When converting leads to deals in bulk, no options are provided: It would be nice to be able to set some fields in bulk during this bulk action: owner, labels, custom fields, etc, as seen in the standard lead > deal conversion panel:
Similarly to how you can edit deals in the table view we need to be able to do the same for leads - it is so much more time consuming and you lose context when you need to click into the lead to edit the information
All activities and notes from the contact and organization should be visible from the lead view - or at least a toggle to easily make that an option. When we go to contact leads we need to see the activities for that contact so we always have to scroll down and open that page separately.
Please can we have the ability to link email threads together using automation so that the reciever can see email the email chain as part of our campaign?
We use campaigns a lot. We add any contacts who have clicked on a campaign link as a new lead. Currently this is a very manually intensive process. It would extremely more efficient if we could set up an automation using the Person default data filed "campaign click date" as a trigger and then be able to have the…
I am currently in beta phase of multiple options for contact labels and it is not working for me. I prefer the single option for contact labels as it is easier to change and adjust. Please give us the option if we want single or multiple options. Thank you!
Sooooo been looking around for a while and this seems like a very simple problem but cannot find a solution. All I want to do is assign a contact an activity (i.e. call them) after a link click or email open... Is this really not possible in Pipedrive??
Hi - I'd like to add a note to my project to serve as the "Project Brief" and want to pin it at the top so it's easy for my team to locate. Can this be done? Thanks.
I am trying to collaborate with colleagues who are not Pipedrive users on our automated emails. There is literally no way to send a test email or otherwise export an email template so that they can see the email. All I can think of is have them go through each of our separate lead channels to receive these as a user would.…
Hi. Do you need to be able to drag-and-drop your deals, to sort them in your own order? At moment deals are shown in chronological order according to activity date overdue/due/scheduled. But I need to be able to sort them according to which ones I find most important to work on. Anyone else recognize this?
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