Pipedrive not having the ability to have recurring activities in a deal is completely unacceptable in a CRM. Users should be able to have multiple recurring activities in a deal. This is a core function of any CRM.
Formula fields are necessary for products for calculating Margin for example
I don't find the current comment on notes system user friendly. We have long notes which we have to scroll down. Often you can forget to select the expand comments arrow so you have to scroll back up to get it, then scroll down again. I often collapse the note instead of the comments. I know it's not easy to find the…
It will be really convenient if you could add the Notes field in the Report section. It helps us to visualise the Notes along with the other data fields such as update time, next steps , deal value etc. For Generating report note content should be added in the insights report section. Exporting the notes or individually…
The business case would be something like this: 1 - Campaign about a new product sent --> 2- when a person opens/clicks in the links of the mail --> 3- Automatically send a personalized mail engaging with him Of course, this might be extremely intrusive but if you delay step 3 by a few days and that engagement mail has a…
We created a webform in PD which links to our "get a quote" form on our website. One of the fields is "departure date" and has to be completed in UK date format, for example 05/02/2025 - 5th February 2025. However, when we receive the webform email notification from Pipedrive, it's always in this format 2025/02/05 and we…
I often leave notes I want my whole team to read. At the moment it is time-consuming adding each team member individually eg @bob @fred @karen especially when team members have same first letter and I have to choose them from a list. If you have 20 notes and 15 team members, it gets tiring quickly. It seems like it would…
It would be great if there was a way to create a template in a project that extracts information from all deals linked to that project, and the persons linked to those deals. We work with projects that are linked to 10-20 deals (linked to 10-20 persons) and need to generate data from them within a certain project.
Hello, I made in Contact "required field", but it doesn't work. When I'm trying to make a new Lead, where I need to fill as well information about the Person/Contact, so it lets me go without writing down the "required fields". Thank you for your answer.
I was wondering if there is a possibility to filter activities connected to deals with only activities visible where the last email sent is later than the last email received. That is indicative that I am waiting for feedback from the contact and it might be worth following up. Also this could be semi-automatized with…
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