Hi All, It would be great to have a feature that allowed you to send group follow-up emails in the same thread. :)
Hello, Not sure if it is a common problem or not, but I really dislike the way to report inaccurate leads. Let's say you have 100 leads to go through in a month. You have to wait ca 5 minutes to see if an individual email is correct or not- if it bounces back or not. My suggestion is to make it possible to somehow…
Need to be able to forecast revenues by product. Add a field for frequency on each product line. Allow user to choose each product as: one time, weekly, bi-weekly, semi-monthly, monthly, quarterly, annually, and ideally custom frequency like every X weeks, every X months. While you're at it allowing each product to have a…
This discussion has been merged.
Pipedrive to have its own calendar sharable and visible with team members, where won deals could be added to the calendar automatically etc via work flow automation. Outlook sync doesn't really work for our set up - therefore we are paying anther 3rd party cloud based calendar - Team up.
Hello, I'd like to suggest enabling appt limits to the schedule. I've used a couple of other booking systems that offer this, Acuity as well as a white label version of HighLevel. Essentially once we have a certain number of a specific activity on a given day, the schedule no longer lists that day with availability to…
Please allow us to opt out of copying documents to a Pipedrive folder on Drive for editing in Google Docs. It kills the entire approval and version control routine our team is setup around. Just let us reference the source files and edit those, please! :D Ideal Workflow * We attach a document to a deal, the source file is…
Hello there, we are a company selling heating systems B2C. A heating system always requires a third party installer as well, so for every end-customer, we also have to find a partner company of which we have several hundreds to chose from. Pipedrive makes it really hard to find organizations that are within a certain range…
I started using PD for a few months now with my HK team for international sales. Now I wanna adopt it with my China team, just wondering if it works in China?
All of our users have to be able to access every Organization and person within it. That means anyone can change or delete an activity or contact information, even if they are not Admin or the activity isn't assigned to them. There's no way to see who did it or when & the information is just missing and can't be retrieved.…
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