Hi, That would be great if there was an option in Pipedrive to give an access to external partners so they can view and/or edit leads and deals that we send them. For example, we are working with a company who is not part of our team and we would like to transfer some leads to them. It would be great if they could have…
It would be fantastic if we could adjust our Calendar Sync settings to have it include some Deal details in the Calendar item that is pushed to our calendars. We have Automations building Activities based on Deal progress. These Activities get copied to Outlook. But then the Outlook item has no identifier. Would be great…
I am looking to import leads on a regular basis, but do no want to add them as a contact/organization until I have qualified them. Is this possible? Seems like when I import the lead they are also added as a contact.
It would be very helpful if we can duplicate actions in automations is crucial. Especially now that we have better support for automated email sequences. The ability to duplicate actions would save so much time if we are doing a long sequence.
It would be great to add Emails directly to Deals, instead of through the sales inbox.
Ola, Seria otimo o desenvolvimento de campos de variação de produtos na hora de fazer a importação da matriz de produtos. Ex.: Variação produto - Moeda Variação produto - Nome Variação produto - Preço unitário Variação produto - Valor por unidade Porem esse campo precisa ser livre, ou seja, que posso adicionar ele varias…
Is it possible to get separate visibility settings for activities? I have a team managing the CRM function that does not need to see sales and activities. I've been able to restrict access to everything that is not an activity connected to a contact. If activities are connected to deals or leads, they won't see them, but…
Hi ! As company's fiscal years are not often from january to december, it would be useful to set the fiscal year of a company on company's setting. This would help us to analyze our insights from July to June for example instead of January to December by default.
Loving the new Leads tab - about time. I was just about to create two pipelines to separate my sales function into warming up leads and those converting that warmed up lead into a client! I have got hundreds, no probably thousands, of Deals that I want to move to be Leads. I reached out to support and was told: 1-Export…
Similar with insights where you can share the dashboard and it updates in real time, be good to have a shared dashboard for projects where you can see when tasks / sub tasks & activities are completed or not...
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