Hi, I'm working with files, uploading mainly PDFs, and images to Products and Deals. I have to say that the feature is quite nice, but lacks of a simple basic : categories (or labels)! Could it be possible to create customizable categories (or labels), just as we have them for Smart Docs and all other Pipedrive's sections…
In Pipeline Forecast view allow: 1) sort by month, and then 2) within month by weighted value, total value, or priority, not date! Right now each column sorts by length of green line, or how far along they are in the process. That doesn't help! I can get that in the Pipeline view. I want to view what we plan to close each…
Is there any way to show Leads in the Organization view? Currently, only 'Deals' show when I click on an Organization, is there any way to show Leads as well?
It would be very nice to be able to edit the style of the sender block footer in campaign. For example, allowing users to match it to their style guide by changing the background, font size and color. This is quite often how it is done with other providers like Mailchimp, Sendgrid, etc.
Can pipedrive add a feature that allows users to add products to deals in bulk edit mode? Currently, our only option for adding products to a group of deals is to update each individual record. Seems like a fairly easy step to add this ability. User selects deals that they would like to edit (add products to) In the "Bulk…
Using the Organization Name I want to add a link to a custom field: Unfortunately that doesn't work when the Organization name contains a whitespace https://www.linkedin.com/sales/search/people?query=(spellCorrectionEnabled%3Atrue%2Ckeywords%3A$ORGANIZATION NAME)
It's great we can restrict whether our users can delete a custom field however we use custom fields for putting some super important information and there is no restriction on them editing the content of the field say if it's a multiple option. What would be great is if there was a permission like other CRM's whereby we…
It would be great to have smart data available in automations to update organizations and people
We have numerous templates that are used across various parts of the business, It will become a nightmare and very time consuming if the teams have to trawl though the mountains of templates to find the one they want rather than just clicking the subfolder of the department they need Is this something that we could look…
During my daily work I often need to quickly filter through the Pipeline (Company name, contact person, etc.) but the only real way to do that is by creating a new filter. The "Search Pipedrive" is useful not but great because it's a global search, while what I'd need is a "local" filter: if I'm in Pipeline I want to…
It looks like you're new here. Sign in or register to get started.