Since many sales professionals utilize different links to promote/track/share information, it would be helpful to have a drop down menu relating to "Links". Similar to that of Meeting Scheduler, Templates, Insert Field options. When you copy & paste links into emails, it populates like an image and doesn't format well. The…
Many companies are using an automation to standartise the deal title. In some cases it is usefull to add specific values from a custom field. This works well as long as you do not add a new value to this field. In this case, the automation is not able anymore to use the text but it will show the number of the field value.…
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 Team, Currently the Automation to send out an Email Template only let's us select 1 "Deal Contact Person". Please allow us to automate sending out the email to certain number of Deal Participants. Perhaps I only need the first 2 or 3 Deal Participants to be copied in that automation each time. I recognize sometimes…
As I create email automation, there are multiple stages where we engage our clients and therefore multiple automations to be built for each stage. The automations purpose is to keep our clients engaged throughout the entire process. The issue I have: In order to apply the deal owners email to the automation, I now have to…
We are rolling out Pipedrive Automations to more of our teams, and noticed that Global Admins are only able to edit the Automations that they built! So they are not able to edit Automations made by other Admins or other Users. We believe they should be able to! In cases where one of the Admins or Users are OOO and…
Pipedrive gives several fields and flexibility on adding the product to a specific deal. Nevertheless there is something a bit strange on the way it shows the information it gathers. Recently I added a product to a deal, the client is paying on an once a year basis for a specific product and its a 2 year contract (2…
We work making bookings for our clients and we need to print out several emails with booking confirmations. This function was available and has been removed. Can you please add it again? At the moment every time I need to print an email I have to do it from Gmail... and we are a team of 6 people using this function
Hi guys, I am so frustrated and confused as to why Pipedrive doesn't connect to Google Analytics via the Contact Us Form feature. This is extremely important when it comes to tracking where traffic is coming from and knowing is marketing campaigns are working. I have now had to fork out £120 a month to use an alternative…
Hi I would love to see Pipedrive in more languages the the current few available. I constantly have to change links to the scheduler from EN to DK which is pretty annoying. Also when using the Smart doc feature with ie. products I have to change almost all text in the document to danish.
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