Hi Team- I know this may or may not be a possibility, but I thought it would be helpful to pass on to your developers for consideration. I have many stages in my pipeline that Im developing, and I have 4-5 words describing each to help me keep track. But with so many stages on one screen, the titles are cramped and…
The project tasks really need custom fields to be more valuable. As an example I often work with contacts outside my own firm and would assign tasks to them. Even if it is not a full blown PM system with the intent to have outside users interact with it, I still need to assign tasks to external users. A "People" field…
Would You like an activity to be able to attach a file/document?
Hi, Currently, there is no elegant way to report on the sales value of a 'type' of product being sold, via Insights. It's possible to build a report filtered by specific list of products, and it's possible to show the value of those products in a pie graph, but you can only select the Product field - you cannot select…
The option to add email addressess that can be used as a "SEND FROM" email address by any users or defined by user group. These could be configured with a SMTP server (for instance we use Postmark). If we wanted an email to be sent as sales@ or team@ for instance and anyone can send using that email address. Also allow to…
We have partners whose sales teams are inputting digits other than just numbers into phone number fields. This not only effects data quality but it prevents VOIP phones from calling the number. It would seem sensible to add some verification to the phone number field that it is, in fact a phone number. As a starter we…
In the person's page, call logs are automatically entered because of our phone integration. However, there seems to be no way to modify to whom the call is associated with. If an organisation has multiple people, that all call you from the company's main phone number, the call logs get associated to anyone of the people,…
The default duplication rule on contacts (name + any of primary email, phone number or organization) does not really work for us, since we regularly update contacts from their submissions of registration forms. And people misspell their names surprisingly often. They rarely misspell their email addresses though, because…
I already posted this as a comment to another suggestion but just to be sure it gets noticed :-) It would be really great if the field Related Organisations is made available in other parts of Pipedrive. Currently you only have access to this information on the Organisation Detail Page and not having it on the Organsiation…
Pipedrive Campaigns does not allow to create a public link to share them (in a social link or just to make sure people can read the content). It would be great to add that feature
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