I saw this posted as a question a month or so ago. I used to be a HubSpot user. One of the features that I really liked was Snippets. Snippets function exactly like Templates except for a couple of differences: * Though not necessary, you can associate shortcodes with Snippets. So, if I have a blurb that I include in some…
Hi, We need an email disctribution option for automations to be able to select a team as a group and those members receive the communication. Currently not an option. Dax
ca serait sympa de pouvoir boucler les automatisations si la condition n'est pas celle attendue. Pas exemple : 1/ envoie d'un mail 2/ délai 3/1 mail 1 à reçu un retour : Faux alors retour à 2/ délai 3/2 mail 1 à reçu un retour : Vrai alors 4/ mise à jour de l'affaire changement d'étape
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At the moment "smart data search" is scraping for LinkedIn profile (and gmail data), right? It might be a great option to create a deep integration with LinkedIn Sales Navigator: for example to import lead information from LK to PD, update PD with information on the lead selected on LK, sync lead activity from LK -> PD…
We need Insights to show filters on Persons and Organizations. Multiple reasons why. A few are: It's a measurable for staff that they are actively adding new Organizations and People. Allow to see how staff are performing as a group. Data Checking... I could go on and on. Mark
Could you please add a button for Date/Time in the Note field for activities? Often you call ord do a task and need to log what you have done or agreed, because the task is not yet completed. It would be awesome if you could click on a button and e.g. select Date, Time or Date & Time to be inserted. Like e.g.: 20/04/23:…
I always get a little nervous when companies 'tinkle' with the looks and design of a platform. Take a look at this before and after screenshot of a Pipedrive Deal comment feed. Now the comments feed is no longer easy to skim-read down, as all of the text formatting is disregarded in the preview. It looks a mess. How is…
The way the forms work currently when selecting a multiple choice custom field is that if more than 4, it becomes a list you select from. This wouldn't be an issue if you could from this list just select one, however for some reason this then allows you to select various answers, which makes it really hard and fidgety (for…
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