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Lier deux offres ou plus avec un mail.
Actuellement il est possible de ne lier un mail qu'avec une seule offre.... dommage car il arrive de faire une proposition par mail avec plusieurs offres. Bien à vous.
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Using Projects to create powerfull upselling campaigns.
TL; DR & Sorry for my bad english 😞 Add-on Projects helps users in the after-sales activities providing tools to track all related tasks. In my activity as a security consultant in B2B market, when I sell a product or a service to a client, all related activities are managed by a specified team. Now, I put my focus on a…
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Range - Numerical
Hi, we love the range options for custom fields. It would be wonderful to have a range option for numbers, that way we can speak with clients and discuss ranges for budgets. This would be a valuable update as we currently have to rely on two fields, when a range would satisfy this fully. Please consider this as part of an…
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Remove/tag/highlight people that have left the company
The Organisation page allows you to see a list People/contacts however you aren't able to customise it so that you can remove those that have left the company. Can you add a line/feature to the flyout that tags clients have left the company or can you make the flyout customisable? Any feature that allows you to to…
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Ability to pin files
The notes feature allows you to pin/unpin documents to the top of page. It would be helpful to allow this for the files tab. This can get so length and impossible to filter through. I'd like to be able to pin my most recent organisation contracts/order forms so they are easily accessible
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Propose time - continuous meetings - option
It would be grate to be able to force (or ask for preferred) continuous meetings. Example: I want to meet 4 people - each for 30 minutes and I am available from 9:00 to 17:00. I prefer to have meetings continuously: 9:00-11:00, or 12:00-14:00, or 15:00-17:00 I dont like if presons choose one on 9:00, second on 11:30, next…
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Workflow Automation | Create Activities when Product is added to a Deal
When a product is added to a deal currently there is no way to create an activity or do any automation. When products are added this can be a critical step and needs to allow automation of the workflow to happen. For example Product XX is added we need to create an activity for an employee. Product YY is added then an…
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Merge multiple organisations and contacts
I have multiple profiles on my company's system, these duplicates aren't picked up due to different variations of the names and missing information. When I need to merge I can only do 2 contacts at a time. It would be more ideal to be able to select a range of contacts and merge all to a single profile. for example if…
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Live Chat - Built in Profanity Filter
Hi PipeDrive! My company recently started using the Live Chat feature on some of our website pages. What I would like to see from PipeDrive (& what I know other live chat providers offer), would be a built in profanity filter that did not allow the chatter to submit rude or derogatory words towards staff. Cheers, Greg.
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Phone number input validation
When a Contact is created in Pipedrive our sales people are allowed to enter anything. This includes literally just a string of characters. "Pipedrive UK Ltd" obviously isn't a valid phone number but it's perfectly possible in Pipedrive. What i would like is that at the very least the phone number field is limited to…
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Having Contacts (Organisations & People) available as entities in Insights
Is there any proposed implementation to be able to report on contacts in future? I'd like to be able to reflect my database in Insights and segment by labels/custom fields/size etc rather than just focussing on leads/deals. This would help reflect opportunities to focus on and present that to members of my team. Eg, I have…
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Criar links públicos para compartilha com pessoas fora do pipe.
Será muito importante a adição dessa funcionalidade, pois dessa maneira, é possível compartilhar informações de vendas com a equipe de pós venda por exemplo. Temos isso atualmente no nosso sistema voltado para a pré-vendas, assim os vendedores efetuam a leitura das informações preenchidas antes da reunião. Ponto muito…
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Keep only email sent from within Pipedrive
With email synch between Pipedrive and my Gmail account turned on, Pipedrive saves a copy of every email sent and received via Gmail even though I have only the "Important" label checked. It would be nice to be able to ONLY send email from Pipedrive but not receive everything. I can add email to Pipedrive via your bcc:…
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Automation based on whether an activity is overdue
I'm trying to set up an automation workflow that will trigger when an activity is overdue by 1 week. Is that possible without paying a 3rd party such as Zapier? Are there already workarounds in place? Specifically, we'd like to delete or "mark as done" activities that are more than 1 week overdue, but there are lots of…
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External calendars
Hi there, I would really appreciate a simple feature to subscribe to multiple external calendars. It would be so good to see my private calendar and being able to plan around this. I think the integration is not that difficult, since it's just a subscription.
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Multi-threaded sales
The ability to track how many participants/contacts are added to an account or deal or track if multiple people are being emailed. Insights on the above would help sales manager
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Automatização apartir de um data
O Pipe poderia criar atividades apartir de uma data incluida em campos especificos. Ex: preciso que seja contato 56 dias partir desta data, então se nesse campo estiver a data 04/08/2022 ele contaria esses 56 dias e daria a data automatica 29/09/2022 na nova atividade. isso automatizaria para o que utilizamos o Pipe, pois…
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Merged: Change Font Default
This discussion has been merged.
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Merged: Track google ads conversion with webform
This discussion has been merged.
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Wechat integration to PD
Hello, Any plans to integrate Wechat to Pipedrive?