Click here to see the replay of our 2023 Product Talk Watch our replay of today's session, where we’re focusing on what makes Pipedrive great, and discover more about the exciting road ahead of us here at Pipedrive. Find out more about our product evolution 📈 Get an exclusive preview of our 2023 roadmap 📅 Live Q&A with…
👋 kind community members! We are about to start a project with an aim to introduce new permission into the permission sets. Something a lot of customers have asked for: restricting regular users from changing deal, lead or contact owner. That being said, there is one important question that I would like to have community…
What: Insights users are now able to reassign dashboards they own to other users in their organization. The new owner will gain ownership and editing rights to the dashboard and reports under it. This person will be the only owner. Who and When: Out now for all companies Find out more: Shareable Insights
What does it do? This report shows expected revenue based on the total value of open and won deals, and the time they are expected to be won or were won. For whom? Professional plan and higher. How can I use it? * Track revenue forecast report in Insights cumulatively and non-cumulatively (new!) * Measure results by…
Why? * Tag your colleagues in your notes, bringing their attention to deals, organizations, or contact people. * Collaborate more efficiently so that everyone can keep their work on track. * Comment underneath your mentions or notes, allowing for simple, fast, communication with your team. For whom? All users in all plans.…
Hi community members! I know there is one topic that has gotten quite some feedback during the years in this community and this topic is pipeline visibility. Letting you know that this feature is expected to be rolled out to all during this quarter, in the upcoming months. :) What to expect? Introduction of pipeline access…
EDIT: This research has ended, thank you for your participation! Hey Everyone! 👋 My name is Rui Gonçalves and I'm a product manager for the Workflow Automation feature. Today I'm looking for volunteers to test our new and improved list view. What has changed? The “created by other” tab no longer exists for admin users All…
Hey everyone! I'm Nuno from Pipedrive's product team. We're starting to work on a new capability for Workflow Automation that will add the possibility to set up interactive activity and email sequences, so that you can create playbooks and drip campaigns, and be even more efficient! If you are interested to test an initial…
Hey everybody! 👋 We are planning to kick off year 2023 with an internal product teams meet-up which we want to start off with a Customer Panel discussion: online on January 18th at 11:50AM-12:20PM (Estonian time, UTC+2); with the theme “Getting business value with Pipedrive” (i.e.,how Pipedrive has helped you to reach your…
Manage all your conversations from Facebook Messenger and Business WhatsApp in Pipedrive, keep them organized and connected to your contacts, leads and deals! What: With our new Messaging inbox integrations you’ll be able to: * contact prospective leads or clients, and track your conversations without leaving Pipedrive; *…
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