We really enjoy the Pipedrive app feature to record voice notes and transcript them. This feature would be even greater, if we could also use it in the Webversion. Meaning on the one hand to record voice notes as well from the laptop and secondly to be able to play the voice note as well inside Pipedrive. As of now the…
When looking at the campaign overview (by clicking on the campaign name of a sent campaign), the "Performance over time" chart appears to only show data over a rolling 7-day period. While this would make some sense if this were an automated campaign, for standard campaigns it means the report quickly goes blank and stays…
I am wondering if anyone who uses commission percentages to track deal revenues can tell me how they set up their products and track revenues? It seems cumbersome to figure out how to determine revenue on a piece of business. You can only choose (or at least I only know how to choose) Price, Quantity, Tax%. Could we look…
I have a suggestion that I believe could greatly enhance our workflow. Currently, in the Insights feature, there's no option to display notes related to a deal. It would be incredibly helpful if we could view these notes directly from the overview, rather than having to go into each deal individually. Having this option…
I need to be able to filter my many projects based on any fields that I may have available, including custom fields that I have added to projects... Because I am managing many projects it would be most helpful to create & save these filtered views! Also - as I have requested in a separate tech discussion, I need projects…
Add feature to allow us to create a relationship map for an organization
Hi, Would it be possible to add an option to the drop-down menu in a report for a multiple options custom data field so that we can select "Contains" or "Does not contain" like we have in filters? The options "is any of" or "is not any of" which are available now for reports does not allow the same functionality, since…
We try to track 1st meetings and follow-up meetings as KPIs and therefore cluster all meeting activities accordingly. However, when meetings are scheduled via Outlook they are not automatically associated/ linked to the contact nor the deal. So they are lost in the Pipedrive space. What we have to do now is to search for…
I understand that some features are only available for higher plans but especially when features which are mostly used by the management it should be possible to upgrade only a few user. It doesnt make sens to upgrade all users only to have custom fields as a filter in a report for me. That is really annoying.
We are hoping to change the auto-generated invite description sent out via Teams & Zoom. It currently looks as below but I see no way to mass amend this and only to amend via each invite. Can the auto-generated invite description be changed?
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