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…
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…
Today everyone in the office synchronised our emails to the Pipedrive account. We previously used labels in our gmail account for our personal organisation and then started adding labels to Pipedrive email as well, but we noticed that the labels we created within our account are shared with the whole team. Is it possible…
Hi I would like the option of being able to create a lead from an incoming email (not using the lead booster function). I haven't found yet how to do that. Is this something on the roadmap please? Thanks Purnima
I should be able to add conditions from different data sets. So, if an org field equals this, and Deal field equals that, and contact field is another thing, do this. I want to be able to change a deal stage based on an org field or a contact field. Seems like a straightforward and sensible operation to enable. The issue…
I`ve faced this issue when realised I made my first integration of Pipedrive with Google Calendar with the wrong calendar - all internal events, such as team sync ups and even luches were in Pipedrive activities and those have nothing to do with sales activities. I tried to delete those events from Pipedrive manually, but…
Hi PD - an extremely helpful feature to assist in the use of the inbox would be able to have additional filters. currently, there are only ones associated with Deals (amongst a couple others), however, none associated with leads. It would be great if you added in a Leads filter as well, and be able to have Leads and Deals…
Hi PD team, I have a question about the option for adding custom extra descriptions for the custom fields in a similar way as you have in the configuration settings As of now, we have slowly passed the critical point with custom fields, and I see that users have problems understanding what is needed and when.
I have a feature request: would it be possible to add an 'Archived' label to archived Leads in the search results pop-up window, when using the search bar in the top header of Pipedrive
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