It would be nice to have in the list views a splitscreen functionality. Just as the new lead feature. That gives the possibility to scroll through the records. thanks
I'm a long time user of pipedrive, including heavy customization through API and webhooks. One feature that I'd love to have is creating custom buttons to organization, person and deal UI. Clicking such button will call external URL, run automation, send mail etc.
It would be great if, when setting a stage's probability, deals that move into that stage are automatically given that probability. If they are manually changed this could override that, but the stage probability would be default, instead of the default being blank. This would be useful for us because we like to see the…
Hi, I'd like to see the ability to delay send or schedule send of emails. I work at all hours of the day/night and sometime weekends. It would be nice to delay the send of the email to ensure I do not get iterrupted by a reply or to have the email delivered at a reasonable hour for the customer. I saw this is a feature…
Hi! Looking to suggest functionality whereby each contact would have a unique and secure URL to access a web form, allowing the contact to update/edit their own contact details. Admin would set which fields were editable/accessible by the contact. This will assist in a ’new client’ workflow by reducing data input and also…
Hi I does not seem to be possible to make Pipedrive forms look nice on WordPress site. Has anybody succeeded in deleting reCapcha button - it looks awful, takes a lot of space and does not work either. My form looks like this
Suggestion: Ability to track emails directly from within Outlook and display a pop-up notification when an email is ready. Experienced this in Hubspot CRM and was extremely helpful.
Hey I have a question regarding automation and setting deal value. Now for reporting purposes we will be duplicating deals with Automation. But at the same time I would not like the deal to be counted 2x in terms of turnover. In my own small head I thought if it told the Automation to mark deal value as 0 and I would be…
Hello All, We are currently considering using Pipedrive webforms on our website. Nevertheless, we believe that there should be input validation, especially for email and phone number. Please see below what can be added as email and phone number. We are bit concern that enabling such webform on our website would possibly…
I would suggest ability to bulk edit organisation fields, when you are in list deal view. Today, my use case was: export all contacts, that are under organisations, which have deals in these stages of pipeline Since there was no possibility of bulk editing, first I created custom field for deals, did filtering and bulk…
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