We need to be able to quickly sort to done Activities on the Activities tab. It is very common that we open the Activity tab, select a User from the dropdown, and then want to see their Done activities. It is burdensome to have to create a filter of done activities for each User! (and that filter doesn't seem to show…
Regular reports have the option to choose the number of columns you wish to display. However, Goals report is not like that. It does not allow to select the number columns (it still allows to select colours as in other reports). I need this to fit all columns in a single graph rather than cycling through pages.
There is currently no way to forward or reply to an email that a colleague has sent a client. Within our business we collaborate and work on deals as a team. Currently within PipeDrive we have our share permissions company wide allowing all team members to view all contacts, organisations and deals. We can view all emails…
I'd love to use the Revenue Forecast report to do what-if analysis in Pipedrive, but this is not possible with the current filtering capabilities. For example, the default filter criteria on this report includes all Won and Open deals in the current forecast period. I'd like to be able to add filter criteria to only…
Hello! Active user of Campaigns and am looking to increase functionality and our marketing capabilities using standard functionality that other options have available. My issue is that Campaigns is severely lacking when it comes to compatibility with Workflow Automations, specifically when looking at branching automations…
It would be great to add files in the Leads Feature. We tend to find leads from data mining and link the PDF files to the project for proper tracking. Currently we can only do this in the Deals feature, which is forcing us to have "leads" in both areas.
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.
Notifications for live chat are quite frustrating - desktop notifications only last as long as all other notifications so easy to miss if away from your desk. Would be good to get an email notification to all people who are signed up for Live Chat when someone is waiting. Also to have the tab bar to change with a message…
My company operates separate Sales and Support teams. A typical scenario is that Sales will win a new enquiry from a new customer, and send the details over to Support to create a new deal, organisation and person. Currently the Support user is assigned as the owner of all these records by default, having to then change…
I am missing extended possibilities to control the campaigns via API. The most important point for me would be to create a template via API and start the campaign. Use case: I publish blog posts on my homepage. I can retrieve these via a feed. Whenever a new article appears, I would like to send it to a fixed mailing list…
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