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Multiple sets of information under 1 deal.
It would be useful to be able to have multiple sets of field information under 1 deal. This would work on a banner style and would allow companies dealing with continuous cases to store the details under one page rather than having to create a new deal #solicitors #followonreports #contiinuoussales #medical #legal…
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Email Flows
Has the Pipedrive team considered building Outbounding Flows e.g. Day 1: Template A, Day 3 (if no reply) Template B and so on... can also include LinkedIn connection request, reminders etc etc.
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Activity Alerts
What about indicating in the activity alert the recipient / org name of the recipient in the pop-up? Could be a google extension perhaps?
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Is Pipedrive down? No one can access it properly over here.
Is Pipedrive down? No one can access it properly over here.
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Mask a value inside smart docx in terms of security
Smartdocs can't include mask value inside of a form in comparing panda docx ... this is the main reason i don't send price proposals trough smart docx...
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Feature request - multiple e-mail sender adresses
Situation: * I got one company registered for photography and videography * I am selling my three different product offerings via three different websites (good marketing requires to set-up a single site for your niche to specialize for the customers and for SEO) * People contacting me via one of the websites expect an…
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Contact belong to more than one organization
Hi Pipedrive team ~ I am working in the wellness industry where many of our contacts have their own business, and they also belong to another business. We would love to have the feature of being able to add them to two organizations but aren't currently able to do so. I have spoken with your team and the closest thing to…
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More Note Formatting Options
It would be helpful to have more control over the Notes. * Have Strike Through as an option * Font color options * Ability to create a Template for Notes * Ability to Tab * Ability to create a Check List
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BUG: Cannot scroll notes when Calling in the Dialler
When I make a phone call using dialler and I take notes in the 'Notes' box, if it's a long call, the notes go off the top of my browser window. I am unable in anyway to see the notes at the top of the page so I cannot tidy them up before posting them. Pipedrive support told me I was doing it wrong and should zoom out in…
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Pipedrive Needs Local Time Integration for Leads
Most CRMs automatically let you know the local time of your clients and this is a very important feature to know if you are calling clients too early or too late. Please make this happen!
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Filtering options on goals reports!
It'd be great to be able to apply filters to goals like you can with other insights reports. Such as if we wanted a forecast with goals but only allowing for deals with a probability above 80%.
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No link in pinned notes
I have an link, which i write in a Note. It works in the note. But if I pin it to the top, it shows only the text without the link. Is this a bug?
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[Feature request] Mail new deal directly to a pipeline - create new deal at stage
It would be great to have dedicated emails, like * consotosocom.pipeline-id.stage-id@pipedrivemail.com for every stage in a pipeline, so we could create a new deal at a specific stage by just sending a mail to these addresses. This would make the integration with other tools easier.
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Chatbot: Track URL the user was on when sending off the chatbot form; Add custom HTML (e.g. for trac
Two feature requests for the chatbot: A) Track and report on the URL the user was on when sending off the chatbot form Right now, we get questions regarding our products via the chatbot but have no way of knowing which product the user means, because the email from PD with the conversation summary does not entail any info…
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Improvement : reduce chatbox instead of closing it
Is it possible to reduce the chatbox window instead of closing it ? Like Messenger on Facebook. Thank you
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Hi ! the formatting of emails within Pipedrive is super basic is it possible to integrate the HTML f
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Bigger Notifications Please
May I make a suggestion. This is kind of my universal thought about all websites. A BIG warning should pop up anytime something is going to universally delete a field. I know there is one...but make it BIG! LOL Thanks. That's all for today. Rui recovered the field for me, but only after a severe panic! LOL
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Workflow automation for received emails
A great feature for the future would be a workflow automation, which creates a new activity once an email with a predefined subject is received. The predefined subject would be easy to implement, since a template can be used for the email sent. Email sent and email received will then have the same subject and the activity…
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Pipedrive new limits
I can't believe now there are going to be limits for simple things. This is so frustrating. The most frustrating one is that Pipedrive removed it's original charts and introduced the Insights, and now are limiting the Insights to 15 charts (omg) Whoever manages those strategies should be removed from it's position.
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Unsubscribe link for emails out of Pipedrive
For GDPR reasons, I am looking for a functionality that automatically adds an unsubscribe link to any email we send for inbound & outbound sales. Is this available within Pipedrive? If yes, how can I set this up? If not, could this be a feature that will be build in the future?
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Overrule the "Sidebar" settings to all users within a certain group
We have custom made a lot of "sidebar" settings, but would love to override the users who doesn't have this sidebar settings. Could you make an option for that?
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Product grand total field for Smart Docs templates
We're moving all our proposals and contracts into Smart Docs, it seems to be (nearly) the perfect solution to provide consistent clean proposals without expecting our sales team to follow a bunch of rules. It gives them firm rails to get a perfectly formatted proposal at the click of a button - which we love. However... I…
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New year's wish: Please stop asking me to rate Jim.
I have a moderate wish at the end of the year on behalf of decency. Can you please stop to asking me to rate your customer service agents after every exchange? That's just so wrong for both sides. While "Jim" may be any number of characters working for PD, they are still people. So am I and our customers. We do sometimes…
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Products and pricing
I would really like for a better handling of pricing on products and also some more fields available on Smart Docs to handle prices with and without taxes, and total price including taxes.
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Feature requests for new Delay beta in Workflow Automations
Hi, Re the new Delay beta in Workflow automations, I have a feature request please... * Delay until condition is met, not just time based delays. Eg delay until Activity Status has changed to Done. * Even better would be the ability to combine, eg Delay until condition is met, or x amount of time has passed, whichever…
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What's Pipedrive? or No I don't want a demo
Have you ever been asked whats Pipedrive when sending a prospect a calendar link? Happens to me all to frequently https://share.getcloudapp.com/nOu9wDRj I would like to edit the name of "Pipedrive" into my company name on the invite link... Please make it happen, development team :)
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Pipedrive Advance vs Professional
Anyone can say if pipedrive professional is worth the money over advance?
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Synchronize two e-mail addresses
Good afternoon to all, For almost a half year I'm using Pipedrive to organize my contacts and get as much efficiency out of my sales. I started my company with one e-mail address (existing one taken over from another business) now I NEED to add a second one. I didn't believed my ears when I heard that even with a more…
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Inconsistent Translation of 'Win a deal': 성사 vs 성공
Greetings, I'm reporting another issue of Korean translation—inconsistent translation of 'win'. In English version, this is what we saw for a won deal. A deal is won and its won time is shown on the left side. In Korean version, however, we have a discrepancy. * A won deal is translated as '성사' * A won time is translated…
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Advance vs Professional?
Anyone can say if pipedrive professional is worth the money over advance?