I'd love to be able to duplicate email templates. Often I have a number of templates which are very similar but worded a bit differently for different purposes / lead types etc. Currently I have to copy and paste the whole thing into a new one... to be able to quickly duplicate a template would be amazing.
Please can you set up the ability to export reports (i.e. Global Dashboard) according to a schedule to the rest of your team. Triple Whale does a good job of this. You choose the report, schedule/time, and recipients. You can then choose format. At the moment, I have to download the report as a pdf and send to the team…
This would save us a lot of time because we have 30+ products we sell where we use a very similar welcome template that would be better if we could customise it with product fields.
I can create custom tags/labels, but I can only use one label for each item. I'd like to be able to use multiple tags/labels on a single record.
Hi Pipedrive team! Can you please make it possible to add Participants on Leads, not just on Deals? Our team wants them on Leads as often our first conversation with an inbound lead is a conversation with the referrer (the company's external accountant/CPA) and not the eventual client (the company owner/director). This…
Is there any way to flag a primary email address? Exports can have multiple email addresses per person which blows up the import of many programs. We either need the ability to choose the main email per person or the ability to export multiple rows per person for import into email programs.
A few years/months ago, I added several products to my Pipedrive account. These products have been linked to numerous past deals. However, these products are no longer in use at my company, and I would prefer not to see them when adding new products to current deals. If I delete these products, the past deals will retain…
Is there a way to have more than one label per contact?
I'm working on integrating with a marketing automation system. In the marketing automation platforrm, there's a boolean field called "Marketing Suspended" which, when true/yes/checked, means that the person stops getting all marketing. I wanted to put a custom field on the person record in Pipedrive, but my only option is…
i would like to have a feature where i could add attachments to an e-mail directly from pipedrive deal log. Our work flow has been built up like that, one person is making an offer and uploading a PDF into pipedrive and the second one is sending it to the client. And asking client feedback, i would also like to add a PDF…
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