Hi Pipedrive, we do a lot of scheduling from our central office. We need to be able to see multiple users' calendars at once but PipeDrive only allows selecting one user at a time. Google Calendar and Outlook both allow for multiple users in a single view. Can PipeDrive do the same? Thanks!
We would love to be able to trigger a workflow automation with a signed Smart Doc. Signed document (trigger) ➡ workflow steps Examples of tasks we'd queue up for the team once we have a signed contract: * Notify rest of team * Notify accounting for invoice creation * Setup onboarding call * etc
Hi, I'm using MS Oulook on MAC and Windows, using a pipedrive add-ins for outlook to right click on a email to create automatically a contact or deal in pipedrive would save me a lot of time Vincent
Everyone needs to have a personal and a work calendar, especially if we want a proper balance AND the ability to make things like client selection for our calendars just WORK. Pipedrive needs to build in a feature that allows for a multiple calendar sync per user. This would help eliminate double bookings for calendar…
Hello community and Pipedrive! I suggest adding a colorization feature to activities in calender view. For example possibility to give a color for activity A, another color for vactivity B, a third colr for activity type A, a fourth for acitvity type B, etc. Thanks for reading! Regards Carsten
Hello community and Pipedrive! My suggestion is to add different view options to calender view like in other calenders. Currently we do only have a Monday to Sunday view. Problem with this feature is that you cannot see the title of your activities without clicking it. How about adding a few more choices like Day (shows…
It'd be great if people could choose either or, instead of it defaulting to just one of them
It would be great if leads could be created based on incoming emails. Example: Any email sent to firstname.lastname@example.org create a lead in the inbox. We often get emails from our website and other forms that generate emails to a sales inbox.
I'm currently using Calendly to send out meeting invitations. In Calendly I'm able to pre-define the Name and Email of the person I'm inviting, so they don't need to spend time on this. I wanted to switch to use the Pipedrive Scheduler for sending invites, however as I understand it, either the invitee or I have to manully…
I love to make filters in Pipedrive. Sometimes I forget where a filter is made or used for. I would be great if you could make an internal note in a filter where you can leave information about the filter.
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