Currently, each time a new Pipeline is created the stages entered are all recognized as new stages even if the same stages have been used in previous Pipelines. This means that when you create a report in Insights to look up the same stage across all of your Pipelines, the stages are not grouped and the reporting is not…
I need to be able to report using product categories but am unable to do so. When will this be available?
We are struggling with understanding how much time we spend on an activity/ deal from a company costing perspective of Human Capital. A time tracker would be amazing so you can understand how long specific activities take and how long in total has been spent on the activity, deal, customer etc. Thanks, Michael
How can I attached drive folder to a deal?
If you are creating a document with the new document creation feature, it creates automatically a folder in Google Drive of the organization within the general Pipedrive folder and saves the file in this folder. If you upload a file it will be synced to the general Pipedrive folder without the creation of a organisation…
Being able to see if the client opens an email is huge but I find myself not using the mobile app simply because you can’t see if someone has opened an email. Would this be something that is going to be updated or can be? Thank you
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Hi there, I am eager to explore the new Projects tool but don't yet see it anywhere across the mobile platform. Will this be made available or will Projects only work in the computer platform? Thanks.
Pipedrive should really take a closer look a Suitedash. This app has a lot to offer and if Pipedrive really wants to compete in the full service CRM category then there is a lot of things they could possibly learn from Suitedash. Mostly with the client portal option, hose guys are on to something!
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