In such a way that we can talk to the customer about the products purchased.
I understand there have been past talks about adding tracking functionality to Gmail, Outlook, etc., so that emails opens could be tracked when sent from those apps and not only when sent in Pipedrive. Would anyone know if there are any new developments in this area? Thank you!
Suggestion: The "Deals" and "Leads" should be in the "Focus" section
it seems strange that I need to bulk convert my data as excel and then import it. that is something that should be native to pipedrive does anyone else feel like that?
So the new workflow automation is really awesome! it would be really helpful if we could have it trigger a webhook action as well.
I discovered Projects last week and seemed to be a perfect solution for our use case but I've just found that Projects lack of webhooks support. What's the ETA of this feature?
Hello, There is no endpoint to update variation by the API (). It's only possible to get a product with its variations. To mass update yours prices in our more than 15000 products, it's complicated... Is it possible to add endpoint to make it possible ? Have a nice day 😉, Ségolène
It has been identified there are two different prompts when adding Products to Deals. In the first prompt, you are adding a deal using the pop up box. The button to attach products in the pop up is clicked and the line item data field appears, however you have to start type at least first 3 characters of the product name…
Please add a List view option to the ‘All templates’ screen for Smart Docs. Many of our templates start a with standard prefix and the (only available) 'masonry' view truncates nearly all template names. This makes it difficult for our users to ascertain which template they want to use each time, and requires them to open…
It would be very useful if loss reasons could be configured by stages on each Funnel. So that if the deal is lost in a certain stage/funnel, certain lost reasons shows and for another stage/funnel the loss reasons shown are different.
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