The data we are receiving from the Web Visitors Add-on is very valuable but we are getting bombarded with data. Being able to export the data into Excel would be very handy. Thanks Greg
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We can verbally dictate notes into the Pipedrive app for Deals (really like that feature!), how come there is no option to do so on the web version?
Hi there, we would love to have a function of a "check box" for tasks, when a deal is moved to another phase. So we can set tasks that will have to be done before moving the deal in a specific phase. For example: Deal 1 -> moved from phase "sales call" to "quote" Then a check box will appear where I have to confirm tasks…
It would be great if there was the option to program/customize additional shortcuts into Pipedrive. For instance on the leads tab, you have to click the lead and then click to expand any notes within the lead. We would love to add a shortcut that will automatically expand all notes when a lead is open. Alternatively, it…
Hi, in 99% of all cases pipedrive does the right connection between incoming mails and open deals. In my weekly quality check i find up to 10 mails with a wrong connection. Unfortunately most of them are made from the inboxes of my colleagues. As sys admin i want be able to disconnect this wrong connections instead of…
You guys can't possibly get this wrong. Especially the LiveChat, hundreds of companies are out there and you guys are smart. Here are some of my recommendations on this section because it definitely needs work. * If you are confident in your LiveChat & chatbot you should not be using Intercom, don't expect people to use it…
My team uses Monday.com for project management. I'd like to sync a Pipedrive pipeline into Monday using the Pipedrive Integration but it doesn't appear that I can sync a pipeline "stage" to a "status" column in Monday. Anyone else encounter this or something similar? Thoughts on a solution?
Hi, Mostly for cleaning up the database, I would like to be able to see the number of leads against a contact or organisation - in the same way that we can see Open, Closed or Won Deals. see image
Now that we are enjoying the beta version of delayed email ( wonderful feature), it would be great if this feature could be available in the automations. For example, when I add new contacts, I send an automatic presentation email, but I would like these emails to be sent at a specific time according to the time zone of my…
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