I'm using the Related Organizations feature to build out a complex organizational structure (20+ components). It's not very workable for large structures, with 10+ s load times for each org search and common hanging issues. A few ideas: Filter currently selected Related Organizations from the queryset Multi-select…
I have a company with <5,000 entries (contact + org + deal). The tables constantly reload on scroll, and I've found it easier to export + re-import to do bulk edits. A front-end cache would improve common-case user experience. Guard rails on the max size would fall back to current usage for large-database users.
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Hi, what do you think about being able to bulk edit tasks within a deal rather than going to the activities screen. I am not sure why this is not an option. Also, and I have mentioned this before - pinning a note as you save it rather than finding the note after you've saved it and then pinning it.
Option to duplicate reports. For example: create a report for this month, but want to create for last month. If the option existed I can used my already created 'this month' report, duplicate, and change the date entering stage to last month, etc.
Boa tarde, Hoje percebi que para cases bem específicos de algumas empresas há uma necessidade de uso do Add-on do Pipedrive dentro do Gmail (https://www.pipedrive.com/en/marketplace/app/pipedrive-for-gmail/23dd8a34f46e775c). Base de conhecimento: https://support.pipedrive.com/pt/article/pipedrive-gmail-add-on O que não é…
Hi, it would be nice, in addition to the mail counter, to add which mail contact opened the mail you send (not just how many time it was opened). Really interesting when you have multiple recipients, or one recipients but many in cc. Thanks, cheers !
I would LOVE if Pipedrive could enable us to mark off certain days on the calendar for holiday/vacation/sick days. This way I don't set myself or my coordinator tasks on days we don't work. I've mentioned this a few times, but I know it takes more people to make a difference. Hope there are other people that could benefit…
I'm using projects and our team is loving it. One challenge we are facing is when we add tasks using automation, that we cannot assign the phase to the task and it gets added as unassigned. Is there any way to do this? If not, it would be a great enhancement to the new project feature. Please upvote if you agree. Thanks -…
We are a startup with a hand full of people that runs on pipedrive. I.e. we use pipedrive (professional) at the core of our business for CRM, sales forecasting, project management and email marketing. Pipedrive has been recommended to us as a startup friendly alternative to HubSpot. We have the following pain points with…
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