When adding a new person record, it shows different types for email and phone: Can we please get a setting that let's us change the default type for these options to Home instead of Work? Or, let us change the options order?
Is there a plan to give the user the flexibility to view emails in non-conversation view. The way PD sorts emails is almost unusable when you have multiple responses. There needs to be a way to view emails independently, sort easily by date, key words etc.
Hello, it would be great to have a few additional fields for inserting in email templates. For the start: * The ID of the Deal - could be for example used in the subject line of an e-mail; * The URL (link) to the deal - so it can be inserted as a link. There are already a lot more (than in Email templates) fields available…
Hi, Your email client has a particular way of sorting messages in the inbox. When you have replied to something, it then places that reply at the top of the inbox. This may be confusing for others, it certainly is for me. It would be useful if the sorting was user controllable. For example, when I reply to an email in my…
It would be great if multiple documents could be sent via one email from Smart Docs. This functionality exists in tools like Docusign but cannot be accessed by that integration.
Please add an optional permission to non-admin user groups to enable them to edit shared email templates. We are working with many templates throughout the team and only the admin users can change them. The other users can only edit the templates they own. Unfortunately, there is no option in the user groups permissions to…
I love the invite guests feature, but it would be great to add the ability of who is mandatory and who is optional as guests - I know this can be updated in external calendars, but in the activity itself would be ideal
I do the majority of my work/task management using Pipedrive's activity list view, which is very helpful. A huge pain-point is that I have no way to bulk add or bulk edit activities to my leads & deals from the activity list view. Given that the bulk edit feature on the deals list page is specific to "activities," it blows…
I was super excited to see the new Campaigns feature in Pipedrive. Functionality looks great, ability to build workflows etc is a massive win. Have started the progress of migrating from a third party email platform to realise that there is no way to automatically update a Person's Marketing Status to Subscribed (either…
Currently the Prospector tool does not fully integrate into Contacts. This is a massive oversight considering all the external prospecting tools (surfe/cognism/appolo) already do. We need PipeDrive Prospector to fully integrate to allow us to: Add new contacts into Pipedrive contacts and sync all their data. Fully sync…
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