Add checkbox to select deal cards for bulk actions
Please add a checkbox to the corner of deal cards so that we can select multiple and have the ability to perform bulk actions, just like we can in the list view. It would also be nice to have a select all for each pipeline stage.
For example, I am looking at my deals by card view and I want to send a group email to a handful of deals that are in the Deciding stage. I would either select all at the top of the Deciding stage, or I would select a checkbox on multiple deal cards and then click Send Group Email.
Comments
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I understand the Pipedrive developers' idea of not adding long text, multiple options, and date range fields to the card view, to keep it simple & clean. But since the idea of any CRM is to keep track of your prospects & deals, there should be an option to customize the things for their customer's convenience. It won't be a big deal if, in my pipeline view, I will be able to see more fields even if the deal card size will expand a bit.
Since, as for now, I'm not able to add my multi-select field to the card view, I should switch to an option of more manual work (for example, ask the deal owners to add this info to the deal title and rename the deal each time to keep track of it).
Please, take this into consideration for the next update.0 -
I agree. I had posted something similar before, but no traction: https://community.pipedrive.com/discussion/17442/add-checkbox-to-select-deal-cards-for-bulk-actions#latest
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