Admin users can save time and trouble by sharing and setting up automations for other users directly. This feature is rolling out throughout August 2023, and will be available to all companies on the Advanced plan or higher. You can find out all about it from our Knowledge Base article here.
Hello everyone! āļø We wanted to extend our heartfelt gratitude for your participation in last week's webinar, "Leveraging Pipedrive Insights for Data-Driven Decisions." Your presence contributed to the success of the event, and we are truly appreciative of your engagement. If you missed our webinar, you can find theā¦
Weāve started to publish Pipedriveās Knowledge Base in Italian, and it's available for customers to explore now. Weāre also planning to expand the Knowledge Base into more languages in the coming months. Feel free to give it a try, and let us know what you think! Go to KB
What? Users can now control the visibility of private events synced into Pipedrive from their external Google or Microsoft calendars. Additionally, there is a new setting in the calendar-sync settings page with options for visibility as sync as private , sync as public or don't sync When? General availability for allā¦
We are delighted that the Pipedrive Product Talk 2023 webinar received so much interest and feedback from all of you in the community. If you missed it the first time or would like to see it again, you can catch the replay here. Many questions about our roadmap for this year went unanswered during the webinar due to timeā¦
After reviewing customer feedback, we noticed that a lot of you are requesting functionality to addĀ automatic notes to Deals, Persons or Organisations I am happy to announce, that we are now providing a new type of Action within Automations. Whenever Person, Deal or Organisation is triggered, create an Note with content ofā¦
Hi Iām Jess š a PM at Pipedrive working on the Products feature, and I wanted to let you know that weāve just released more flexible tax and discounting for products. What will you get with this release? Flexibly configure the price of your deals with the right tax method. You can now add tax exclusive of product amounts,ā¦
What: Within the Insights feature you will be able to Share dashboards with "Edit" rights Share reports with "View" and "Edit" rights Add shared reports to your dashboards Remove yourself from reports/dashboards shared with you For whom: Companies on the Professional plan and above When: Gradually releasing to companiesā¦
Click here to find the webinar replay If you werenāt able to catch the live session, or would like to see it again. Here are some of the topics they will cover: Key facts and features of Insights A tour of the available report types (deals, activities, leads, etc.) How to customize the view in Insights Insightsā dataā¦
You asked for it, now itās finally here. Weāre excited to introduce our new Mailchimp Integration, allowing you to automate your processes and boost email engagement. What can I do with it? Say goodbye to time-consuming manual sync: Auto-sync all your contacts and other relevant data from within your CRM Maximise campaignā¦
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