Dive into Pipedrive’s planned AI advancements, CRM improvements and new features.
In the user management feature, under the deactivated users tab, it is now possible to permanently delete deactivated users. What exactly has changed? It is possible (after user has been deactivated) to delete the user entirely from the account. This means, the user's personal information (name, email, profile picture,…
Starting from the beginning of March, you will be able to select more data for your report table list views. What has changed? By navigating to the report table view and by selecting the gear icon next to the table, you will be able to also select: For Leads report tables, can add contact person, organization, deal fields;…
You can now assign custom colors to different fields inside reports. These colors remain consistent, so reading and comparing different reports is easier. You can learn all about it from our knowledge base article here. This feature is gradually rolling out to companies throughout November 2023
What: you can now further plan and organize your emails by adding, editing and deleting tags from your emails in your Pipedrive email inbox When: rolling out to all companies now, with full availability planned by June 2023 You can learn about this feature in our Knowledge Base article.
Hello Pipedrivers! ☀️ We extend our heartfelt gratitude to everyone who participated in our recent webinar on "Using Automations and Insights to grow your business" held on February 20. Your active engagement and presence greatly contributed to the success of the event. Throughout the webinar, we received an abundance of…
We’re happy to start the year with an update to the Insights feature that adds several incremental improvements: Percentages: See the percentage (%) values on Pie charts and Scorecards. Increased segment size: Segment count has been increased to 20, including Pie chart sectors. Time units support for duration options:…
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 from…
Hi Pipedrivers 👋 I’m excited to share some product updates to help you tailor your team’s data based on roles, safeguard sensitive information and enhance your focus in 2024. So, what’s new? Better pipeline visibility controls – keep your data safe by restricting pipeline visibility to relevant teams and roles Clearer deal…
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,…
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