Thank you so much again for attending the webinar last week! Your feedback is crucial so that we improve and offer the best product for all of you. As promised during the webinar, posting the answers to questions that we did not have time to take in live. Can I set up an automation to delete activities that are incomplete,…
Hello! Quick Automations PRO tip! 🤖 You can further automate your email engagement processes by checking if an email sent from Automations feature has been replied / link clicked after some time has passed. Example Every time a deal is created, send an email, if email s not replied after a week, send a follow up email…
Hi Community! There has been a recurring feedback that when a user has access to another user items, he should not be able to transfer that item ownership to himself (or any other user for that matter). In order to restrict this action, we have introduced new permissions, which will be released for all accounts by mid…
Hei, Pipedrivers! We’re working hard to improve our Automations feature with new functionalities to help you save time and close more deals, faster. What’s new? We’re excited to share with you all the updates we’ve recently released to Automations: Sequences based on email conditions – Create automated sequences based on…
What: It is now possible to Display files in the lead details Create files linked to leads using public API Link to leads from files in other entity details (organization, person) Preserve file links when converting a deal back to a lead, and also merging leads When: Gradual release to all customers throughout December 2022
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.…
It looks like you're new here. Sign in or register to get started.