There needs to be a feature where a user can have multiple simultaneous email address. These addresses should be able to be selected at the time of sending. The purpose would be to allow a user to have a private corporate email address and a corporate shared address (like Sales@company.com). Then an entire sales team could…
Hi We use Asana as our projects management to discuss with our clients We would like to use Pipedrive Projects instead But first i would like to make sure that Pipedrive Projects has an essential feature (like all projects tools on the market) : be able to invite clients as "guests" on projects on Asana, we can invite as…
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,…
When selling licenses, the Billing start date must be included on a proposal and invoice. It would be great to have this options under the product tab in Smart Docs.
Hi PD dev team, In recent conversation with your support (Sierra in March and today with Nikolaos) I raised the impact for the (seemingly) simple feature of being able to add Activity (content) to a Deal/Person/Organization report column. At this point in time it's only possible to add activities to do (count) done…
I would like to be able to produce a report based on notes added and completed meeting notes on a weekly basis - this is to give an overview of the sales persons weekly activity. As it stands, we only seem to be able to report on deal/activity progress
Dear PD-Team, while I appreciate the effort you are spending to implement AI features, I see some way more useful AI cases than the ones I am being promoted with. One of them is to extract contact data from incoming mail signatures and automatically updating them on the contact. Phone numbers and addresses could easily be…
To link multiple deals in to one overarching deal would be great! A deal, where multiple deals fall under and all information is in one place.
I think that the left bar of all entities (Organizations, People and Deals), in addition to the General left Menu, should be configurable by an administrator user and not personally. At least, allow the option that regular users cannot change it. In CRM implementation processes that are complex due to the number of users…
See screenshot. The Deal filter needs a 12 months ago Relative date option. This is an option in Insights but not here!
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