité notamment en donnant une condition de date de déclenchement d'une action. Est-il possible de déclencher…
It looks like you're new here. Sign in or register to get started.