Hello, Pipedrivers! I am requesting the ability to attach PDFs to campaign emails. (Short and sweet request.) Thank you, keep up the excellent work. ✨
According to the Knowledge Base article on Visibility Groups, Admin Users can still view and edit any item with this visibility restriction, as they have editing powers over everything in Pipedrive. But what if admin users have some deals they follow, and they do want to see these deals only in the pipeline? * I know I can…
Deals have a single owner, but sometimes others contribute to deals - these users are always followers of the deal. Would be very useful for Deals where the current user is a Follower to appear in the Pipeline view (potential flagged as Followed vs Owner deal).
Rotting is a feature that has so much potential. But so hard to use. Right now the only thing I can do with it is create a report of all deals that are rotting. I would love the ability to set up workflow based on when a deal starts to rot. As simple as: If the deal is starting to rot, then send a Slack message to the deal…
Currently Pipedrive sets quarters in sync with the calendar year ONLY and we can circumvent that by adding custom dates to everything, but the ability to set your fiscal year in Pipedrive and have your quarters be reflected would be a huge feature upgrade!
It's weird that I haven't read this as a feature request anywhere. I hear it really often from international companies: Custom fields should be translatable. Many companies have employees with different native languages. Pipedrive itself can be used in many languages, but I can't translate my own fields (and the values in…
I really struggle to differentiate between the different icons in the main left hand nav. Ironically, you've aria-label'd them all up, so users using screenreaders can more easily identify them, which is good at least! I'd love an option to just show these labels so I can quickly identify where is which. I'm happy it being…
Several of the pre-canned Lead Sources are not applicable to my business and equally I am unable to add a couple of new Lead Sources. I'd like to see the ability for this filed in Pipedrive to be customizable.
When a product is added to a deal currently there is no way to create an activity or do any automation. When products are added this can be a critical step and needs to allow automation of the workflow to happen. For example Product XX is added we need to create an activity for an employee. Product YY is added then an…
Hi I would like to have the option to make my notes available to certain teams or users on Pipedrive.
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