The new Projects feature in Pipedrive is exciting. One suggestion is that when creating a task in a template you should be able to have the same options when you create a task in a project. Right now you cannot add a description among other items. Above: Creating a task in a template below creating a task in a project.
Hello everyone, It would be very effective if I could add the date and time automatically to notes I add to a certain activity. At the moment I have to write it manually and it takes a lot of time. I directed the request to Jorge from the support team. Jorge handles my every request in an efficient and fast manner and he…
It appears that deals which have a payment start date set, but no payment end date, are excluded from the forecast view. This can be confusing or frustrating if the user doesn't know why they are being excluded. Pipedrive will accept setting only a payment start date, which have often done and initially assumed was the…
When you pin a note at the organization level, the contact name from which you got the info shouldn't disappear. You need the info at the organization level, but you still need to know who said that.
The Contacts Timeline feature is great, but it would be a lot more useful if Pipedrive could notify you when a contact needs to be followed up with. For instance, this could be a weekly roundup type email that simply lists all the contacts that are currently red in the Contacts Timeline view. If anyone knows a workaround…
This is request for the Person page (pipedrive.com/person) If an email bounces if should get a gray or pink red label. If an email doesn't bounce and goes through, it should get a green label, sort of like a Twitter Blue label, but maybe more simple.
In Gmail it is possible to select multiple emails by holding the Shift button. It would be great to be able to do the same in Pipedrive. Same for Mailbox.
For both reports, when you click into the details of the reports, the values in the details both show the deal values. Product performance report should show values of the products because each of my deals has multiple products. So when I click the details for a specific product, I want to see how much clients are paying…
Boa tarde pessoal!! Internamente em nossa organização utilizamos o e-mail de configuração IMAP e notamos que não há sincronização de calendário para essa opção. Seria interessante se possível habilitar essa questão, acredito que várias outras organizações também utilizam do IMAP ou POP3 e não conseguem também.
If you are working internationally you may have deals in different currencies. For the insights/reports Pipedrive uses a service to convert the value. But you can not use it in the list view or the filters. So 10.000 Turkish Lire is less then 1.000 EUR or 1.000 USD but when you sort or filter it Pipedrive think that the…
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