It would be very nice if a custom field had the option to determine what the input should be. For example, you can indicate that a maximum of X characters may be entered, or that only a number may be entered, or only text, or only tekst in caption.
Required fields need to have indicators visually or audibly so they get fixed as the are put into the database via website or import or however. It only does this when you add one person for example. You cannot save it until it is properly put in. There needs to be something like this for the rest of the database so that…
To be better in predict income forecasting, we use payments feature within deal. But, when I want to see prediction, it is not so comfort. We need to go to reports, we can see report of payments, but when I open deals, there is not "payment" value, but only total amount of deal. Next big thing, that will make working with…
I have created visibility groups where Organisations should be visible to the entire company and the the other Deal, Contacts, Leads and Products for their own group. When I go in to an Organization belonging to another Team, Activities is filtered out and are invisible. But Files are visible even if they are connected to…
Pipedrive is a great CRM for Sales with it +/- compare to Hubspot. I can deal with it in my situation. I'm using SURFE, which is great for importing directly + templates, notes, and enrichments. If we (Pipedrive users) want to sell more seamlessly, then we should be able to access Sales Navigator's insights directly in…
Pipedrive we need this before is toooo late! https://app-eu1.hubspot.com/upgrade/25462105/customer-portals
Sometimes emails to to the wrong deal and when I'm in a deal that has an email that does not below there there is no way to change that email to another deal. Currently it can be unlinked from the current deal but there is no way to put it to another deal. I put it to another deal I would need to search through thousands…
Could you please add the ability to switch an email from one deal to another inside the Deal page or Person page? Ideally, the drop-down would say "Switch Deal" and I could search for or add a new deal from that option. Right now it's a 3 or 4 step process. Maybe even create an option that allows you to move many different…
Hi - it would be really useful if, in settings" I could tell pipedrive when my financial year started and finished (which is not the same as the calendar year. Is this possible or on the list to be done?
Hello, Our team is new to Pipedrive and love the audio note feature within CRM contact records, as well as upon import using the Business Card Reader. It would be great if there could be a way to add a feature/function to Audio Notes that allows you to Tag (@Mention) a person to share the audio note with, and alert that…
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