Pipedrive CRM user for Sales Tracking but New to the Community. I'm familiar w Gantt charts, not Kanban. Is there an easy and inexpensive workaround...Make)? If not, I will try hard to like it and avoid the temptation to use Notion for free. Thanks in advance for yr comments.
Currently when we attempt to bulk import, Pipedrive gives the option to Merge or Create a duplicate entry if the person already exists in the system. I would like the option to simply SKIP importing the person if they already exist. Pretty please? Thank you!
Is it not possible to bulk add an existing value to a multi value field? Seems odd that wouldn't be possible.
Our company mainly deals with providing individual solutions that consist of various products, sometimes we have 100 different items in one document. For a customer it is a macabre! Would it be possible to add an option to create product/product subgroups with their components? Below a quick mockup:
Email templates are cool. Creating a new template is easy. Moving a new template to the top of the template list lets me apply more quickly to the type of work I'm focused on at the time. Seems to me like that would be a common scenario. Saving new templates to the top of the list by default so that one doesn't have to…
Hi, could you fix the UI for single option field when you have three options. I'm using Chrome on Mac.
To be able to easily track if/when an automation runs (among other uses), it would be good to be able to set a date field (custom date field in my case) to the <current date> via/during the execution of an automation.
What is happening: folks set up their Email Sync (without our help, so that we aren't able to make sure their settings are correct) and select settings to Automatically link emails to Deals and People and to Share their emails (instead of Private). This fills our system with emails that have nothing to do with Sales or…
As I understand it from this post, the Kanban columns are auto-sorted by activity. But that creates a problem for me that ultimately wastes my time and energy. Too often, I'm waiting for events to happen over a few days - as a result, it's impossible to remember 'last activity' - and I spend an inordinate amount of time…
Could we get the ability to add an image(s) in a field which can show up in the pipeline and list view as well as an option? This image could be a small image as a thumbnail and be linked to an image in the file area of that project.
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