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Possible to add a column for "Last Activity Subject" in Person, Org or Deal list views?
Title says it all.
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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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Activity timeline 'manipulation'
It would be great if any post-dated activity entries could appear in the timeline on the date they occurred. For context, I'd been handed several accounts to manage BEFORE having been provided with my Pipedrive credentials, so I wanted to add in activities (calls, notes, emails etc) on the dates they occurred, hoping they…
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Activity view from notification area
the default view of activities from its dedicated menu is really great since it has all the tabs for activity, organization, person, and deal. But if we click on the same from the notification area, it only shows the activity and it's not quite easy to check the deal/person/organization attached to it. Showing all the…
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Is it possible to bulk assign activities?
For example, if I add 1000 new leads to Pipedrive, I want to assign an email activity to all 1000 simultaneously, instead of at input or going into each individual profile. Or if I see 1000 leads that I haven't contacted in a long time, is it possible to assign an activity to them all at once, like an email, phone call,…
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Sugestão: Classificação de atividades realizadas
Quando falamos de analisar a efetividade das atividades e mapear o esforço versus o resultado de uma métrica de acompanhamento, seria interessante termos a opção de classificar uma atividade ao marcá-la como concluída. Por exemplo, se tenho uma ligação marcada para meu lead, realizo a ligação e essa ligação gerou uma…
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Merged: @ mentions not working in task notes.
This discussion has been merged.
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Bulk add activities to list of contacts.
I just started using Pipedrive in my new BDE role. After experimenting with the bulk email sends, I want to make sure all of these same contacts are then entering into a new activity once that first email has sent out. Is there a way to bulk add activities to groups of contacts? Thanks!
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Activity Custom Fields
This would be killer. I would love to be able to keep track of additional details for activities. Could think of a lot of good uses for this.
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Contextual time setting for activities
It's very irritating that I need to enter a start time for each new activity. For example- I have just sent an email from Pipedrive and I want to create an activity to follow up. By default, the best time to make a follow-up will be the same time I sent the email on some other day. Activities are basically 2 types- * A new…
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Adding Pipedrive activity URL into sync’d calendar events
It would be extremely helpful for Pipedrive to automatically insert a URL into the notes section of the synced calendar event that points back to the specific activity/task in Pipedrive. This would allow looking at an iphone/ipad/desktop calendar and then one tapping on the link to get directly to the task to complete it…
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Try the Customizable Whatsapp to PipeDrive integration
Hi people! Several months ago, I made a post about the WA<>Pipedrive integration that my team and I were working on. With help of the members of this community, we developed an integration that allows for flexible customizations - as simple as setting up a rule on Zapier. I invite you to try it out:…
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Create Activites from Organization/People -list
When we have made a selection on what Organizations to work on, we cant create a Activity from that view, we can Export to mailshimp, send mail, even Show on map, but not Create activity. ?? It should be a standard feature according to me and seems easy enough to add.
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Filtering 'Done' Activities by Activity Type
When you try to find an activty in the "done" section of a deal or organization, you can only select all activities which can be a lot. The suggestion: to add some kind of drop down bar to let you pick a certain activity type. Why: We want to log our comprehensive meeting notes in pipedrive, but with so many activities…
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How invite coworker to meeting?
Hello, how can we add other people to task ? I need to invite coworker to meeting, and there is no option like this. Please let me know if you can help ;)
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Events are not activities: getting rid of the need to tick calendar events in Pipedrive
Hi there, Signed up today due to a sales programm where the advisor told me to do so. I'm amazed how Pipedrive lacks features I thought where basic and that I benefit from in Zoho CRM. One of them is to treat events differently than tasks. Events are in my Google Calendar. They are how I spend my time: meetings, piano,…
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Activities List/Calendar view combined view
It would be super nice to have a mix of the calendar view and the activities view in one view enabling you to have the calendar overview while being able to scroll through the listview underneath.
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Activities List/Calendar view combined view
It would be super nice to have a mix of the calendar view and the activities view in one view enabling you to have the calendar overview while being able to scroll through the listview underneath.
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Make contact notes searchable so that you can filter for contacts that have or have not a note attac
I mean the notes that are added like activities. Currently you cannot filter for those.
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No-shows
Olá! Em minha empresa enfrentamos um problema com no-show de agendamentos para demonstrações agendadas com os prospects. Atualmente no Pipedrive não há nenhuma opção para marcar uma atividade como "no-show". Ou seja, a atividade deve ser editada ou então, concluída. Gostaria de opiniões de como proceder com o registro…
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Merged: Birthday reminders
This discussion has been merged.
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We really need a way to filter internal meetings from Insights reporting. Any suggestions? Or is thi
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'Remaining Activities Due Today' Filter option
The current option of filtering activities by 'Today' isn't as useful. We can't complete them in batches using the side-pane view because of interleaved done and due activities. Can we have an option to only list activities that are due today but are still not done? I guess similar setting will be required for 'tomorrow',…
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Is it possible to have this open in a moveable window to all visibility of the record notes etc....
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Cancel and Save Buttons to close together
Interested to see if anyone else who uses Pipedrive has this problem. The cancel is right next to the save button so if you slip a bit you accidentally click cancel and lose all the notes you've just typed! Is there any way of changing it so that the cancel could be the other side of the box or even just remove it as you…
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É possivel associar uma atividade a mais de um negócio?
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Aktivitäten automatisch schließen, wenn Deal verloren
Hallo liebe Community, der Titel sagt eigentlich schon alles. Ich möchte gerne alle offenen Aktivitäten in einem Deal automatisch schließen, wenn dieser besagte Deal auf "verloren" gesetzt wurde. Ist das möglich? VG Dennis
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Bulk edit button on deal level
At the moment it's only possible to bulk edit activities on de activities page. Would be great if you are able to bulk delete activities on a deal page as well.
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Remove default to assign task to self when creating activity
Is there a way to have an activity not be automatically assigned to me? When I create an activity it usually needs to be assigned to another team member, but the default is my name and working through so many activities I am accidentally not reassigning the task to others.
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AIRCALL x GOOGLE CALENDAR - Sync
Hi, i use the unidirectional sync beetween pipedrive and google calendar. When i use also Aircall, i have all the calls in my different deals. (that's ok). But i don't want them synchronise into my google calendar. My co workers also have to call a lot in a day and i don't want to have in their calendar all the call they…