Please add months to the automation for lost deals. At the moment I only can send a mail for 90 days after a deal is lost. It would be great upgrade this to 6 months. This more realistic in B2B cases.
We'd like to have the ability to create view-only accounts. These accounts would let us give view-only access to our employees to help us promote a more transparent sales process inside our company.
Hello, While I used to enjoy more the previous report system, I'm adapting to the insights system. But the missing compare to previous period feature is killing me. For me it's a basic sales analysis. I would like to be able to add another axis to my charts to compare to previous periods (last 6 months or same period last…
We LOVE the new deal card customization. It would be great if there were an Admin option to configure the deal card to be the same for all users (versus each user setting it up themselves). We use the pipeline stage view to run a daily scrum with all our users logged in remotely so it would be better if we are all looking…
I very often need to refer trades, consultants, and professionals to others. To do this currently I need to copy and paste everything from Pipedrive contacts into the email (name, phone number, email, business name, etc...) It would be very handy if each contact could have a card that we could forward to the client with a…
Pipedrive has just launced new features for visibility of custom fields within a Pipeline. However, you currently need to manually change each and everyone to update the settings. This is the same for all the settings on custom fields. Please update to allow for bulk change of custom field properties.
In the new Pipedrive Deal page, you can not see which unique email address was used to send you an email or who you sent the email too. You can only see the Contact profile info not the exact email used. In the Pipedrive Contact page, there is a drop-down tab that allows you to see the above. In the old view, this…
When sending out bulk emails (or one by one, for that matter), it seems there should be an easy way for Pipedrive to know when bouncebacks come in, and to be able to update a contact's email to reflect that A: they are out of office, or B: it's undeliverable permanently, especially if they don't work there anymore. Anyone…
Hi I am sure this used to be a feature that we have used in the past however looking now it appears to have disappeared. Support also says it is not a feature. I suggest it is re instigated please. Of course if anyone knows it is and how to access please let us know. Thanks.
We have a need to archive deals so that they are still accessible but do not want to win or lose them because we have Insights and Goals set up that would skew the data.
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