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Recurring Activities in Pipedrive: Looking to speak with customers for research
EDIT: We have concluded this research session. If you have any comments, please post in the comment section :) Dear Pipedrive community, In case you missed my previous post, we’re currently researching recurring/repeating activities in Pipedrive. This would impact your activity, calendar and list views. We’d like to speak…
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Join our research: how information is organised in Pipedrive [CONCLUDED]
EDIT: We have concluded this research session. If you have any comments, please post in the comment section :) Hi everyone 👋 I am looking to talk to users of Pipedrive about how information is organised in Pipedrive. The topics we will touch in this research are: * How do you find different types of information? * How do…
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Account settings user in Pipedrive: Looking to speak with customers for research [CONCLUDED]
EDIT: We have concluded this research session. If you have any comments, please post in the comment section :) Hi, Community Members! Our user management, more specifically, account setting user feature, needs some attention. :) We’d like to speak to you and understand the use cases and current pains around using this…
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Recurring Activities: Please help us by filling this survey for research!
EDIT: Thank you for your responses. We shall close this survey now. Much appreciated! :) --- Dear Pipedrive community, We’re currently researching recurring/repeating activities in Pipedrive. This would impact your activity, calendar and list views. We know this topic has been mentioned often in the community. We’d like to…
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Share your Smart Docs success story with us!
Hi, community members! My name is Ksenia and I’m the product marketing manager responsible for Smart Docs at Pipedrive. To ensure that Smart Docs’ feature set is well understood by Pipedrive customers, we are looking for a company that is willing to share its Smart Docs usage as a case study to be featured on Pipedrive’s…
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Looking for beta testers for the revamped Sales Assistant
Hi everyone, We are making some updates to the Sales Assistant and Notifications 💡, and are looking for Beta testers! Here's what's new: * All notifications are centralised in one place and it is possible for you to customise which ones to see * Sales Assistant can be muted for the day * You can now get notified about…
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Test the new permission sets prototype! 🚀 (deadline: April 7th)
Hello everyone, We are working on a new version of permissions & visibility. This project will continue throughout the year but as a start, we would be happy to get your feedback on the first prototype to test the direction. You will be asked to complete some small tasks on the prototype, and there will be some questions.…
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Access to "Global search" beta
Hey, Is it possible to have an access to "Global search" beta https://community.pipedrive.com/post/planned-global-search-5ff49bf3bc2597ce16bf105e Thks
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Sales Documents + MS Word/OneDrive open for BETA testing in Advanced and above!
⚠️ Update: Good news, this is now live! 🚀 See more here. ⚠️ ****************************************** Hi everyone! Just to let you know that we are openly accepting beta testers for Sales Documents + MS Word/OneDrive for all companies in Advanced and above. 📩 Please drop us a line to salesdocs@pipedrive.com should you…
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Sales Documents + MS Word - Usability tests!
Usability tests - Want to try Sales Documents working with Microsoft Word and OneDrive? ⚠️ Update: Good news, this is now live! 🚀 See more here. ⚠️ ****************************************** Hi everyone! We have been cooking new features to help you out closing deals faster by automating your quotes and proposals…
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Help us make Pipedrive search better.
Hi, I am Ambar, Product Manager at Pipedrive. We are currently working on revamping search in Pipedrive and would like to know how you use PD search in your daily work . Any feedback, ideas and suggestions are welcome. Our aim is to make more items in Pipedrive searchable, improve User Interface, potentially add some…
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Thoughts about this Community? This is your chance!
Hi everyone! 👋 I am Dolores, researcher in Pipedrive. Our team would love to make this community even more helpful for you, but for that, we could use your help 🙏 Please share your feedback about the Community by filling in this 3-minute survey. The answers are anonymous and confidential. This will help us to prioritize…
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Test out user-experience improvements on the Calendar and Activities!
Edit: This is live for all users and new signups now! We invite you to test out improvements on the Calendar and Activity view. Please fill in your account name and registered email address on this form -> https://forms.gle/Qw1kpS67YQx8KuTM8 What are the improvements? * Quickly access activity information on the calendar *…
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Sales Doc
Hi! I've received an invite to test Sales Doc (directly in my pipedrive account): is it possible to start ?!? :-) Thanks! @Inês Batata
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Quick prototype testing
Hi everyone, We are looking for volunteers who can spend 5 minutes testing a Sales Assistant + Notifications prototype independently. All you have to do is follow the instructions on the screen. If you are interested, then please comment your email below and I will share the prototype link with you :)
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Customer's visits scheduled through Activity & visible by Insight
Hi ! As I want to communicate on dynamic screens, it would be really nice to inform my colleagues of next customer's visits in the plant by the Insight view !
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Hey Guys, i'm looking for an alternative call feature that's a bit cheaper than the pipedrive call f
Hey Guys, i'm looking for an alternative call feature that's a bit cheaper than the pipedrive call feature it's self I have 5 guys and they all need one.. Do you guys know how i can save some money and get a good one that records conversations inside of activities automatically.I need one that docs the date and time of…
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Invitation to share feedback on the Sales Assistant
Hello everyone! Evelina here from Pipedrive. We are currently working on improving the existing Sales Assistant feature, and are looking for users to give some input. If you would be interested in sharing your feedback with us, feel free to book a 15 minutes call at your best convenience here. Thank you in advance.