This discussion has been merged.
We have recently discovered a major breach of confidentiality with syncing emails, and the workaround involves setting up numerous folders to choose which you want to sync with Pipedrive. This is a bit of a hassle with Inbox folders but a real problem with Sent emails. Either all sent emails appear in Pipedrive or none.…
Extremely simple to set up for Pipedrive. Connectors developer dashboard - Outlook Developer | Microsoft Learn Register New Connector (office.com)
1.- For pipelines that it has too many stages, let's say over 10 stages (and when it is not negociable ):, to have the ability to spread the view with a horizontal scrolling at the button will be very useful, other wise it is looking very weird like: 2.- In the last case, present a better solution to show the names of…
It doesn't look like custom fields are available to use in automation triggers, unless I'm missing something. I.e. I want to use the deal contact person's country (which is a custom field on the Person) as trigger.
There is constantly a dot taking my attention when I look at the menubar. When I click on for example Projects I cannot remove the alert or better remove the project button as I am never gonna use this feature. Same applies for Campaigns. The dot indicates that there is an alert for the section but there is not. Only…
Currently when viewing the lead details it only shows 1 phone number even if the contact has more. I'd like to be able to know there are other contact numbers for that person available and even dial them right from the lead.
Hi - love pipedrive. But we need white label. Talked to Pedro in support - very helpful - and he says this is not available. Are you planning on developing this and when would it be ready?
Good Day, I would like to have the automation function to send an email to the participants in the deal. This category exists on the deal and the data is there, I would like to be able to select the option when building an automation to be able to select from the participant list. This way I can send a deal to all of the…
Hello, I do most of my work out in the field, but I use my laptop as well as my tablet and phone. I like how there's a GPS/map feature on the phone, but not on the computer/laptop. This would aid in my scheduling and routing my days when I'm at my computer scheduling my next week(s). Thank you
It looks like you're new here. Sign in or register to get started.