It would be beneficial to have the ability to pin an Activity as you would a Note in a deal. We use the Activity to note and track the stages of an order, not the note section. It would be helpful to have this specific Activity pinned to the top of the deal for reference after the Activity is completed for easy reference.
Recently I learned that creating a recurrent activity to contact persons/organizations that you are not in touch for more than x months and you have no scheduled activity in the future, is not possible with Pipedrive. I think this is a very helpful feature that can help on keeping the data current and engage in further…
Hi all, I think i would be a massive help for me and many others if the 'wait for condition' feature lasted longer than 7 days. When dealing with customers a process may take longer than 7 days which means the wait for condition expires and they automation is useless. For example, if i have sent a document for the customer…
A view only setting for Deals, Contact or Leads for where another colleague (not necessarily a follower) can view only contact name and contact owner on a given deal. The idea is to open just enough information to brokers to collaborate without changing deal ownership or revealing a contact’s email or phone number.
For some of our customers, we are pursuing multiple Deals in multiple Pipelines. Users have told us that they would like to be able to see the pipeline that the Deal is in within the search results. We agree! This would help someone know which Deal is the correct one to open up! See below for where the pipeline name could…
It would be great if we could track what campaign it came from. But today the Pipedrive forms don't support it and it's in iframe so it cant be tracked from external systems. It's so important to know what campaigns deliver sales leads.
We notice that once a PROJECT is created, the notes created in the deal are not visible in the project. We have job coordinators and project managers that only work in projects once deals are won. Deal notes, mentions and emails should attach to projects once a project is created.
We dearly want to ditch Zendesk and use Sales Inbox, but then realised it's not really a shared inbox experience because: Labels are not shared between users - if I label an email for DESIGN, the design team does not see that label in their inbox using the same email address. If I archive/delete an email in Sales Inbox, it…
Hi It would be great to have a timeline / history tab on projects view as we already have on Leads / company / contact views where we could see all what happenned recently on a project : tasks created / completed, sent emails etc Thank you 🙂 Charles
This is self-explanatory! The field descriptions on Lead & Deal fields is a great addition to Pipedrive, but we need this for Organizations and People, too! Orgs are where we have the majority of our fields. Please roll this out!
It looks like you're new here. Sign in or register to get started.