I'd like to see the ability to mark an appointment as something other than completed. * No Show * Canceled * Rescheduled * Showed Thank you
How can I set up an automation like in the title? Is there any workaround? So in a Deal there has been no Activity created for some time and I want to be reminded to check on a Customer. Would be also amazing if there was a trigger like that: "no activity in the last xx months/weeks/days (also no emails connected to the…
As admin are their other admins who have sales teams as Users in PD frustrated by the fact you can not change passwords for users/rep or log in as them without having to email your rep to ask them their login credentials? We like to be able to train them remotely using the reps log in credentials and hand control back and…
I would like to have the values presented in the Deal Created section to only show Day-Month-Year and not have the minutes & hours shown. That is of zero value to me when running a report and, when exporting to Excel, it makes it more difficult to sort by that value. The Last Activity and Last Stage Change represent the…
It doesn't look like we can drag & drop steps in automation workflow. Is that something that is being considered for future enhancements?
If we can bulk smart data search the customers or organizations it would be more efficient for existing customers. We have plans to use Mapsly and this feature could help extensively. Also, for those who transfer data from other CRMs to Pipedrive and to add the address and other details which the old CRM did not have, this…
It would be great to be able to set up a workflow automation that is triggered by a lead being converted to a deal, rather than just any deal being created. I know there's a workaround where you can fill in a custom field on the lead first, and then check if the custom field is filled as a condition when the deal is…
It is ABSURD to me that Pipedrive hasn't AT LEAST allowed for the separate zip field to show up in the sidebar of the detail view of an organization. The field is available in the organization list but they can't add it as another field option in the sidebar? That's ridiculous. This is the MINIMUM viable solution Pipedrive…
Spoke with a very helpful representative earlier, regarding a potential struggle our company is facing. Currently, posting to a deal will auto populate on the corresponding organization. However, due to coding and how the items are linked; it isn't possible to post a generic update/note to the organization and it auto…
Hello, a lot of our clients have multiple contact information (multiple phone numbers or emails) and distinguish them with 'work,home,mobile,other' is not enough for us. Is there a way to annotate phone number or email? Or do you plan it in your roadmap? Thank you. Maros
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