Our Users would like the ability to "reset" a web form's statistics with the click of a button. We don't want to have to create a new web form and update links every time we want to do this. This would allow for: Clearing out test data when building a form Using the same form (like a website contact form) from year to year…
It's great that I can assign a goal to a specific team. But this only really makes sense if I can do it at a hierarchical level. After all, team goals are listed side by side and together they make up the company goals. In Pipedrive, I have to create a separate goal for each team AND (which is my actual problem) I have to…
Linking emails to projects or deals individually is annoying and a waste of time, especially if there's a clear pattern. I.e. search inbox by sender or email subject > clicking 20 times on every email = tedious. Doing the same, then selecting all, then linking them to a project / deal = saved a bunch of time. Similar to…
Make merge tags work when you send a test email so you can test the merge tags. Right now, if you select "send test email" all of the merge tags will just appear blank in the test email you receive. This seems like an oversight.
We have multiple clients where there are multiple people in that organization we have to communicate with regularly concerning a single project. By only having the ability to link one contact to the project, we are missing emails from others inputing on that project. I know that you can link multiple people to the…
Would you find it helpful to have multiple organizations tied to a contact?
Within the Deal custom fields, you have the option to make specific fields 'Required' at certain stages of a pipeline. We use this today and it's extremely helpful for us ensuring that we have the right information to be able to process an order at a certain time. 'Required' exists as a Quality Rule for Person and…
We would like to be able to restrict who is able to move deals into certain stages within pipes. Some of the later stages of our deal process involve launching our products with customers and there are only certain people within our business who are tasked with doing this and we would therefore like to restrict who is able…
Right now, the lead or deal doesn't show any activity data (notes, calls, emails) from the person's record. Deal record: Person record: Please give us the ability to see historical activity on a lead or a deal that is on the person's record, whether by a toggle setting, or by adding a section or tab to the history area.…
Zoom Phone seems to be gaining popularity, but it's not an option for us yet because it doesn't integrate with Pipedrive. Would love to see that integration available, since we're already heavy users of Zoom for video calls.
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