The default duplication rule on contacts (name + any of primary email, phone number or organization) does not really work for us, since we regularly update contacts from their submissions of registration forms. And people misspell their names surprisingly often. They rarely misspell their email addresses though, because…
I already posted this as a comment to another suggestion but just to be sure it gets noticed :-) It would be really great if the field Related Organisations is made available in other parts of Pipedrive. Currently you only have access to this information on the Organisation Detail Page and not having it on the Organsiation…
Pipedrive Campaigns does not allow to create a public link to share them (in a social link or just to make sure people can read the content). It would be great to add that feature
What i want to do, is to use expected close date, or a custom field that uses date- as a starting point for action. i.e. deal updated- expected close date has changed - expected close date is prechosen? Sama goes with custom field that is in date format. Use case could be that i have a custom field "Validity of the…
Hello there, I use workflow automation to help my sales team and it could be interesting to manage "notes" with Automation and to pin them if we want to.
We use Calendly which allows clients to schedule available time on my work calendar however, there are times when I have a personal appointment during the work day that needs to be on my work calendar but not synched to Pipedrive. Having the ability to exclude calendar items marked as Private would solve this problem.…
Currently there is no way for workflow automation to add a note to the record. Since activity notes are not searchable, I had hoped to create a workflow that adds the activity notes to the contact record making it easy to search. It seems this ability to automatically add a note would have other uses also. This is loosely…
Would be great to be able to create new notes via the workflow automation :)
Not so long ago, labelling was added to Emails. For example, you can add the label "offer." However, these only shows in the email box, not on the deal or contact level, which means you do not see it unless you created it. Also, you cannot just scan down a deal and quickly see this label. --- In addition to the above, I…
Currently when we attempt to bulk import, Pipedrive gives the option to Merge or Create a duplicate entry if the person already exists in the system. I would like the option to simply SKIP importing the person if they already exist. Pretty please? Thank you!
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