Hi PD - an extremely helpful feature to assist in the use of the inbox would be able to have additional filters. currently, there are only ones associated with Deals (amongst a couple others), however, none associated with leads. It would be great if you added in a Leads filter as well, and be able to have Leads and Deals…
Hi PD team, I have a question about the option for adding custom extra descriptions for the custom fields in a similar way as you have in the configuration settings As of now, we have slowly passed the critical point with custom fields, and I see that users have problems understanding what is needed and when.
I have a feature request: would it be possible to add an 'Archived' label to archived Leads in the search results pop-up window, when using the search bar in the top header of Pipedrive
I like the Sales Inbox and I have been using it a lot more where I have more projects to manage. But I am struggling with the userface when viewing an email thread, most of the time I dont know where I am in the conversation due to the way Pipedrive opens an email i clicked in the inbox. Sometimes I dont "see" the email I…
Hi all, For those of us setup with Google Workspace alias domains the lack of support is really frustrating - it's basically stopping us moving to Pipedrive. Here's the main thread on that: I've come up with a really simple workaround though - using the smart BCC option in gmail to automatically BCC all emails so they end…
The Contacts/People tab is excellent. However, I wish their image in the top left could be adjusted in size, so it is easier to see their face. The photos are tiny, and often we can't tell what someone looks like when pulling up their contact info. Suggestions: Allow for a back-end setting that increases the size of these…
It would be great to have the possibility to add recipients in CC / BCC and store them in an email template. For example I'm sending all Invoices to my customers using the "Invoice" email template. But I always have to enter our finance deps e-mail address in BCC by hand. It would be great if there was a way to store this…
It would be helpful to have a customized email signature options. We have had a hard time matching our company's email signatures on Pipedrive. We can't add our photos, logos, or social links as desired.
Hello, I have been using Pipedrive for a long time and I have difficulty in continuing to change the status of deals to lost deal, due to the mandatory reason for loss, this significantly delays my management within the tool. It would help me a lot if there was a way to remove this option and leave it as optional!
I understand why this would be complicated to set up but I hate seeing the duplicate notification or even having to correct a person's info across different profiles. They can have separate emails linking them to each business, but at least they're the same person.
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