Sometimes emails to to the wrong deal and when I'm in a deal that has an email that does not below there there is no way to change that email to another deal. Currently it can be unlinked from the current deal but there is no way to put it to another deal. I put it to another deal I would need to search through thousands…
Could you please add the ability to switch an email from one deal to another inside the Deal page or Person page? Ideally, the drop-down would say "Switch Deal" and I could search for or add a new deal from that option. Right now it's a 3 or 4 step process. Maybe even create an option that allows you to move many different…
Hi - it would be really useful if, in settings" I could tell pipedrive when my financial year started and finished (which is not the same as the calendar year. Is this possible or on the list to be done?
Hello, Our team is new to Pipedrive and love the audio note feature within CRM contact records, as well as upon import using the Business Card Reader. It would be great if there could be a way to add a feature/function to Audio Notes that allows you to Tag (@Mention) a person to share the audio note with, and alert that…
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.
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