My team has been loving Front.com as they can collaborate and discuss things around an email before answering. This has allowed us to graduate jr salespeople faster. Its basically the possibility to have internal chat and email in the same UI. Take a look at how it looks in front.
When configuring a Pipedrive account for your business or someone else, you have to consider what happens if that person leaves and their configuration is under their name but it's crucial to the business to keep this within Pipedrive and in place. It would be great to have an option which can only be applied to either…
#Development + #feedback + #suggestion It would be very useful and save time being able to send one email for multiple deals.
Hey, regarding the smart docs, is there functionality for a client to choose an option in the product table? Also, is there an automation function that allows auto populating of the product section in a deal when a deal pipeline stage is progressed and the deal is tagged with a label Xero integration - end users (sales…
So mine is simple and I feel silly putting this one out there. I had been building a Template and had made an error deleting a field - first time I really needed to "undo" something. My issue is that the "undo" function buttons are in the lower left corner and are so small that I literally did not see them and there was no…
My boss is wanting me to start doing bulk email campaigns and I was wondering what app everyone preferred for this. I currently have my Gmail linked to Pipedrive, should I be using something different?
Whenever I use the PipeDrive Smart Docs feature, I export my document as a PDF. The algorithms used though create a massive 2500kb pdf file (probably because of a large image I use), then I have to go into adobe acrobat and save the new pdf again as a "Reduced Size" PDF to get the file size to a more reasonable 359kb file.…
When you have a separate pipeline for WON deals (duplicated after won) e.g. for the projects that result out of the won deals I would love to END those after everythings has been completed. So I don't want to delete those deals but END them. Is there a way or a workaround? #asking for advice # seeking help# new…
Our SaaS product is sold on a Marketplace, each trial and sold licenses is converted into a deal in Pipedrive. I'm looking for advice on how to handle the deal once it is lost (ie: the trial is not converted into a sale, a subscription is not renewed...). Do you leave the deal in the Pipeline? Did you add a special lane? I…
Is there somewhere I can see the roadmap of planned features and release dates? I've finally been added to the channel just as we're about to pull the trigger on ActiveCampaign, so it may still be too late.
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