Show/hide fields based on the value/content in another field. This would avoid having to unnecessarily show blank fields on deals/organisations. Is this in your current development roadmap?
Can we use Pipedrive to manage customer support tickets too? We want to use single tool to manage, customer data is centralized and updated.
Pipedrive not having the ability to have recurring activities in a deal is completely unacceptable in a CRM. Users should be able to have multiple recurring activities in a deal. This is a core function of any CRM.
Hi, In our company we work with at least two calendars per employee. One general and one employee specific. It would be great for us if we could sync more calendars. Thanks !
Please add a line item, like you did for taxes, for commissions on products. We are in the travel business, and each product we sell has a different commission. The commission is our actual revenue so we can't accurately calculate this now without a special field and a lot of extra work. We want to track commission and the…
Formula fields are necessary for products for calculating Margin for example
I don't find the current comment on notes system user friendly. We have long notes which we have to scroll down. Often you can forget to select the expand comments arrow so you have to scroll back up to get it, then scroll down again. I often collapse the note instead of the comments. I know it's not easy to find the…
It will be really convenient if you could add the Notes field in the Report section. It helps us to visualise the Notes along with the other data fields such as update time, next steps , deal value etc. For Generating report note content should be added in the insights report section. Exporting the notes or individually…
The business case would be something like this: 1 - Campaign about a new product sent --> 2- when a person opens/clicks in the links of the mail --> 3- Automatically send a personalized mail engaging with him Of course, this might be extremely intrusive but if you delay step 3 by a few days and that engagement mail has a…
We created a webform in PD which links to our "get a quote" form on our website. One of the fields is "departure date" and has to be completed in UK date format, for example 05/02/2025 - 5th February 2025. However, when we receive the webform email notification from Pipedrive, it's always in this format 2025/02/05 and we…
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