In the same way that a Deal can be exported... …...we would like an Export option on a Project. To .xlsx would be okay, but preferably to a well formatted PDF, so we can store it on the file in SharePoint: Thanks!
I’ve found a bug in the pipedrive website app when used on an iPad. I can’t find any way to report it to the developers. Does anyone know how to do this? In case it’s done via this forum, the bug is: When creating a deal, you enter the name of the person and select “add this contact” in the pop-up as normal. You then add…
This is something that Pipedrive is really missing out on as Campaigns grows. I migrated from Mailchimp to Pipedrive Campaigns so everything was in one system. I'd really like Campaigns to have settings for UTM tags so I can track any links clicked inside the email. Currently I have to append every single link in my email…
We are currently facing the situation that we would like to send out customer satisfaction surveys to our clients with a certain delay to ask how things are going and to get their feedback of the sales process. Using campaigns or web forms within does not match our requirements. As we are using the Microsoft suite we…
Is there a way to allow users to see an entire month at one time? While I appreciate the desire to focus tasks and activities on a weekly basis, not providing users the capability to see further out on our calendars keeps us limited on planning and flow. Thanks!
Our team wants to see who marked a task as done in a project, and the date and time that was done. They want to see the 'audit trail' / changelog inside each task in a Project (aka Plan, in Pipedrive Projects terminology). On each of the projects we want to manage using Pipedrive Projects, we have 5 people collaborating.…
I'm summarising here a long discussion with customer success. If pipedrive automatically saved the notes I am taking on-the-fly I could trust it a lot better with my crucial business contacts. I am a heavy user of Notes in pipedrive mobile and desktop to memorize information I hear during activities such as a meeting a…
It would be very useful to have the ability to freeze rows and columns in the Pipedrive contact list just like in your average spreadsheet software like, Google Sheets or Excel. It would make it way easier to navigate the contact list when much data is visible.
Currently, when creating Goal reporting in Insights, we are unable to split up the data by multiple individuals, which seems like a simple & standard report type. I propose that we gain the ability to include multiple individuals in our Goal's reporting, distinct from the "Team" assignee option in that the X-Axis would…
Why are emails not automatically considered activities like phone calls are? When I run filters based on last activity none of my recent emails count as activities. However, my phone calls are. Therefore, I have to go through the extra step of creating an email activity and marking it as done after I send an email.
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