Would You like to send WhatsApp messages, documents, quotes etc. directly from within Pipedrive?
I can add up to 100 labels for a deal but there are only 10 colors available. Can the color pallet be expanded?
I would like to be able to create a report to track a deal that moves between different pipelines. To measure among deals passed through a pipeline, how many went to the next pipeline, how long a deal stays in a given pipeline...
Hello, Pipedrive community. The LEAD module of Pipedrive does not have a system to create "stages" (with a growing success % percentage like in the stages of a pipeline) to monitor LEADS advancement (like the stages of a Pipeline). In other words, all LEADS are considered in the same cluster without differentiation. If at…
Having moved from Mailchimp to Pipedrive campaigns, I am really missing the feature that allows you to send a short message or instructions with test emails. Many campaigns I create need to go to various individuals across my organisation and it is tedious to send a test email, and then a regular email saying I have sent…
It would be great to have multiple labes for contacts and organizations. I know that I work around is custom fields, but they are not as visual as labels. A good example for labels in organizations would be: Company A: Label 1 buy procuct "semilla", Label 2 Interested in product "tierra" No potencial IN product "zamilla"…
Hi Pipedrivers, 👋 We´ve just recently started using Campaigns by Pipedrive and everything is great now, however I feel that by the end of the month, we will be drowning in templates (we want to keep all of them for motivation in the future). I feel like it might really help if we could label our campaigns or put them in…
I'm working with the CRM system and I want to automate the process of creating Documents from a template when a Deal is created. Currently the function only works for e-mail! Why not also the deal-related Document?
We recently had an issue with agents taking other agents leads and to our surprise, THERE IS NO CHANGE LOG FOR LEADS! There is no record what-so-ever. This is a HUGE vulnerability in the system and should be corrected immediately. PS. I'm aware that you can configure Pipedrive to prevent users from changing the owner of…
I'm working on integrating with a marketing automation system. In the marketing automation platforrm, there's a boolean field called "Marketing Suspended" which, when true/yes/checked, means that the person stops getting all marketing. I wanted to put a custom field on the person record in Pipedrive, but my only option is…
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