Auto refresh pipedrive

Alister
Alister Member Posts: 2
edited July 2022 in Ideas and Product Feedback #1

Hi, 

If my colleague puts a new deal into Pipedrive, I can't see it unless I refresh the page.

Is there a setting that auto refreshes the page?

 

Thank you

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  • Edie Mew
    Edie Mew Member Posts: 166
    First Anniversary 5 Up Votes 5 Likes First Answer
    edited March 2022 #2

    Hi @Alister I understand what you mean here, not everyone remembers to refresh and things can get missed. I checked online to see if there is a function that can be configured, what I found were some extensions to add to your browser which could help. 

    If this doesn't prove helpful - you could set up your Pipedrive notifications to allow you to see everytime a new deal is added. 

  • Alister
    Alister Member Posts: 2
    edited March 2022 #3
    Edie Mew said:

    Hi @Alister I understand what you mean here, not everyone remembers to refresh and things can get missed. I checked online to see if there is a function that can be configured, what I found were some extensions to add to your browser which could help. 

    If this doesn't prove helpful - you could set up your Pipedrive notifications to allow you to see everytime a new deal is added. 

    Hi, Thanks for answering, Is there a way to get notifications if you are not following the deal.

    I use the filter all deals view.

     

    Thank you

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