How do I create a list of sum total (£'s) of deals won by customer in specific time period?
I have created a user defined field "Deal - Next Steps" and want it to show in the summary section. Right now it shows up in details. Is there a way to add or move this to the summary section. Thanks!
Has anyone else noticed that when you use an email template to send an email, the automatic draft save feature blocks your ability to actually send the email for several seconds, and if you are not careful, you can navigate away before it has even registered that you wanted to send the email? This is slowing me down during…
Hi all, As of today ~60 extra companies have access to our Beta for project management. We've been getting super valuable feedback already everyone, please keep that up! Tomorrow we have a one-day event with the project management team where we will roughly secure the roadmap for next year. As soon as we we finetune that…
Hi, all. I stumbled upon this shortcoming with lead import functionality not triggering any workflow automations. Perhaps someone has found a workaround? When importing leads in bulk (import data function), no Workflow automation gets triggered. I was informed by PD support that due to some shortcomings in the…
Pipedrive's email composition always results in my messages being weirdly formatted. It's not a good look as an introduction to a prospect. There are plenty of email automation products that allow tracking when sent through their campaigns, but is there a way to simply send an email within Outlook, have it tracked by a 3rd…
Meaning a custom field that shows if an email has been read or a link has been clicked?
In Deals List view, my eyes have great trouble differentiating between the black and green font colour. Am I able to change the font colours. Is it possible to remove completed deals from the List View, can they be Archived? Thanks
Ours are B2C - no corporate sales. Should I enter my prospects as leads or as people?
I am really liking the updates you guys have been pushing out. What's the status of the API? I can't find any mention of it anywhere. I apologize if it has been discussed and I looked over it. I currently use the main pipeline as a project manager and rely on moving stages to trigger automations using integromat/make. Is…
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