With Pipedrive, you can specify that details about the deal and/or the contact person should be saved in the Outlook calendar. This is already good but not good enough. However, there is no link in the Outlook calendar to jump from this calendar entry directly in Pipedrive to the right deal or the right contact, in order…
This has surely just gotta be an oversight. It's not available as a column to add! And I sure don't want to create a custom field for it. Absolutely critical that we see product codes in list view.
I can only get the export option when the "Deals" tab is active, however there are some scenarios where it would be helpful to export the "Summary" tab contents to a spreadsheet.
It would be great to be able to automatically share draft emails for shared deals/contacts/etc. In the spirit of teamwork on deals, collaborating on communications is critical. Kinda mission critical for us and oddly absent from the platform.
[ 1 ] It is crazy to me that the deal value is not automatically summed up based on the amount of monthly payments If I have a client that pays $100 every month, and I have infinite cycles, meaning I have no idea when they cancel, the deal value over the period of 1 year is $1200. Not 0, and not $100 (Set recurring amount…
Your Scheduler tool is great but it only allows you to create a Meeting Booking Link for one representative. It would be great to be able to create Meeting Booking Links that connect to the calendars of multiple members of your team. Think of a lead submission form on your website - you want this to connect to all of your…
Hi there, I've seen similar posts requesting for that ability to add multiple users to an activity but no useful responses to the issue. Is the only current workaround to add other users within Pipedrive as contacts so they can be invited as "guests" to an activity? Thanks!
Loving that the Leads Inbox got a revamp recently. I'm wondering if there're any plans for the ability to Merge Leads & to have Lost Reasons (or Archive reasons) for leads? I'm pretty sure I don't have to explain why I'm asking - it's pretty annoying that we cannot merge leads, but have to convert the leads to merge the…
One can add data fields for Persons, Organisations and Users but not for Deals nor Leads. It ought to be quite simple to add such a type to show as a similar "Tag-drop down". We sometimes have a subdeal or two. Currently we have a textfield "Related to" that one can add the deal-ID to. A bit 90s UI to fill in into a…
When converting leads to deals in bulk, no options are provided: It would be nice to be able to set some fields in bulk during this bulk action: owner, labels, custom fields, etc, as seen in the standard lead > deal conversion panel:
It looks like you're new here. Sign in or register to get started.