The nature of our business and use case is such that we have multiple pipelines. The detailed information that I would like to collect and reference for each is very different (even for the same contact or organization). We really need a way to have have different custom "details" populate depending on which pipeline a…
Gmail / G-Suite supports sending from multiple domains. However, sending from PipeDrive when integrated into GMail only support sending from the primary domain and allow you to use any of the other domains.
This would be a useful functionality to us.
A lot of our customers loose emails in the junk mail folder, blocked by the IT administrator as junk or simply overlooked. When I make a follow up call I frequently end up resending the original email. It would be great if there is an efficient way to resend the same email with attachments.
Hi there. I use multiple products in each deal. I often need to change the order of the products. But I cannot do it. So I have to rewrite the products . I would love to see the ability to drag a product from one position to another, or an arrow button up or down, to move the product up (or down)one row.
We migrated from another CRM, Close, where we first manually had to enter a lead's email address, and then the email syncing kicked in. I loved the fact that I could work in my normal mail client, wherever I was, and did not have to worry that many of my unwanted emails get synced to the CRM. It would be amazing to have an…
Feature request: one thing I would love to see is being able to edit what shows up in the tiles in the Pipeline view. Our teams want to be able to change this information based on their needs. Any plans for this?
We have 4 different pipes since we have 4 different products. This would be useful to know that Product 1 is the blue pipe, profduct 2 the yellow pipe, etc.
Hello, Our company would like to be able to add sales tax to specific deals. After speaking with Pipedrive we found that the only option we have is to add sales tax to the product itself. However, we only charge sales tax in certain regions. For this reason we would like to be able to add sales tax on the fly to specific…
It would be nice to be able to share filter settings with a single individual in your company account in addition to the private & shared filter settings. With larger companies, not everyone needs access to every filter, but sometimes an entire group of people needs a group filter.
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