Hi there, After talking to your help team, it appears that there is no possibility to export products sales in an Excel document to analyse it. Indeed, we are using Pipedrive to realise quotes and sales, we have more than 600 products and no possibility to analyse products sales quantity over time... Could you imagine a…
Hi All, I have the email synch enabled on Pipedrive and any email that is addressed to or from the participants ends up on the deal , which is great. However there are a number of deal related emails that do not automatically end up on the deal as the emails do not include the participants. It would be great if I could…
This is is a must have!! why we do not have it???? https://www.hubspot.es/products/service/customer-portal
Hi All, I know this has been covered before but I thought I'd bring it up again in the hopes of it making its way into production some time soon! Pipedrive has the ability to see multiple calendars when choosing a calendar to integrate it's activities/schedules/proposed times etc. The problem being is that it won't SYNC…
I have more than one calendar on Office 365. But PD can only sync. one. It would be nice to sync. multiple calendars.
When importing leads from a spreadsheet, we currently do not have the option to map the lead value. If we map the lead vale to deal value, it creates both a lead and a deal in Pipedrive at the same time. Adding the ability to map the lead value when importing data would be very simple and save manually adding each lead…
The Zapier integration has the ability to trigger when a record matches a Pipedrive filter. It would be great to see this functionality in Pipedrive automations as well.
It would be really helpful and save us a lot of clicks if we could display more info (e.g. custom fields) within the organization detail view, when hovering over individual people.
I would like to be able to produce a report based on notes added and completed meeting notes on a weekly basis - this is to give an overview of the sales persons weekly activity. As it stands, we only seem to be able to report on deal/activity progress
We can transfer ownership for automations so the new owner is able to configure the automation – including editing and activation. It would be helpful if we can export list for all automations (active/inactive) with owner information for review and keep track the record.
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