Hello, it would be great to have a few additional fields for inserting in email templates. For the start: * The ID of the Deal - could be for example used in the subject line of an e-mail; * The URL (link) to the deal - so it can be inserted as a link. There are already a lot more (than in Email templates) fields available…
The email templates feature is missing many important fields and could be extended. For example: Deal ID - i would like to add the deal ID in the email Subject (for example) or use it in a link (see next suggestion). By saying Deal ID I'm talking about the number at the end of https://contoso.pipedrive.com/deal/428 Other…
This is a topic I see across numerous discussions and regarded in a few idea submissions but seems like no progress or solution had been created within the Pipedrive System. The organization of files within a deal is severely lacking. Selection to only view files includes every single email that has an attachment which is…
Upon trying to deactivate a user, you are presented with a summary of what they own (how many deals, activities, etc). Unfortunately, there is no easy way to reassign them, and using filters to find matching numbers of at least activities proves very difficult. I request that the functionality be added to easily reassign…
I posted this somewhere else and a lot of people agreed that they need this feature. Please create a feature to do email threading through automations. For example, I should be able to create an automation to do a follow up email in the same email thread on a delay. Unfortunately, I will need to look at outside tools since…
The biggest bug I have experienced with Pipedrive is the auto-linking of emails to incorrect Deals. I fully understand why and how Pipedrive links emails to Deals, and why and how it might accidentally link an email to the wrong Deal (which happens a lot for me!). The big issue is the ability/authority to Unlink an email…
We use iCal to host our calendars. Supporting that would be awesome
This discussion has been merged.
Hi, is there any chance that a Gantt Chart view or similar long term project planning visualisation tool will be available soon. Currently, to get that feature I would have to use Asana which, as Pipedrive Projects and Asana have overlapping features would mean that I would rather not use Pipedrive Projects and simply link…
At present, email actions run through workflow automations exclusively send from the linked email account of the automation owner; this limits the capability to leverage automatic emails to leads and prospects, since Pipedrive administrators generally manage these automations, and would not be the desired contact for…
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