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…
I'm usually in a hurry when looking at deal records, and deal contact names sort of get lost in the Summary section in the sidebar. It would help me to have the contact name on the top of the page under the deal name where I could easily spot it no matter how the sidebar was scrolled. Another idea might be to change the…
I often have multiple emails for a contact, and PD defaults to the first in the list when sending an email. Thus, I am frequently having to manually copy/paste to shuffle the ordering so that a given contact's preferred email is the top one. It would be nice to be able to drag and drop the email addresses into the right…
It would be great to have the Deal ID visible in the mobile app and in the desktop (browser) version also somewhere else than only in the url. TIA!
Lead view does not support "Smart Data Search"
I would like to be able to add a person as participant to an existing deal from within the person view. I.e. below "+ Add new deal" have a button "Link deal"
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