I have a suggestion for development: With automations we send messages to Slack when a deal is won. I only also want to add the sold product in this message. Unfortunately the only option now is the value of the deal and not the product that was sold. Would be great if this can be added 😀
Buenos dÃas, El año pasado y el anterior pregunté si podemos tener esta función en Pipedrive. Por aquel entonces, me contestaron que no existÃa de momento esa función. Les escribo de nuevo por si la hubieran implementado este año, ya que para nosotros serÃa una herramienta o función muy necesaria para nuestro trabajo.…
How do you color code different activities/events in the calendar?
If the users trying to trigger the "Automated Webhook" are non-admin users, they can't benefit from the feature. All users in my account should be able to trigger an automation that includes a webhook action. (if TRIGGERED BY ANY USER is checked) For example, this action can help them enrich data from external providers.…
Hi, I've just found that "Expected close date" is not available as the 'insertable fields' in email templates. Is this a bug or I'm missing something? Thanks
I am facing an issue, where I use product table to generate offer for customers. Under the product table system is subtotaling rows, but I think it is doing it not as expected. One Time fees Subtotals are correct But period or recurring subtotals is just gives the same list as in table just without product. In my opinion…
In general, creating goal reports is very restrictive but I just want to focus on one point due to urgency: We are trying to create a weekly goal based on number of calls. This goes well until we need to go back and record a call made last week that we forgot to record or didn't have time to record. However, if we record…
I know this has been recommended before. It would be really useful to be able to email the main contact and deal the participants with 1 click and with automation work flows. The deal participants are there because they need to be kept in touch with the deal. It's a sales necessity. Thanks
Pipedrive default is to have notes entered in HTML format. This allows for dot-points, weblinks, mailto links etc and is beneficial for some situations. In our situation it does not serve us, as when we export a report on activities for the team's reference, the formatting/links scramble and can make the entry unreadable.…
Every organisation will need to setup their CRM in their own way, collecting the contact data they need. That is a pointless feature if every users account needs to be setup individually from scratch. The Deals page can be controlled globally with setup, why can't the Contacts view? Having set up the data I wanted entered…
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