It would be great to add files in the Leads Feature. We tend to find leads from data mining and link the PDF files to the project for proper tracking. Currently we can only do this in the Deals feature, which is forcing us to have "leads" in both areas.
Currently it is possible to reorder the labels list native to both Deals and Contacts - when you hover over a label in the labels pop-out menu, you will see two horizontal lines next to the 'tick' which will allow you to re-order the labels as you see fit. However, in the same labels pop-out menu in Leads and Projects,…
Ideally the embedded forms would not be served via iframes, so users could style elements via CSS. Hubspot, Activecampaign manage this but if that too large of a tech requirement better controls over colours in embedded forms would make a lot of sense. At the moment there is a global label colour setting in the styling…
We used to regularly cleanse our data by removing people from our database who had set up auto replies if they had left their role. But now for some reason Campaigns has chosen to filter out auto responses so we are unable to do this. It would be of great value to our business to have them back or at least have the option…
It's gonna be great and awesome if we had the possibility to link more than 1 contact to a deal. For a SDR's department it's really essential. In our day to day job we have to reach out several people in one organisation to trigger a conversation :-)
Hi dev team, Please can you look proactively sending out messages to contacts via Whatsapp Business / Twilio in the Pipedrive platform. I appreciate the responsive capabilities in the lead gen section. We currently use Front and prefer to use Pipedrive for everything. Separately, to respond to Whatsapp Business message in…
Can we use our own html and css for our web forms and submit the data to Pipedrive when a user submits the form? If so, how can this be done? Thanks.
Inside an automation action, I would like to update a deal field to a date PLUS X days. For example, for my custom field "Payment Date", I would like to always get the date of the field "Expected Close date" plus 60 days (for a type of deals). Right now, the automation only allows updating the field value to "In 2 months",…
We are continuing to have problems with emails getting linked to the wrong Deals, which is hugely affecting our work. I understand all of the rules of how this happens, and I am also aware of how to Unlink them. However, the big issue that we have is that only the Sender/Receiver has the authority to Unlink the emails. As…
Currently, Pipedrive offers various filters for the email inbox, such as unread emails or emails linked to an entity. However, a useful addition would be a filter to identify undelivered emails—those that failed due to an invalid recipient address or other delivery issues.This feature would help users quickly spot and…
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