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…
We want to be able to see what documents are outstanding for signature. It seems like a hassle because if one of our employees sends out an agreement, there's no way for another employee to know which agreements are outstanding unless they click into each employee that has a deal. There should be a singular location where…
Our team would like to obtain URLs of the Campaigns/Newsletters that we send.
We recently redesigned our pipelines according to specific criteria. It would be useful for the team to be able to refer to a description/instructions for pipeline stages (as an easy reminder).
During my daily work I often need to quickly filter through the Pipeline (Company name, contact person, etc.) but the only real way to do that is by creating a new filter. The "Search Pipedrive" is useful not but great because it's a global search, while what I'd need is a "local" filter: if I'm in Pipeline I want to…
Hi folks, I would definitely like Pipedrive to make a web version available of every sent campaign so I can share a URL to that specific campaign once the campaign is sent. Please upvote this idea if you agree.
Edit: I'm referring to the pop-ups regarding webinars, feedback, surveys, etc. (not to the "activity" pop-ups which are actually very helpful). I'm trying to work. Do you people not understand that?! I don't need to see daily pop-ups about things that don't matter. Why is there no way to opt-out of these? Also, these…
Hi - I'm setting up a bunch of automations to create specific new activities once a user completes an activity. (example - once you send a LinkedIn invitation, the next step of sending an InMail 2 days later is auto created, general stuff like that). The problem is that PD automatically pops up a new blank activity as soon…
I realized that Workflow Automations cannot access Date Range fields. They are just not visible when selecting the fields to update, e.g., on a deal. This is really annoying, because it means I cannot set the license period for our auto-generated license-renewal deals and have to rely on everyone to remember to do this…
As an Admin, I need to be able to see all Automations that are built, and be able to sort and look at all the Automations in one place. I recently had another Admin reassign ownership of two Automations, and had to go digging to find them! There should be an "Everyone" option here: I see this closely related to this Idea:…
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