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It's not too late! You have put 'Leads' on the nav-bar where 'Deals' has always been. That means I'm going to need to spend months retraining my muscle memory for no great reason. I've been using Pipedrive for years now. I live on the Deals page. Whenever I am somewhere else in the system and complete that task, I go back…
I am surprised. The "My Dashboard" is really my personal dashboard? And a sales director can not setup a dashboards for the sales guys in order to have a consistent overview for everybody? They have to recreate all reports in order to be able to click to see the details? The work one person is doing has to be done by…
Hi everyone! We're very happy with Pipedrive, but... After we've synced our mailbox with Pipedrive, the Files section of the deal is flooded with the attachments of all emails. We are using the "upload a file" option in a deal's page to upload the contract or the sales order. Unfortunately, now, it's impossible to find…
Love the new leads feature, although it would be great if the webform could feed leads rather than deals. This would make this feature a lot more useful. The Webform only being able to feed deals has been a problem for us as not all webforms entries require a deal, they only need a lead or even a contact to be added to the…
I would like to suggest a feature in the web forms functionality. Which currently I need and is preventing me from using the pipedrive web forms functionality. My feature suggestion is that when the person filling out the forms clicks on the complete/send buttom they are sent to another url instead of seeing just a message…
I imported products from Quickbooks into Pipedrive Products so they match. But when I create an invoice in Pipedrive it doesn't match Products. It list as all the same products. Anyone have luck with this without paying $15 month for SyncQ? Anyone using Automate.io? @Ashutosh Cheulkar would Automate.io be able to solve…
In the activity view, when having a specific activity open, or past activity open (call activity, let's say), you can add which deal it belongs to. But when you open the deal, if you call the deal name the same for everyone, because you know it's the same type of deal but associated with different people, all deals show up…
Hello, Why Pipe Drive dont integrate instagram leads automaticly? When i make an advertising on instagram or facebook i need that lead in a new deal on a random user.
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