Poderia ter uma função (formula ou outro) para geração sequenciais ou aleatórias de proposta e/ou contrato, principalmente para aqueles usuários que utilizam o Smartdocs
I'm currently evaluating Pipedrive, and one feature I miss is the ability to view Leads as a Kanban board as you do with Deals. For example, I could use tags, where tags are effectively set as the current "stage" of the lead: "Not Contacted", "Reached Out", "Meeting Scheduled", etc. Thanks!
I think a really cool & helpful feature would be to show an icon on a Deal "card" in the Pipeline view, would to show an icon on the card if you have not yet responded to an email. I'm sure that's super complex, but would be a cool "quick view" who do I need to get back to right in your face concept. without having to…
tracking of email should be visible to everyone in the same group or within the company. Without this feature, tracking is unusable.
Dear PD, As a sales manager, I would like to see a further developed 'Revenue' / 'Payment Schedule', plus reporting. Suggestion for Payment schedule: * Copy the Total amount from the Deal Value (instead of manually filling it in) * Give the option to add % of the total amount per milestone (instead of now manually adding…
Is there any way to ensure that emails that bounce/are faulty are removed from cadences?
Any thoughts on adding custom Objects to Pipedrive, somewhere along what you can do in SFDC?
The bulk update feature causes me issues because I can't add to existing, I can only over ride the existing. This is an issue for tagging additional information to a field that already has some values assigned.
It would be really useful to be able to add a field to the organisation details tab that expects a hyperlink. Ideally, it would allow a URL of any length, have the option to add a url name (what appears in the details section) and that URL name is clickable, opening the address in a new tab. This would allow pipedrive…
We've been working on a complex Pipeline process that includes email automation and we've noticed that the email tracking events are only visible to the actual sender of the email. Other team members can see the email in a deal's history but cannot see whether the email was opened or clicked. This is unfortunate as we all…
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