I find it easier to send clients the Calendly link to book a call. It would be great if I could open this pop up, click on 'Send Calendly Meeting Link' and it then automatically posts it into the Email box (saves me copy and pasting it each time) Making a template dedicated to this is a workaround, but this solution makes…
My client runs a business where each customer usually consists of two parts: sales person and technical staff. Let's say my client has a deal with a company 'Acme' which has two contacts: * sales person Alice: alice@wonder.land, who is linked to the Acme deal. * technical staff Bob: bob@wonder.land, who is added as a…
I have a number of graphs on my dashboard with the same 2 product types visible. On some graphs the colours of the products differ to the others. For example, product 1 is orange and product 2 is blue. But further down, product 1 is blue and product 2 is orange. I would like to have the ability to make changes to these…
For a variety of reasons emails seem to not get linked to deals (one example: salesman had already emailed the customer before creating the deal). Feature suggestion: Have the ability from the deal page to "search for emails" (Ideally search through all of the deal owner's emails or at least search through his emails to…
I know this has been recommended before. It would be really useful to be able to email the main contact and deal the participants with 1 click and with automation work flows. The deal participants are there because they need to be kept in touch with the deal. It's a sales necessity. Thanks
Greetings, I have a problem with drag-and-drop file upload, and I'm wondering anybody have the same problem. When I tried drag-and drop file upload, sometimes it doesn't work as expected—the browser opens the PDF file in a new tab instead of uploading this file to a Pipedrive deal. * Steps to reproduce:* Under Windows 10,…
Hi, I have set up an email sequence with workflow automation, in which an email is sent whenever a deal is created at a certain stage. If the deal is still at this specific stage, I have set a delay function of 2 days. After 2 days a follow-up email will be sent. This process works perfectly fine. However, the 2nd email is…
Hi guys, i think it would be a great setting or feature in Pipedrive eSignature, that all the fields that are placed in a document, could be fixed. So when you open up a certain template, the signing field would be always on the correct position and you dont have to manually position it again yourself. Here is a small…
Hey folks, I have 2 laptops, a desktop PC, an ipad and a phone I use daily for business. This 3 concurrent login constraint prompt is really annoying! Any chance we can increase this? With MFA enabled you've got to be pretty sure its me and not someone else I'm sharing an account with.
We have a regular newsletter mailout that we send via Campaigns. In this newsletter, we have various links that recipients can click on. Some of the links will take them to our website so they can download materials. When they do this I would like Pipedrive to automatically create a deal, so this can be followed up with by…
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