We really need the ability to do more advanced filters with and/or combinations (parenthetical expressions). Another option would be to include/exclude records based on the results of another filter. Example, we have a filter that pulls all "Won" deals with a deal end date (custom field) that is in the future. Works great…
Hello everyone, It would be really useful to have the ability to select multiple contacts from the Contacts > People database and add them to the Leads database in bulk. Currently, the available options are: Manually opening each contact and adding them as leads one by one. Searching for the prospect’s name directly in the…
Currently, deleting or archiving an email jumps back to the list view and makes going thru new emails a tedious process. Lots of clicks, loss of time. Hard to sell this to clients who spend their day in mail clients. To make it a better experience, deleting or archiving an email should jump to the next email and stay in…
At the moment I have a Calendly widget on my website for booking an online video meeting that allows me to ask the lead some initial questions for filtering and routing, and then if the lead is qualified, ask some more questions that are necessary for the initial discussion with a lead during this meeting. The widget is…
For future updates, I think you really should consider an option to split a deal between two owners/agents within a team/organization. As for now, we have to manage these deals in Excel, which kind of takes the fun and functionality out of using Pipedrive. We use products in order to make a prognosis and we use goals to…
Hello everyone. Our sales reps would save some time if they could see what day of the week an activity has been scheduled, as this is how they distribute incoming leads among themselves. Right now, they need to be checking a calendar every time they want to assign a lead. I tried to create an automation for this, checking…
There are only 10 label colors which is very limiting when tracking a wide variety of information about one or more clients. Please add a color picker (the dropper tool) so that custom colors can be used for labels. Thank you!
We have some custom singleoption fields that are being displayed in two totally different ways. One is being shown horizontally, and the other is a drop-down menu. This makes no sense to me. Please change this to always display as a dropdown menu, or else make it a toggle option to display it horizontally.
Hi everyone, I'm working with creating Documents from Templates. My issue is that when a Custom Field in the Template is not actually filled out in the Organisation (e.g. [Organisation Phone]) it actually prints "[Organisation Phone]" in the created document that I have to export to .pdf! Can someone fix this so it prints…
Hi there, I think a really useful add on for campaigns would be to have a double opt in webform - like there is / was in mailigen. For us this is a must since in the DACH area you can't go without it. Neither PD Webforms nor CAMPAIGNS offers a GDR compliant registration webform. Could you please prioritize this feature?
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