I want to the able to trigger Workflow Automations when the Email Message Count on a person changes. However, it doesn't work because a sent or received email does not count as "Person Updated" trigger for the Workflow Automation. I chatted with Pipedrive Support, and they were very helpful in clarifying why the Automation…
Hello, for my business I send a lot of emails and text messages to current customers and prospective customers. Many times I'm messaging them to confirm their home address. I'm not sure why only "some" fields are an option in email templates and documents and some are not. Please please please just open it up so that ALL…
Our company mainly deals with providing individual solutions that consist of various products, sometimes we have 100 different items in one document. For a customer it is a macabre! Would it be possible to add an option to create product/product subgroups with their components? Below a quick mockup:
J'aimerais ajouter le statut "déclinée" en plus de "gagnée", "perdue" et "supprimée".
I think Scheduler could offer email/text reminders as a feature to ensure prospects do not forget the meeting
Tasks are visible. that is not the problem. However they are visible as an event. And that is a problem. Marking a task done in Pipedrive does not change the status in Outlook or any other calendar.
Please add that each Product shall have the option from attributes each attribute shall have the option to add an amount (if picking this attribute the cost will adjust) Someone shall have the option to see by the deal the Product/s and the attributes listed If a attribute is discontinued you shall be able to disabled it…
This discussion has been merged.
I have requested this for a long time and now one of my clients want to embed the "Propose times" (Calendar booking) window on the website rather than starting a new window and moving from the website. They evaluating moving from this Pipedrive function to a 3rd party Calendar just of this reason. It should work in the…
Hoping someone can help here. I am not interested (at the moment ) in Leadbooster nor am I interested in the Campaigns or Projects which are all paid service options. I would like the option to hide these as they are just eye graffiti to me that I don't want, and, I don't need to be reminded constantly about paid services…
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