I would like to know how I can get a report of total "Duration (minutes)." Currently, the only available option is "Duration (hours)." That is to broad and not detailed enough for tracking accurate daily activity. I know it's possible because when I click on a detailed report on a user, I can get the call duration in…
Hello, I use pipelines for: _ Pre-qualification _ Deals _ Projects (instead of the Project modules that is not helpful in my case) _ Internal Projects (instead of the Project modules that is not helpful in my case) Obviously, the loss reasons should be specific to pipelines (for the last two, it is actually a closed…
It would be very useful to have checkboxes in the notes; it woud be a simple way to have subtasks within a task
It would be incredibly useful if we could pull details directly from an organisation page into a project page and also into the project list filters. There are many details stored on the Organisation page that are relevant to a project which require us to duplicate the information in the project details in order to capture…
Enabling the ability to sort project lists by labels would provide our team with greater efficiency in managing and prioritising projects within Pipedrive.
Hello, It would be very useful to organise the email templates by category and subcategory, or at least have the possibility to have folders
Hi, I have a short feedback while using group emailing feature. It would be nice to have extra step, where you can check the preview of emails before sending them. Especially when you work with insterted custom fields, it can happen, that something can go wrong or some information is not stored correctly. This would be a…
Currently, accessing an individual's job title requires navigating to their personal page. It would be a significant time-saver if job titles were visible in the preview view on the organisation page, eliminating the need for additional clicks.
When I have a contact, organization, or deal open, I would like to be able to conduct a search but only for those emails that are currently assigned/linked to that deal. I can filter on all emails for that deal, but some of my deals have a LOT of emails and I want to just search them for key words/text.
Hey Pipedrivers, It would be really helpful if the User could search for an email using unique information from the body of the email. Currently, the email search function is fairly limited.
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