my company has to rearrange data often as we are a growing industry, and it would be great if when in a pipeline you could hide certain categories that you don't need to be viewing at any given time. we don't want to delete them- but it can get very overwhelming trying to look through things and it would be nice to…
Hi Guys, I'm new to Pipedrive. So far I love just about everything seen. There is one thing I would like to see added. Map View Options. A way to color code the pins. So you know which ones are contacts, clients, leads, and so on. It would also be nice to color code them by visit length. Just as the last time they were…
Hello! Currently, it's impossible to view the total $$$ amount with any given client in a filter view. There's some ability to view the total won deals dollar amount when looking at the Deals page, but nothing yet that allows a user to view the total dollar amount when looking at Organizations. It would be very useful to…
I would like to integrate an automation that whenever I sign a deal as won, this triggers the removal of specific types of activities still pending on that deal (e.g. follow up). You can automate it to add activities when signing a deal won but you cannot remove them. It's kind of weird.
Hello, I was talking with Pipedrive support today about how to setup a certain automation in combination with web forms. In short: I have a webform, which creates inbound leads with DEAL, ORGANIZATION and PERSON. However, we work with multiple persons in the team, and I want to autodistribute those inbound requests: 1st…
It would be great to introduce "Pause / Oh Hold" deal status. Especially during COVID-19 pandemic when there is so much uncertainty and a lot of deals are truly on hold.
Would it be possible to show also the data table under neath from the reports on Insights/Public links? Thank you
I was wondering if we can cap the character limit on the Deal Title and Deal Organisation?
We would like to be able to see product custom fields on the mobile app. Our product we sell is "one-off" for each one, so we use the Product custom fields to describe some aspects of each product. When selling in the field would be super helpful to be able to access that information.
The functionality of the new lead tab is very limited when you try to convert to a deal you can only add some fiels but not all of them.
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