Hello Team! I am trying to automate some email campaigns based on custom date fields that we use in our Travel Agency (passport expiration date, anniversary date, birthday, etc.) and am finding that there is no date related trigger in the automations. I would love to automatically send passport renewal reminders (six…
As Projects becomes more robust and we utilize more, this would save us even more time!
Hello, I would like to suggest adding an email custom field type to the field type options of both contact and deal custom fields. This would allow us to store additional contact or deal email addresses other than the default pipedrive ones. This would also allow us to use those additional email addresses to send automated…
If possible, for future rollouts, could Admin users take priority over general users? This would allow for Admins to set up or test any new features prior to the entire company and train users once the rollout is complete.
I find that autocomplete doesn't recognize email addresses to which I have sent and received many emails, presumably because they're not in my address book or explicitly saved in some other way. It would be great if Pipedrive could recognize and autocomplete any email address that has previously been seen in your inbox.
When you lose a deal, you can mark it as lost and add a reason. You also can add an extra comment. You can easily find an overview of all the reason of your lost deals in your insights on Pipedrive, however, finding the extra comments of your lost deals is not possible here. The solution is simple, adding the extra…
Occasionally when adding new (or older) deals, changing deal stages or moving stages between pipelines (and deleting old pipeline), time in stage is either not represented accurately, or can be missing completely. This of course affects accuracy of data and reporting. I think its important to be able to adjust the "time in…
It would be really nice to be able to filter by emails that have been opened by recipients and then be able to do bulk follow ups to those specific people. Anyone else see this as something that could save a lot of time?
Bonjour, Il s'agit d'un retour d'expérience sur la nouvelle barre de gauche des offres (deal). Depuis la dernière mise à jour, le nouveau système proposé constitue une dégradation de l'expérience utilisateur et conduit à des pertes de temps importantes au quotidien. - la navigation au clavier a disparue et oblige à tout…
Hey, for our business (accounting) it is a must to have several org linked to one contact , and that the contact can have different roles depending on org.
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