We identify our client's location to better qualify them and offer them a better service. For this, we're using a free text field "Country ISO" at the moment. This brings different results - as we do not have a pre-existing list of countries and their ISO2's at hand, the entries may be GBR or GB, or US or USA. A dropdown…
The Lead Inbox is a great tool to declutter our pipelines. So, can you please figure out an easy way to move early stage deals, that were basically acting as leads, over to the leads inbox?
We are looking for ways to automatically push leads into PipeDrive from other sources (other tools), not via an import, but via an API of maybe even Zapier. Is this already possible. If not , are there any plans to add this?
So, I've seen today that our beloved reporting dashboard is being replaced with insights. Unfortunately, these are NOT offering the same features, and we are now going to be losing one of the most important tools that is one of the core reasons we chose pipe drive in the first place. Let me explain: In reporting for ANY…
Hi! We have a financial software and we have created a feature to integrate different sources of information into the app by embedding graphs or dashboards. When embedding Pipedrive's dashboard there's a big header that uses a lot of space. It's like a big add of Pipedrive. It would be great if you remove that header so…
My request for change „ There should be a choice: import with multiple choice fields => add or overwrite“. Actually it is always an overwrite.
The e-mail scheduler feature - to choose a time when the e-mail is going to be sent, would be very helpful. This is for replying to one-off prospects from campaign but abiding to their timezone. The second feature i would like to use for scheduling webinars where multiple people need to click and schedule the same time…
It would be very helpful for us if there is the options to create our own folders under Leads. Where now there only are folders based on activity or archived, it would be great if we for example under archived could create our own folders so we could organize leads which didn't turn into deals at the moment. Besides I have…
Currently you can go onto User Profile (top right) and view the last 100 or so updates for any one user. However if this facility was expanded it would allow a manager (like myself) the ability to check on employees to see when and what they are doing throughout the day on a daily / weekly basis. I would like to suggest: *…
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