I would like to see folders for Automations so they can be organized by topic. For example, I have a prospecting Pipeline and it would be nice to have all my automations relating to that pipeline grouped together.
When we migrated to Pipedrive, I became the owner of all contacts. My colleagues picked up their contacts and thousands stayed with me. It is not manageable for me to have it this way. I have tried to filter in different ways but have come to the conclusion that the best solution would be a user "not assigned". We are not…
Is there any way to show Leads in the Organization view? Currently, only 'Deals' show when I click on an Organization, is there any way to show Leads as well?
Hi, Does anyone have advice if you can use email folders in pipedrive. We are using pipedrive 100% for email. However there are no folder options I can find - so we can't prioritise emails. Any advice? Is this feature being planned? Thanks in advance. D
Hello, it would be great to have more than one email signature. I am the CEO of my company and our subsidiary in Berlin and therefore I need a second signature like in Gmail. Would be helpful. Thanks!
We would like to use Projects to manage our annual client claims (clients typically sign up with is for three or five years and claims are handled annually for each client contract with various documents required in support of each claim period. We currently use Teamwork which allows us to store the various documents…
Hello, I have a suggestion for a function. Our situation is, that we have sometimes quite a lot of people associated with an organisation so it could be difficult to navigate quickly between them. We also have a person custom filed with his/hers position within an organisation. When we are on organisation page, we have to…
This discussion has been merged.
Hi guys, Projects is a very exciting addition to Pipedrive! But there is one thing that hold us to move from our current project management platform to Pipedrive Project and it's recurring task. Those are extremely useful and can't be overlook. Is it on the roadmap to add the possibility to create recurring task to…
When adding a new event from the "Activities" view, in the quick-add window with no details in it, the activity should by default be added to whichever user's calendar you're viewing, instead of defaulting to your own calendar. In general, if I'm looking at one calendar to see where there might be time for an activity,…
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