Smart contact data seems very disconnected!. It would be great if there is an option to use the smart contact data that we get from an email or website. a few use cases are- * Create an organization from smart data captured using a person's email address * Use this data to update standard and custom fields on person and…
Bonjour, La nouvelle configuration de l'historique fait perdre beaucoup de temps et n'apporte rien. On ne visualise pas les données d'ouverture, de clicks (...) sur l'ensemble des campagnes mais on doit cliquer dans chaque campagne une à une. Je pense que ça serait pertinent de revenir à une vue globale de l'historique.
Hello.I think it should be possible to have the activities from a project NOT show up in the standard activities list. If we have many project ongoing, it clutters up the activities a lot. Could we maybe have a toggle?
We are interested in collecting feedback from our customers after sending out specific emails as well as in the chat bot. I saw Pipedrive support has this feature in the chat once the conversation is complete.
For my business, that counter with no interaction is really important, and every time we change the owner that counter resets :( I think that an option "not reset counter" could be very useful. Is that possible?
I find the person/organization filtering a little cumbersome, with all the additional clicking steps you have to do. A much simpler/more efficient system would be to have a dropdown at the head of each column where you can apply your filtering criteria - like in a standard spreadsheet filter. I'd love to see this…
I'm actually looking to set the default View to "Activities" because we don't use Notes and rarely go to Pipedrive to look for emails, but because it seems to dynamically pull in emails each time you open one of these screens, the details take 3-5 seconds to pull up, which is annoying. I'm usually looking for the notes I…
Hi! It would be great if I can use my administrator credentials to sign in as any particular user in my org. This would allow for my IT team to troubleshoot and fix any issues with email sync, profile name, profile picture, email signatures, caller and more. We currently have to remote in interrupting our reps whenever any…
Should be able to exclude non-deal activities (e.g. activities in someone's calendar that are not related to deals) from activity insights & reports. You can do this on the table of activities, but when looking at activity growth over time, the numbers are skewed by internal meetings and calls which can't be filtered out.
Hi Pipedrive Team, It will be great if we had the ability to add an icalendar to our emailing, so the receiver can save the event directely to his agenda. Thanks.
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