New: Hovercards in the New Navigation! 🧭
Available to all users in all plans who are already using the New Navigation:
- Hover over a Deal/ Person/ Organisation/ Owner and see details and take actions, without leaving your List or Detail view.
- In case you want to change the stage of a deal, get contact information, or know the owner of a deal, all that can be done by hovering over the Deal title, Person, or Organisation name, no need to jump between pages or lose the focus of your current view!
🧑🏫 Learn all about our new navigation system here: New Pipedrive Navigation
🕵️ Learn about any of Pipedrive’s features from our Knowledge Base tutorials and our Academy video courses. Simply search for your topic!
🔮 Follow What's Planned to know what we're working on currently and what’s to come.
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Comments
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I do not see this in the 2 companies I Have in PD
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Christoph Suwelack said:
I do not see this in the 2 companies I Have in PD
Hi @Christoph Suwelack do you have the new navigation enabled?
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Thats cool.
Something similar I was requesting a while back. Please keep updating this functionality,
My thoughts therefor:
- email is not hyperlinked => compose new email
- value is not hyperlinked => edit value and if products are linked => edit products
- location is not hyperlinked => Map
- pipeline view has no hover card yet => customizable hovercard view of deal summary
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Martin Pfeiffer said:
Thats cool.
Something similar I was requesting a while back. Please keep updating this functionality,
My thoughts therefor:
- email is not hyperlinked => compose new email
- value is not hyperlinked => edit value and if products are linked => edit products
- location is not hyperlinked => Map
- pipeline view has no hover card yet => customizable hovercard view of deal summary
@Martin Pfeiffer love your feedback here!! indeed it is our intention to develop this feature further, and all that you mentioned above will be taken into consideration. Happy to have added value to your workflow
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It's working now
Thanks a Lot
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Martin Pfeiffer said:
Thats cool.
Something similar I was requesting a while back. Please keep updating this functionality,
My thoughts therefor:
- email is not hyperlinked => compose new email
- value is not hyperlinked => edit value and if products are linked => edit products
- location is not hyperlinked => Map
- pipeline view has no hover card yet => customizable hovercard view of deal summary
Additionally to @Martin Pfeiffer 's awesome feedback, the hyperlink for the phone number is missing.
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This new hovercard feature is wonderful, BUT, we desperately need a contact's title be included when hovering over a contact. When an organization has multiple contacts, we want to be able to quickly identify the President/CEO/Executive Director.
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Karen Long said:
This new hovercard feature is wonderful, BUT, we desperately need a contact's title be included when hovering over a contact. When an organization has multiple contacts, we want to be able to quickly identify the President/CEO/Executive Director.
Agree!
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Karen Long said:
This new hovercard feature is wonderful, BUT, we desperately need a contact's title be included when hovering over a contact. When an organization has multiple contacts, we want to be able to quickly identify the President/CEO/Executive Director.
Yes! This would save so much time. I currently have to click on each name, see their title, and if not the decision maker, click "back" and click the next name.
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Karen Long said:
This new hovercard feature is wonderful, BUT, we desperately need a contact's title be included when hovering over a contact. When an organization has multiple contacts, we want to be able to quickly identify the President/CEO/Executive Director.
Hey there! happy that the hovercards are helping you. In regards to the contact title. May I know which page or view you need this in? like during working with activities/ tasks or in a deal detail page? or...?
Also, if I am correct the contact title is a custom field that you add yourself, right?0 -
Karen Long said:
This new hovercard feature is wonderful, BUT, we desperately need a contact's title be included when hovering over a contact. When an organization has multiple contacts, we want to be able to quickly identify the President/CEO/Executive Director.
Thanks, Almonzer! When we are in the Organization view and we scroll down to view all People associated with it, we can only see their names. But we'd like to be able to quickly identify who the President of the organization is, for example. Obviously it would be great if their titles were listed next to their names on the page view, but the hovercards really help. We just need the hovercards to include their title. And yes, Title is a custom field that we created.
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Karen Long said:
This new hovercard feature is wonderful, BUT, we desperately need a contact's title be included when hovering over a contact. When an organization has multiple contacts, we want to be able to quickly identify the President/CEO/Executive Director.
Thank you for your answer @Karen Long I will look into this with the team
Have you seen benefits from the current hovercards? are they adding value to your work?0 -
For all here, this might be very interesting for you, our new contextual views BETA program is available, more info here:
https://community.pipedrive.com/post/augmenting-activity-list---join-the-beta-test-5fa8f78b7d75b61155a4a3ba0
