This discussion was created from comments split from: AI + Automation opportunities .
When creating activities would like to be able to select whether they are Private or Public. Please can you add this to your product maintenance.
Hello there, I believe there is an opportunity to improve 'pinned' notes within the Focus area of a deal. Clearly users Pin notes because they are important. Meaning it should be readily visible in full when someone opens a deal. However, notes are automatically collapsed. Users can only see the first line until they…
This discussion has been merged.
Hi, We have different levels of users requiring different levels of access / functionality within the system. Does Pipedrive plan to enhance their subscription model, to allow for price plans to be set on a user level, rather than system level. For example most users in our organisation are fine on the Essential Plan,…
I would like to be able to link emails I have received or sent on which I create a deal at a later moment in bulk. Right now you can only that one by one and that is time consuming.
Occasionally when adding new (or older) deals, changing deal stages or moving stages between pipelines (and deleting old pipeline), time in stage is either not represented accurately, or can be missing completely. This of course affects accuracy of data and reporting. I think its important to be able to adjust the "time in…
Hi Product team, My company does a lot of bespoke quoting, and we have a very long list of variations per product. When I created them in Pipedrive, I made sure to add them alphabetically. However, since they are sorted by creation date, if I need to add a new Variation that starts with "c," it will end up after "z." They…
Currently I am doing this in excel and downloading data every day. It is showing me when a sales rep has added or updated an activity. This way I can see if they are active or not, hourly. It would be great to have this insight in pipedrive done automatically. It is a report showing Activities activity split by hour…
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