It would be great if we could import data Import from Intercom > Pipedrive in one-click with 2import.
Hello, We have noticed that when you set a project start date, and you add activities to it, the dates of those activities don't change when you modify the project date. We would also like to be able to postpone all the activities at once when we change a date on a prior activity. Thank you !
I don't find that live chat works on the mobile app the way this video says it does... https://support.pipedrive.com/en/article/live-chat Can someone please make sense of this for me because I pay an extra $50/month to use this live chat function but I can't even find it on the mobile app.
This discussion has been merged.
It would be very useful if loss reasons could be configured by stages on each Funnel. So that if the deal is lost in a certain stage/funnel, certain lost reasons shows and for another stage/funnel the loss reasons shown are different.
Dear, Now that the API Quotes in Xero is ready ( https://developer.xero.com/documentation/api/quotes ), can we create quotes from PipeDrive so this ones can be saved in Xero as a quote and not as a draft invoice? This will be a great feature for all the users that works with Xero and PipeDrive. Can I vote for this feature…
It would be great if this could be changed because otherwise we can't use the email composer to reply to emails, because this looks really unprofessional and is painful for us and our customers to read through. And having our team bounce back and forth between PD and Outlook is going to waste a lot of time. Example after…
I know many people use pipedrive for the multiple pipeline support. However, the inability to archive old pipelines no longer in use is a big missing piece of functionality for us. There are many times in which a pipeline is no longer needed, but you don't want to lose the deal history by deleting the entire pipeline. This…
Hello! We are relying more and more on the Leads Inbox and running reports off this inbox for lead metrics. When I create a filter of Leads, I am not able to copy the URL and bookmark it for checking on this list "report" in the future. This exists for Orgs, Deals, and People. Could linkable filters be added to Leads, too?
When I create a new lead and assign it to another team member, how can I have him receive a notification of the new lead? He has all 3 notifications enabled @ Personal preferences > Notifications > Deal and contact update emails * Updates about deals I follow * Updates about organizations I follow * Updates about people I…
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