In Case You Missed It: January - May 2020
Let us take you through all the latest feature updates including Insights, Security Dashboard, Recurring Revenue and much more!
https://pipedrive.hubs.vidyard.com/watch/NaBmpwEmWNEDmuNYAAhi9MMore info here
Comments
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I love the new insights tool and love that it's now available on all plans. It's fantastic and our clients are really excited about it. But limiting custom field reporting to the Professional plan prevents basically all of them from tracking lead source which is probably the most basic metric of any company that spends money on leads or marketing.
Great improvements this quarter.
My related suggestion is Lead Source either needs to be a default field in Pipedrive or custom field reporting needs to be opened up to Advanced users.
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Joshua Hindman said:
I love the new insights tool and love that it's now available on all plans. It's fantastic and our clients are really excited about it. But limiting custom field reporting to the Professional plan prevents basically all of them from tracking lead source which is probably the most basic metric of any company that spends money on leads or marketing.
Great improvements this quarter.
My related suggestion is Lead Source either needs to be a default field in Pipedrive or custom field reporting needs to be opened up to Advanced users.
Thanks for the input @Joshua Hindman we're working hard on the leads section of Pipedrive and on reports. I'll pass on your feedback to the teams working on those!
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Great features!
The one I'm attending with a huuge impatience is the possibility to schedule the date and time for the emails to send (like in Gmail). Hope you will take this option into consideration.
All the best!0 -
Estera Kaszen said:
Great features!
The one I'm attending with a huuge impatience is the possibility to schedule the date and time for the emails to send (like in Gmail). Hope you will take this option into consideration.
All the best!@Estera Kaszen one of our teams is currently exploring this. Can't make a promise on a timeframe but we're definitely considering it.
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Estera Kaszen said:
Great features!
The one I'm attending with a huuge impatience is the possibility to schedule the date and time for the emails to send (like in Gmail). Hope you will take this option into consideration.
All the best!Awesome!
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Joshua Hindman said:
I love the new insights tool and love that it's now available on all plans. It's fantastic and our clients are really excited about it. But limiting custom field reporting to the Professional plan prevents basically all of them from tracking lead source which is probably the most basic metric of any company that spends money on leads or marketing.
Great improvements this quarter.
My related suggestion is Lead Source either needs to be a default field in Pipedrive or custom field reporting needs to be opened up to Advanced users.
Mike,
Is "title" a standard field yet? If not, IT SHOULD BE. And, to that point, So too should "lead source"!0
