We all use checklists, right? For every different deal once you click on it on the "DEALS" section and go to its own section, it would be great to have the possibility to add a checklist for the pending actions/items to which we need to follow up for that particular opportunity. On the "Details" section we can now add…
We are at a standstill on an important email campaign because a highly-curated filtered list of People was marked as private by a user, and now this user is on leave and we are unable to access their filtered list! Admins should be able to see (and edit) all filters! And in Campaigns, the name of that filter is not visible…
Hello, I like the web forms. I just started integrating it into my website. I LOVE that I can actually change and hide the labels in the multi-choice inputs. But it would be great if it had some conditional and submission logic options. Prompting my leads based on their replies right on the website, as opposed to emails,…
I thought I would find this discussion already started, but did not, so forgive me if this has already been started. As an Admin, I would greatly appreciate the ability to log into Pipedrive as any specific user and see how that user see Pipedrive based on their visibility settings and permission sets. It would also be…
Whenever we win a deal we are interested in the total value of it and we do this by adding the products to the deal. At the same time we need to keep track of the cost of those products for us, so we can calculate our neat margin on the deal. We'd love to be able to not only add the "cost" field to products, which of…
I discovered that when sending group emails, if the person has multiple email addresses, the emails are only sent to one of them. In my opinion this is very inconvenient and if you don't know it you can make serious mistakes. Therefore I was wondering if it was possible to implement the function to send the email to all…
Hello, I am constantly looking at the notes and would like the option to have it expanded automatically instead of having to click on the notes every single time I go to a new deal or contact. This would make things so much easier and save time because notes are the only thing that help me understand what I need to know…
This is really needed in our business. We have an International soccer org. and there are details we do not need for a Lead vs Deal We also have custom fields which need conditional logic/ dependency. EX: We have a custom field named: ROLE. When PLAYER is selected vs PARENT it would be nice to have conditional logic/…
It would be great if, within Project Task List View, resizing the columns would stay the size that you set so you could read the whole task without having to expand.
Any chance you can add 'call notes' to the dropdown list when setting up a filter in activities? We use Aircall as a phone provider and they create a completed task for each call we make to or receive from a client, along with the call recording stored in the notes. We would then like to create a filter to find certain…
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