A nova funcionalidade de "Abrir detalhes em painel lateral" no pipeline de Negócios não atualiza a URL quando um negócio é selecionado. Isso impede o compartilhamento do link com outros usuários, pois a URL permanece a mesma do pipeline. Isso é um problema, pois o usuário não consegue compartilhar o link do negócio…
Hello, can we please include the ""Name of the Activity"" (Ie Customised activity name, whether its a meeting, follow up call, calendar meeting etc) into the ""Leads List View"" please? If we have this, it will allow us to determine which ""Activity Types"" Require a particular action when Bulk emailing from the Leads list…
Please add a checkbox to the corner of deal cards so that we can select multiple and have the ability to perform bulk actions, just like we can in the list view. It would also be nice to have a select all for each pipeline stage. For example, I am looking at my deals by card view and I want to send a group email to a…
Surely quotations is an integral part of most sales processes, so I can't fathom why this functionality doesn't exist, especially when invoicing does ( and is fully integrated into Xero accounting and works perfectly) and you have to rely on third party apps. Presumably the same API that creates xero invoices can be used…
The point of a webhook is to pass easily referenceable data to another source. In V2, you're passing a field hash instead of a custom field name which prevents one field from easily being distinguished from another. Even worse, you're passing the internal PD ID of a field value, and not including the value that it…
If you want to see the automations for a specific user, the following appear in the selection list: belongs to me belongs to others (deleted user) ... ... (deleted user) name of an existing user name of an existing user This is more than annoying. I see the following possible solutions: a) put the so-called (deleted user)…
Job Title is an important field for us. I was able to add it as a custom field but there are numerous places where we need to see it including leads inbox, "people tab" of contacts, "people panel" of an organization, "participants panel" of a deal. Can we get the job title to appear in the participants panel of a deal and…
Hi If a prospect schedules an appointment with the scheduler, I want to redirect him to a thank you page on my website. Calendly is doing it perfectly, and I am missing this feature in Pipedrive. Can you please add this redirection possibility? Thank you Dieter
Right now, you can add a customer field that allows you to reference a person or an org. But it is only single select. There are many scenarios where we'd like to multi-select one of these. For instance, we could have more than one Competitor (a list of which we maintain as Orgs) for a given customer. You can do a…
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