We're updating both the iOS and Android mobile apps to include this feature, which has been a popular request :) What? * Manage leads from the mobile app * Convert leads to deals * Use multiple filters to find the right leads * Search for specific leads in your mobile Leads Inbox * Archive and unarchive leads directly fromā¦
Hi Pipedrivers š Iām excited to share some product updates to help you tailor your teamās data based on roles, safeguard sensitive information and enhance your focus in 2024. So, whatās new? Better pipeline visibility controls ā keep your data safe by restricting pipeline visibility to relevant teams and roles Clearer dealā¦
Hey Pipedrivers! Some of you have been testing it already, and now itās official: the Dark Theme, 2023ās most popular feature request in the Pipedrive community, is scheduled to reach all users by the end of January / early February 2024. This is a personal setting for each user, with three theme options: Light Theme āā¦
Organizing fields has become easier with the ability to create custom groups for fields. You can bundle related fields into common categories to make your information easier to manage and consult. Admin users can: create new custom field groups reorder the placement of groups in the details reorder custom fields withinā¦
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 defaultā¦
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,ā¦
Hi š Iām a PM at Pipedrive working on the Products feature, and weāve 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 ofā¦
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.ā¦
Hello Pipedrivers!Ā āļø We would like to thank everyone who attended our recentĀ Maximizing essential features webinarĀ we conducted onĀ November 8th.Ā Your presence and active participation made the event a tremendous success. During the webinar, we received an overwhelming number of questions (more than 200 šŖ), and while weā¦
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 theā¦
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