Hi guys, As we have a number of templates, it would be great to be able to either show a full page of templates (rather than just 8) and be able to search the templates. Should be relatively easy to implement I would imagine. 😎
My client runs a business where each customer usually consists of two parts: sales person and technical staff. Let's say my client has a deal with a company 'Acme' which has two contacts: * sales person Alice: alice@wonder.land, who is linked to the Acme deal. * technical staff Bob: bob@wonder.land, who is added as a…
We want to be able to see what documents are outstanding for signature. It seems like a hassle because if one of our employees sends out an agreement, there's no way for another employee to know which agreements are outstanding unless they click into each employee that has a deal. There should be a singular location where…
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!)
Our team would like to obtain URLs of the Campaigns/Newsletters that we send.
We recently redesigned our pipelines according to specific criteria. It would be useful for the team to be able to refer to a description/instructions for pipeline stages (as an easy reminder).
During my daily work I often need to quickly filter through the Pipeline (Company name, contact person, etc.) but the only real way to do that is by creating a new filter. The "Search Pipedrive" is useful not but great because it's a global search, while what I'd need is a "local" filter: if I'm in Pipeline I want to…
Hi folks, I would definitely like Pipedrive to make a web version available of every sent campaign so I can share a URL to that specific campaign once the campaign is sent. Please upvote this idea if you agree.
I wish we could delete multiple private filters at a time
Edit: I'm referring to the pop-ups regarding webinars, feedback, surveys, etc. (not to the "activity" pop-ups which are actually very helpful). I'm trying to work. Do you people not understand that?! I don't need to see daily pop-ups about things that don't matter. Why is there no way to opt-out of these? Also, these…
It looks like you're new here. Sign in or register to get started.