I would like to see a DOB range added for custom fields as I need to track this and the only way to currently do it is manually type the DOB date into the date field - can you add either an extension to the year range in date fields to go back say 60 years - or alternatively add an entire DOB add on for fields? Thanks
Currently there are notification reminders for activities at the due date. However, do others feel it would be useful to have automatic reminder emails for over due items at a set interval (1 week, 2 week) until they are marked as done. This could be a global company setting. Does anyone have any work around for this?
We have switched our own webforms out for Pipedrive forms. The experience has been great: easy to setup and much less spam now. However, we seem to have lost the ability to register a Google Analytics Goal when someone fills out a form. Does anyone have an approach/solution for this, or would this be a genuine feature…
Firstly, the Insights Dashboard reporting is a fantastic improvement for Pipedrive. One area which could however enhance this offering even more, would be the ability to use custom fields when setting up a new report. In our particular scenario, we have a custom field on Deals called 'Business Unit' whereby deals are split…
If we utilize the the native Leads function, we cannot report on the progress. For example, there's no way to know how many Leads were converted to Deals, who the reps were, how long it took, etc.
It would be really helpful to have time based triggers in the workflows. I would like to set a workflow that sends an email when I move a deal to a new stage and then send additional emails at set times; 5 days after 1st email, 10 days after, etc.
It is very important for us to also have a quantity for each of the multiple options, is there a opportunity to add the option of quanity to the multiple options?
This would be killer. I would love to be able to keep track of additional details for activities. Could think of a lot of good uses for this.
We are using the Insights link to share data with external contracts. This is a great feature, but it would be eve better if someone other than me could click on the items within the dashboard to expand the data. Is there a way to share my Insights Dashboard with other users in the company? (aside from the shared link…
Hi - it would be great to have a report or a way to quickly see at a glance the click rate for links, attachments etc. in a group email campaign instead of having to go into each email individually when you have sent hundreds of emails in a campaign. Thanks!
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