When I create a list of deals, I'd like to select all those deals and add activities to them in bulk. This prevents the need to click each one, one at a time, in order to create and schedule activities and assign them. HubSpot has this functionality, and also provides a way to "power dial" through each activity view.…
There already exists the option for "total campaign clicks/opens" in the filter search criteria, however there is not one for "unique opens/clicks". These unique clicks/opens are already tracked in the campaign-specific data, so could it also be added to filters? 🙏
Hey all - seen some posts about this in past and am wondering if there are any plans to update the filter logic? Currently, you are limited by not being able to group together multiple "OR" criteria with an "AND" ex. --> (A & B) or (B & C) The only option you have for this is to create 2 separate filters to get this output…
This discussion has been merged.
Hello! We have created automations that worked very well at the beginning, but then they all got stuck. It turns out that this is because it doesn't work with imported leads, but for us, this is how most of our contacts are entered into Pipedrive. We would really like to get imported items to start automating again. We…
I swear this was a feature before. But I had not been importing contacts a bunch before. Now I am doing pretty good sized imports after events, and I need them to trigger an automation I have set up for a specific deal... and it seems imported contacts does not trigger automation??? I am dumbfounded this is even a thing I…
I am setting up Pipedrive and testing everything out. I have created a number of workflow automations which are working correctly for manually added deals. However, when I import numerous deals the automations are not triggered. How can I get workflow automations to be triggered for imported deals?
It would be great to allow the users to sort the data and custom fields as they want on the "Add Person" or "Add Organization" forms. 😁 I need to bring at the top level a custom field on the "Add person" form 😉
I would love to be able to upload all of our project photos and documents and have them accessible via pipedrive. Currently we use the deal number that pipedrive creates as folder on google drive. If upload via pipedrive all the files just go into one folder and there's no way to sort through them other than through…
Hi everyone, It would be great if we could auto-sort activities in Projects, as at the moment we are able only to drag and drop them individually. Or at least if there is a way to set up the Projects visibility for each user in the company, so all of us could at least be able to observe the same order of the activities…
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