It is currently not possible to add Products to Leads, which seems strange to me as Leads become Deals and Products are integral in Deals. For our company, when we identify a possible "Lead" or opportunity, it is identifying somebody who might be interested to buy a Product, so having the Product connected to the Lead is…
We feel pretty limited with the few colors :)
Hello! It would be nice if the website is available for users in different countries to be able to use web-forms and chat in different languages as well. These should recognise the language of the person using it to show them the fields according to their language preference.
You should never create a contact (person) of yourself or other users or colleagues. This would cause dangerous situations because of the email sync. But this is not the topic of this suggestion. I would still like to Cc other users in emails without typing the entire email address. Other users should automatically be…
Tip: Modify the colors of lost deals in the sales funnel to light red for better visualization (just as earned deals are visible through light green)? I really believe it would make it much easier to visualize the deals in a sales funnel.
When in the merge records section and there are many groups of suggested merge records allow to select each grouping and then merge all the groupings in a batch rather than going through each grouping and hitting the merge button each time.
Hi PD developer team, would be nice to have an option to define text fields (not drop down or multiple option) to be save with Capital Letter, you can write "demotest" or "DeMOtESt" or whatever you want, at the end should show "DEMOTEST". Many users write person or company names as they want and databases are a totally…
Hi there, I have spoken with support team already, this feature is not yet availbale. Wouldn't it be great to share the Email Campaign 'Overview' via PDF or PNG? Not everyone on our team (external marketing team) uses Pipedrive and I would like to share the results of an email campaign with them. The Overview has all the…
Here at my company, we work with products. It would be great if we could set goals for each product to be monitored by our managers
Our Landscape company uses custom fields in the Organization to populate billing information once a job is awarded. At the WON stage is when we would populate those fields. Currently there is no option to set required fields within an organization other than at the time of setting up the organization. We use Pipedrive's…
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