Move the new 'Leads' on the nav bar; put 'Deals' back where it always was
It's not too late! You have put 'Leads' on the nav-bar where 'Deals' has always been. That means I'm going to need to spend months retraining my muscle memory for no great reason.
I've been using Pipedrive for years now. I live on the Deals page. Whenever I am somewhere else in the system and complete that task, I go back to Deals. Until now that was clicking on the right-most word on the nav-bar. Now, multiple times a day I land on Deals. Whether or not I decide to start using Deals is besides the point. This is super annoying. I cannot be alone.
PLEASE put Deals back where it belongs. Why must I now concentrate on what I am clicking on. It should be an automatic motion. Even for those who use Leads, I can't imagine they will need it as often as Deals.
Comments
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Hi @Andy Kowl , and thank you for your insight on this. I'm sorry to hear this change is giving you a hard time and I've made sure to send your feedback to the team in charge.
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Having a way to turn off features that we are not using or paid for would be great. I know you want to upsell us, but it's getting annoying TBH.
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Adam Sandman said:
Having a way to turn off features that we are not using or paid for would be great. I know you want to upsell us, but it's getting annoying TBH.
Thank you for your feedback, @Adam Sandman .
I'd like to send some more details about this internally. Can you give me an example of what tooltips for features you feel are disrupting you? Thanks in advance.
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Adam Sandman said:
Having a way to turn off features that we are not using or paid for would be great. I know you want to upsell us, but it's getting annoying TBH.
Hi Ines
It would be my pleasure. We don't use the Leads or Products features because our plan doesn't have them enabled (and we honestly don't need them right now). But the Leads in particular is now on the left and I was used to clicking on Deals. It would be nice to be able to hide Leads and Products once we've seen them for the first time (e.g. in a settings option). That way we see the new feature (which is great) and can then choose to hide it (which is great as well):
Regards
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I contacted support and they hid the 'leads' link for myself and my team within seconds. its of zero value unless / until I choose to subscribe to the chatbot and its one more feature that might confuse the sales team.
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Adam Sandman said:
Having a way to turn off features that we are not using or paid for would be great. I know you want to upsell us, but it's getting annoying TBH.
Thank you @Adam Sandman . I've deactivated both tabs for you from our end and will make sure to send your feedback internally for consideration. Thank you for detailing your use case!
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Adam Sandman said:
Having a way to turn off features that we are not using or paid for would be great. I know you want to upsell us, but it's getting annoying TBH.
Thanks so much. I appreciate that you can do this :-)
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I have EXACTLY the same issue with Leads suddenly popping up in such a prominent place. I too asked for it be removed, which the support desk very kindly did. However, today it has popped back in place - apparently it is no longer possible for some customers not to have this intrusion. Such a shame. We have a separate pipeline for 'leads' as we need custom fields and this new Leads feature doesn't offer that, so now it just confuses everyone to have this redundant 'Leads' item ...
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Patrick Pope said:
I have EXACTLY the same issue with Leads suddenly popping up in such a prominent place. I too asked for it be removed, which the support desk very kindly did. However, today it has popped back in place - apparently it is no longer possible for some customers not to have this intrusion. Such a shame. We have a separate pipeline for 'leads' as we need custom fields and this new Leads feature doesn't offer that, so now it just confuses everyone to have this redundant 'Leads' item ...
Hi @Patrick Pope !
The Leads tab popped up again because this week we started rolling it out to all users (whereas previously only some of the users had access to it), but I've disabled it again for your company account.
We appreciate your honest feedback and are sorry to hear it's not ideal for you yet. Keep in mind that we are still working on making this feature more robust and I have forwarded your feedback internally. 🚀
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@Inês Batata Is it possible to rename the deals section/module and change the order of the navigation? Also, is the vertical navigation available yet?
Thank you!!
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Christian Ayala said:
@Inês Batata Is it possible to rename the deals section/module and change the order of the navigation? Also, is the vertical navigation available yet?
Thank you!!
Hi @Christian Ayala !
It's not possible to rename or change the order of any navigation tabs but I'll make sure to send your suggestion to our team for consideration.
Vertical navigation is being rolled out gradually so if you don't have the option to switch to it yet, it should be coming soon.
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