Some metrics that would hugely improve the campaign analysis process. (MailChimp all of these, bar device tracking + heat maps) Forwarded emails Inbox replies Click map Heat map Device tracking Email benchmarking Content optimiser The ability to view a link in the campaign, and the list of contacts who viewed said link…
I email our finance person on a regular basis and don't want those emails to be shared. But I find it time consuming to mark every email I send to the person as Private after I sent it. And I often miss some of them. Is there a way to mark all emails sent to a specific person as private? Another example might be that I…
When using the "Multiple Options" or "Single Options" custom fields in PD, you create a predefined list of options that translates to a dropdown list on a person/deal/organization page. In the current build of PD, deleting an option from a custom field deletes that option from the drop down list as well as deleting all…
It would help if labels could also be added to existing labels: Not replaced, added. Individually, via mass processing and also via workflow. That would be a dream! 😊
Hi Pipedrive team! Is it possible to add Participants on Leads, or only on Deals? Our team wants them on Leads as often our first conversation with an inbound lead is a conversation with the referrer (the company's external accountant/CPA) and not the eventual client (the company owner/director). This means we want to add…
Many companies have no need for the default fields in the 'add product' view of a deal. Removing irrelevant default product fields from add view within deal (and even adding fields that are important) - commonly 'billing frequency,' 'discount' & 'billing start date' These fields are industry specific to a few industries…
Our team keeps our emails and calendar views public so everyone can see who has a call or sent an email to a contact or a company lead. Because of this, when we look at either 'Focus' or 'History' in the company or contact timeline, it will show up 4x in a row. This is because most of the time, each team member is cc'd on…
Hello, can we please have more Activity type icons to choose from? Thank you in advance :-)
It would be great to have the Deal ID visible in the mobile app and in the desktop (browser) version also somewhere else than only in the url. TIA!
We're small and scrappy, but one of the most important features for a software tool is the ability for one person to be able to administer items for everyone. For processes and any automations of those processes, it shouldn't be required that a sales person, for example, have the experience and understanding of a process…
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