Hi everyone, I'm working with creating Documents from Templates. My issue is that when a Custom Field in the Template is not actually filled out in the Organisation (e.g. [Organisation Phone]) it actually prints "[Organisation Phone]" in the created document that I have to export to .pdf! Can someone fix this so it prints…
Hey Pipedrivers, It would be really helpful if the User could search for an email using unique information from the body of the email. Currently, the email search function is fairly limited.
I initially posted this as a suggestion, but maybe I'm missing something. Is there really no way of sorting or organizing the Variation list of each Product? I have over 30 variations per product, and since they are sorted by creation date, it's really hard to find them in the "Add product to deal" screen. This is creating…
Suggest having a folder system for the email templates. For example: I have 30-40 email templates They deal with different types of scenarios in an ordered cadence I have to change the names in order to currently group by the scenario (New customer: Email 1, New Customer: Email 2, etc...) I have to scroll through a long…
I would like to suggest the feature to automate data exporting via the current automation system. Today, I have to go daily to the business tab, filter, and manually export the filtered results. I use the exported data to perform some internal analyses and cross-reference the data with other spreadsheets that I have here.…
I was a user of Salesforce for 14 years for another company prior to switching to Pipedrive. We had over 600 sales reps and each was responsible for handling their own book of business and communications, but all contacts were collectively stored and managed in one CRM (Salesforce). Our umbrella company had a marketing…
Hi All, I wanted to get some insight on how everyone is using Pipedrive scheduler currently to see if maybe there's a better process that I'm missing. I have a few teams that always revert back to Calendly for a few reasons and if anyone know's a better way, I'd love to get everyone back to pipedrive only solutions :)…
Currently, pipedrive helps with seeing when an email is opened. I would love if this feature was improved upon. Other software can tell me who opens the email and at what time. On emails with more than 1 people on it this can be a huge help. As it is now, if anyone opens the email, including myself, it is shown that…
Atualmente no relatório de Conversão é possível analisar os dados de conversão entre etapas do Funil e uma taxa de Ganho Global. Gostaria de avaliar a possibilidade de ter um relatório específico para "Evolução da Taxa de Ganho", como um gráfico de linha de tendência, com pontos conectados. Isso ajudaria eu e meu time a…
Currently, the email sync tool purely brings in all emails in a list. I use folders/labels within Gmail to sort out my life, so would be good if these translated to the email sync to make it clear what I am up to!
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