In an ideal world, you would be able to select merge tags for fields within a deal as well. In my case, I build out milestone templates for the mortgage process, and it would be incredibly helpful if I could automatically pull data in from the client's loan (deal) to populated in these automated email campaigns.
Hey, When are Pipedrive going to launch the above? Apparently, there is one for Google Mail but not Outlook. The vast majority of other CRM/Competitors in the market offer this. I know because we have conducted a trial of a few of them (and we are staying with Pipedrive because of the customer service is excellent!)…
Hi, Would it be possible to implement a feature that allows a filter to be deselected? At the moment the work around, as advised by the help team, is to select 'Everyone' to reset the details but this doesn't seem very logical to me. I would like to be able to select a filter, look at the data, then deselect. Looking…
Hi Pipedrivers, I am Posting this to get to see if we can get a reaction out of Pipedrive Developers to fix the EMAIL THREAD. I would for them to give us an option to use the design they have now (I know some may like it) or to be able to select a different email style. I want the latest email communication at the top then…
Love many aspects of Pipedrive however I feel the email interface need to be improved. As sending and receiving email is one of the most important features in a CRM the thread of email conversation need to be looked at and improved. I would love to use the email client inside Pipedrive exclusively but the thread of a long…
Hej Is there any plans to integrate Otter.ai to Pipedrive ? as Salesforce ,HubSpot , etc. have done
All our marketing products are billed FORTNIGHTLY. Currently, products dont seem to have frequency of FORTNIGHTYL - only weekly or monthly. Please can we get this fixed up asap? I would love to use the MRR/ARR reporting features but currently we cannot as we cant set up our products correctly Screenshot below of products→…
Currently the export just shows multiple phone numbers for a single contact in the same column with commas between. There is no way to see if it's a "Work" or a "Mobile" number. It would be ideal to have a column for each phone number type. That means you can not import multiple phone numbers from a spreadsheet and have…
While this may sound like 3 ideas and I guess technically it is, certain tasks should really be the "container" for information that could easily get lost among a large amount of communication via notes, emails, and documents. If you could populate notes for specific tasks or add the ability to comment that would enable…
Hi all, We have come across an issue with the desktop call logging feature and I haven't yet found a way to modify it's behaviour. Has anyone else come across it and have a solution? Our scenario is as follows: From a Deal in the desktop browser. Person A initiates a call to their mobile using the standard Pipedrive call…
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