Hi community, Hope this finds you well. Just wondering if there are any tips for side-by-side Salesbook/Playbook integrations or workarounds for Pipedrive? Context: My company is shifting from Hubspot to Pipedrive and there was this function to create playbooks in Hubspot. I am not familiar if there are such parallels in…
I recently added a new multiple options field on people to be able to track specific types of information so we can segment individuals in various overlapping ways (e.g. lives in DC, works for a nonprofit). I don't know when this new field type was added, but I'm really excited about it! However, I'm not sure if it is…
Hello, recurring events (like weekly, monthly) synced from an external calendar (M365) are not "doable" in the Activities list. They don't show up in the activities list also, they only visible in the calendar view. Would be great to have them at least doable.
If you are synching your emails you can get reports on the email performance. But you can NOT filter the emails which are linked to a deal. I am not interested in statistics on mails from my daily business and from my Grandmother, only sales related email count. And they are sales related if they are linked to a deal.
Hello Pipedrive Community, At the request of PD Support, I'm highlighting a crucial issue for Israeli users: Pipedrive's lack of support for the iso-8859-8 charset, vital for Hebrew emails. This is not a feature request —it's an essential fix for using PD in Israel. I'd appreciate any "comment for the algorithm" please, to…
I'm writing to shed light on a surprising oversight in the Pipedrive mobile app: the complete absence of deal label functionality. This feature, fundamental in the web app, is mysteriously missing in our pockets. Labels are not just decorative; they're essential for organising and navigating deals efficiently. Imagine…
I have various reports that are pulled from both the insights tab and the deals column/list view. It would be convenient to group similar filters as you can with the data fields. That way, it's easier to find similar reports to export and send across other workstreams.
Hi there, would be great to have a possibility to customise the way the user views their dates. Right now, there is only a local standard to choose from (e.g. Czech in the screen shot below), but I don't have an option to view it in DD-MM-YYYY (or other) should I want to see a date with digits only format (without the name…
The label tab does not work on the IOS mobile app. When I click on it there is just an empty list. Can someone fix this.
This is a very odd little issues that has existed for a long time now and has gone completely unnoticed... It appears that the top section of the web form page is made out of a transparent block so when scrolling all the text overlaps each other making the UI messy and hard to read. I believe a quick fix for this problem…
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