Sarebbe interessante avere la possibilità di inviare in automatico email di auguri per i compleanni dei clienti ed altre festività come ad esempio il Natale
I have tried to create an automated workflow for when an organization label is changed, the persons linked to that organization are changed to the same custom label. At this time, PipeDrive states it cannot be done. For example, I have created custom options for the organization label for "client, former client, employee,…
It's weird that I haven't read this as a feature request anywhere. I hear it really often from international companies: Custom fields should be translatable. Many companies have employees with different native languages. Pipedrive itself can be used in many languages, but I can't translate my own fields (and the values in…
Bonjour, La chronologie de contact est très utiles pour filtrer et segmenter les contacts avec qui nous n’avons pas eu d’interaction (« activité ») depuis longtemps ! Cependant, à ce jour, il est impossible d’extraire cette base de données pour y ajouter des « activités en masse »... Ce serait super de pouvoir extraire…
Fields need to be added and available for incorporation into templates in SmartDocs. This should work for deals where more than 1 product line has been added to the deal. 1) Product line sub-total (inclusive and exclusive of tax) - not just invoice grand totals 2) Tax charged per product line item - not just total tax 3)…
Especially in acquisition campaigns it happens that we use the import data feature to add new person, organization, deal, activity for hundreds of records all at once. The lists we import sometimes include organizations we are already in touch with and that we don't want to push into our acquisition process but…
It would be very helpful if Pipedrive could ignore duplicates when I am importing data from an excel spreadsheet. Currently the two options of merging and creating a new deal do not work with my desired work flow.
Please add a line item, like you did for taxes, for commissions on products. We are in the travel business, and each product we sell has a different commission. The commission is our actual revenue so we can't accurately calculate this now without a special field and a lot of extra work. We want to track commission and the…
Hi, When looking at a pinned location and searching for nearby pins, it would be such a useful thing to be able to colour code the nearby pins based upon predefined criteria such as the following:- The last activity type (Visit/meeting) is over X days/month Account type (Key accounts get visits and non-key accounts don't)…
It would be great if we can have some statistics on part Project especially about the time. What time to go at this phase from this phase?
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