Would it be possible to have a test account (eg. separate to my admin account, so I can view changes as a user) and an admin sandbox area for developing and testing set-up updates before rollout. NB: I know there is a developer sandbox area, but I'm talking about something an admin can use for testing new set-up changes…
Hi there, It would help a lot if I could sort lists from A-Z. For example: Projects > list. There I would like to sort my contact persons and/or organisations from A-Z. Would that be possible to add? Thanks in advance!
Currently, the default activity type is a "Call". I would much prefer the default activity type to be a "Task". This would save a click every time I create a new activity.
I'm using the relative period filters to see all deals won by each owner "last month". I want to see the same figures for the last 3 months too. eg. "last month" currently shows October won deals, and I want to see combined figures for August, September and October. Is there a filter that can do this? The relative period…
The deals total values at top of the pipeline view have been switched off recently. I now have to click to view. Seeing this info at a glance was very useful to me, and I can't see any obvious benefits for hiding this info. Is there a setting for me to switch it back to permanently visible? Or can this change be rolled…
Are you making the most out of your calendar? For sales professionals, time is money, and a well-organized calendar can mean the difference between hitting your targets and falling short. In this training video, we demonstrate practical strategies for optimizing your calendar in Pipedrive and achieving more with every hour…
Hi, In outlook and other email clients it is possible to send email with a high priority flag. I couldn't find that option in Pipedrive, so would like to know whether it is available and hidden behind a setting or PD does not support this. Thanks, Paulo
Hi All, I'm relatively new to Pipedrive. So far, things are going well, but today I've experienced several short-term outages. For example, sometimes when I try to view People or Companies, I am sent to a "Something Went Wrong" page. Also, when I enter an address, the system freezes as it tries to search for and GEO-verify…
Hey there! I was curious to know if there was a way to simplify the format of the Pipeline? For example, I really like the separate Pipelines but I wish the information was a little more compacted like the in "List" section of the interface. I have a very fast moving job so sometimes I have a build up of deals I need to…
I'm interested in learning how to create a deal report that shows number of deals closed by month and also includes comparison to a goal, so having a goal of closing 100 deals per month and being able to see how you did in relation to that goal each month, thank you!
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