Seems pretty crazy that PD offers custom fields yet we can't generate Goals from this data
When one contact has more than one mail we face multiple issues: * The options Work, Home and Other are not enaugh.* For example, it does not allow to check one email address as "old" for one contact, and if we delete the email address because it's not longer valid, we lose the mail thread with that contact. People change…
It would be really handy if via an import you can assign the organisation relationship, currently workarounds have to be made which takes you away from using the native relationship management feature, also because you cannot do anything with that feature, apart from viewing and exporting via the back end. I have a client…
Hello, It would be interesting if in 'goals' insights, when we want to set goals for activities, they are not necessarily linked to a pipeline but apply to all activities through Pipedrive (contacts / organization / leads…). Thank you
The current interface does not support scalability. Have you tried dragging the last column to the beginning of the list? Here's an example of how it is perfectly done in another CRM: Contacts: Deals
Please add the following contact fields: Job Title, Website, LinkedIn by default.
It would be helpful and much appreciated if eventually Pipedrive users would be able to create tables within the body of their emails. Even being able to retain the table format when copy and pasting from Word or Excel would be great!
Would be REALLY cool if I could pull a report that shows: what my open rate is in GENERAL for my emails what the open rate is for each TEMPLATE that I use Can you relate? Upvote if yes!
Hi Pipedrive Community, I would like to suggest a feature to improve our workflow. Currently, we can't automate setting the "Source Channel" of a Lead or Deal from a Person's custom field. (we created one called "Contact Source"). This would save a lot of manual work and improve efficiency. Customer support confirmed this…
Are there any plans to add Google Chat as an alternative to Slack now that Salesforce has bought them?
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