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New: Mentions and Comments for all plans (web app + mobile app) 💬 💬
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.…
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Leads Inbox can now be sorted by column
A highly-requested update in the Leads Inbox is live! You can now sort your leads based on any of the available columns, giving you more control over how you see your data, helping you stay organized your way. Expect even more Lead Inbox improvements in the upcoming weeks. Get a complete overview of Leads Inbox here.
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Planned: Video-call integration for Scheduler in all plans 🎥 📅
Scheduler video call links are generated after the invitee has confirmed a meeting slot on Scheduler. How will it work? * Automatic video call links will soon not be just for manually created activities anymore, they're around the corner for Scheduler-generated activities too! * Have both Zoom and Microsoft Teams…
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Planned: Global Search 🔎 💫
Prototype. Final version may look different. We are improving the way our Search feature works and looks, to give you a smoother and more thorough experience: * Search look-and-feel will be improved * See recently modified, viewed and added items * Differentiating between similar search names will become a lot easier with…
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April's New Apps Spotlight!
Check out the 4 new apps featured in this month's App Spotlight. * CallGear - allows you to divert calls to responsible employees, see who is calling or create a new lead card automatically. * FormCrafts - helps you create and share smart lead generation forms. * Scrive - helps drive sales velocity with integrated…
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❗🎥 In Case You Missed It - Here's April's Update!
https://pipedrive.hubs.vidyard.com/watch/1xRfKi9hSwxsP7kAAYzwQ6?In case you missed it - Pipedrive has made a load of improvements to Leads. Not only can you send emails directly from the Leads Inbox, but you can control visibility of your leads for you or your teams, attach multiple notes, and import custom fields. 🔎 Want…
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Now live: Sales Documents to get unbranded Sending and Signing 🧹
🚀 Update: Good news, this is now live! See more here. 🚀 What? Remove Pipedrive branding when sharing documents and requesting e-signatures. For whom? Professional and Enterprise plan. How will it work? * Sales Documents' public links hide the Pipedrive logo and the ‘Try it free’ button. * Pipedrive logo is removed from…
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New: Smart Docs for Teams + unbranded Sending and Signing 📂 ✍️
You may have noticed that... * The feature Sales Documents is now called Smart Docs. What new things can I do? * Easily share Smart Docs templates in Pipedrive, with ‘edit’ or ‘use only’ permissions * Use Permission Sets to restrict regular users from adding their own templates * Use Sales Documents ‘company settings’ to…
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Now live: sharing Insights internally
⚠️ Update: Good news, this is now live! See more here. 🚀 --------------------------------------------- Increase team alignment by allowing users to share and access performance overview internally. For whom? All plans. How will it work? * All roles (admin+regular user) will be able to share their dashboards with other…
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New: Visibility groups for Leads in all plans 👁️ 👁️ (gradual roll-out until end of March)
Why? To provide more data security for leads, users can now define who can see each lead by using visibility groups. For whom? All users in all plans who have Leads Inbox. How does it work? What can I do? Default visibility settings for Leads will be: * Essential + Advanced: Entire Company * Professional + Enterprise:…
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New Workflow Automation action event: Add Product to a Deal
You can now use Workflow Automation to automatically add one of your Products to a Deal as an "action event" to save you valuable time and prevent repetitive work. Common Workflow Automations to set up with this action event: * Add a product when a deal is created * Add a product when a deal is moved to a specific stage in…
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March's New Apps Spotlight!
Check out 5 new apps featured in this month's App Spotlight. * LabelCall - Highlight your brand with a personalized approach and make your clients feel welcome. Provide an individual experience for your customers. * LinkPort - Import LinkedIn contacts to Pipedrive in a click. Save hours from manually copy-pasting contacts.…
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New: Community notifications and Product updates in Sales Assistant 📝
What? We've made your life easier and now you can keep track of what's going on here in Community without leaving Pipedrive, including product updates: they will show up as notifications in your Sales Assistant (SA). For whom? All plans, all users with the new Sales Assistant Beta enabled. How does it work? * Community…
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New: Insights can now export all report fields at once 📊 🧾
Another great step forward on Insights: you can now export you report's data into a spreadsheet all in one go. For whom? All plans. How does it work? * for Deals and Activities reports * select and unselect the fields you want * click Export If you can't see the Export button, clearing the cache and cookies in your browser…
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🎥In Case You Missed It - Here's March's Update!
https://pipedrive.hubs.vidyard.com/watch/UaGW7SCcy1h8S3v1gpgFwC?In case you missed it - Pipedrive now has email sync connecting to your Leads in your Leads Inbox with more email functionality coming to Leads very soon. 🔎 Want more details? Read all about it in our blog article: * 🇬🇧 In English * 🇩🇪 Auf Deutsch * 🇪🇸. En…
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New: eSignatures available in Professional trial accounts ✍️
https://pipedrive.hubs.vidyard.com/watch/msXXTeYAU1BLh3YXfFtHxC?In addition to paying customers in the Professional and Enterprise plans, now eSignatures is available for accounts in trial with Professional plan selected and valid billing details entered. So now you can play around with eSignatures before you decide that…
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February's New Apps Spotlight
Check out 4 new apps featured in this month's App Spotlight. * Demodesk - allows you to connect Pipedrive with 30+ other services for free. Apiway is a free alternative to Zapier. * Kara.ai - an appointment scheduling CRM that helps you create appointment with your prospects. * Poptin - allows you to convert website…
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Required fields update 🚀
Since this week you'll be able to set wether certain fields are required when marking a deal as won or lost. This update will help make sure all necessary information is there when closing deals. Read more about required fields here.
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🎥👀Pipedrive Academy Highlight: New Web Visitors Add-On demo is live!
https://pipedrive.hubs.vidyard.com/watch/bEVTJYKShYzTBrdubgqChE?In this video you'll learn how to use the Web Visitors add-on to create custom segments of engaged web visitors so you can cater your outreach and make a lasting impression. 🧠 To see more how-to videos like this and even get video demos of upcoming feature…
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New: Link Emails to Leads 🔗 📩
What is it? * Email linking to Leads in Email Inbox * Smart BCC for Leads * Auto-linking email for Leads For whom? All plans. What can I do? * View your previous emails exchanged with a Lead * Link your existing emails to your existing Leads * Automatically link email messages to Leads (also works with Smart Email BCC)…
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In Case You Missed It - Here's February's Update!
https://pipedrive.hubs.vidyard.com/watch/eo4EhjmzdFFwNF5QWj9MXx? In case you missed it - Pipedrive has new and improved Goal tracking in your Insights including revenue-based goals plus more! 🔎 Want more details? Read all about it in our blog article: * 🇬🇧 In English * 🇩🇪 Auf Deutsch * 🇪🇸 En Español * 🇵🇹 Em Português
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Now live: Email Sender Name Editing in Sales Inbox 📮
⚠️ Update: this is already live, learn all about it here. ⚠️ ______________________________ Currently when sending emails from Pipedrive, users cannot edit the name that appears in the "From” field. We hear you and know this has been causing you frustration, so we're working to change it! Instead of sending an email as:…
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New: Edit your Email Sender name 📮
What can a user do? Good news! You can now change the name seen by recipients when sending emails from Pipedrive. For example, your job title, your full name, nickname, etc. Note that this feature isn’t available on Microsoft services, as unfortunately Microsoft servers don’t allow to edit the sender name. You can use this…
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🎥👀Pipedrive Academy Highlight: New Insights Tutorial is here! (with Goals)
https://pipedrive.hubs.vidyard.com/watch/CXW1KFEbWtagUGgR5Bohb8?Insights has been rapidly improving as you all probably know. With the Goals feature brought back into gear it was time to refresh the tutorial video on Insights. I hope this helps many of you who are getting into the swing of the new reporting system. 🧠 To…
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New: Automate your Leads with Workflow Automation 🤖
Example of possible Lead automation workflow What? Set up automated processes for your Leads, like engagement and qualification, as well as making sure you convert your Leads to Deals or archive them, free of manual admin work. For whom? Advanced plan and higher How does it work? You can now use Lead-related triggers and…
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Leads Inbox gets Custom Fields in all plans 🛠️ ✅
The most asked-for addition to Leads is here: Custom Fields! It's live for all Pipedrive plans starting today (September 21st, 2020). 🤔 How does it work? * Create custom fields for Leads in Settings > Company > Data Fields > Lead/Deal * Add, change or delete the values in the fields * Editable types of custom fields (for…
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Planned: emailing in Leads 📨
Prototype subject to changes. We are proud to announce that we are building the possibility to send and receive emails without leaving your lead view, and also to link emails to leads. This way never you'll never lose the context of your work and all the emails are transferred once the lead is converted to deal and vice…
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New: Forecast Goals are live for Professional plan 🔭 🎯
* Professional plan only * New goal type “Forecast” is introduced * Shows cumulative results of open and won deals * Won deals are shown by won time * Open deals are shown by the expected close date * This goal is measured by the deal weighted value Learn all about Goals with: * our Knowledge Base tutorials * our blog…
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Planned: visibility groups for Leads in all plans 👁️
Visibility groups in Essential and Advanced Visibility groups in Professional and Enterprise In our continuous effort to keep Pipedrive as instinctive as possible, we are working on one of the most requested features: giving Leads visibility settings, just like Deals have. Currently Leads are visible to all users in your…
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New: Note Scanner for Android mobile app live this week! ✍️ 📲
Pipedrive Note Scanner for Android What? For those who like to take notes with pen and paper, Note Scanner allows you to transcribe your handwritten notes or print documents into Pipedrive! How? * Click the Notes Scanner button in any Note view in the mobile app. * Take a picture of your writing/printed text. * Notes…