Why? * Build automations when date fields values change (Deals, People, Organizations) * Share date-related data from a trigger event into an action event (e.g. "Deal expected close date", a custom Person date field) For whom? * All users with Workflow Automations (Advanced plan and above) What can a user do? * Use default…
An Important Message to Our Community Members As the newly appointed product manager of the Projects feature, I wanted to take a moment to address this matter with utmost importance. Your feedback and continued support are invaluable to us, and I want to assure you that we have heard you loud and clear. First and foremost,…
Hi 👋 I’m a PM at Pipedrive working on the Products feature, and we’ve just started to roll out the new Product Images feature. What will you get with this release? You can now add images to products in your catalogue, so you can: see the image when searching for a product to add to a deal see the image in the list of…
We are excited to introduce the ability to create contact reports directly from inside the Insights feature. See how many contact people or organizations were added to your CRM in a given period, segment them with filters and discover winning patterns. You can find out all the details in our Knowledge Base article here.…
Hello Pipedrivers! ☀️ We would like to thank everyone who attended our recent Maximizing essential features webinar we conducted on November 8th. Your presence and active participation made the event a tremendous success. During the webinar, we received an overwhelming number of questions (more than 200 💪), and while we…
What? Users can understand the status of a given automation execution and troubleshoot it when the outcome is not as expected: * The historical execution data is kept for 15 days for all workflows. * For workflows with delay steps on top of those 15 days, the executions are kept for the total delay period configured in the…
Hey, Pipedrivers! Setting up team processes is a big responsibility and we have now made it easier. If you are company admin, you can now build automations and add to them any users of your choice. They will work exactly like if your team mates have built automation by themselves, including the right email inbox and…
Would you like a better understanding of your team's lead creation and conversion processes? With our new Leads Performance and Conversion reports, you can gain the insights you need to increase revenue and improve your sales process. The Performance report shows how many leads you have created, archived, and converted…
We are happy to announce that this often-requested feature is being released! Find out all about it here 🚀 What: You can make a numerical or monetary deal custom field calculate a value based on values from other deal fields. For whom: Pro and Enterprise users When: Gradual release starting February 2023
Were your customer or team meetings getting disrupted by how often your shared dashboard was refreshing? That is now a thing of the past, because you can now set how often you’d like your dashboard to refresh on the top right of the page, and you will also see when the last refresh happened. This feature is live for all…
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