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Link multiple people to a deal?
Customer Success teams typically work with several people in every company. It's important to have all email threads in one place for context. The current workaround is adding multiple emails to the linked person but leaves a lot to be desired. Perhaps it could be segmented into two sections. "Main point of contact" &…
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Contacts Timeline should be able to notify you when you have someone you need to contact
The Contacts Timeline feature is great, but it would be a lot more useful if Pipedrive could notify you when a contact needs to be followed up with. For instance, this could be a weekly roundup type email that simply lists all the contacts that are currently red in the Contacts Timeline view. If anyone knows a workaround…
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Show Email history in contact with related 3rd party supplier or source
My clients have suppliers that they email and use for their customers/clients as an example: Insurance Agents Use the same underwriters for their many different clients and would like to show the history of the email when sent inside the Contact view similarly to how an email is linked inside a Deal when the email was sent…
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Contacts Timeline
It would be a great feature in the "Contacts" app under "Contacts Timeline" if you could see future activities as well. Currently you can only see activities up until Today and look back 1, 3, 6, or 12 months. I would also like to look ahead 3 to 6 months so I can see what future activities I have planned to see if there…
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How can I track an existing customers web analytics on my website? ie what they are doing on my site
I would like to be able to see the activity of my customers when they go on my website like the pages they visited. This should be able to be done with cookies from email previously sent to them from pipedrive. I would expect to see this in the activity section of the person record? This is an example of another CRM doing…
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Links to Emails from Contacts Timeline are broken for all but the author
When I click on an email icon in the contacts timeline, I get a little popup with a summary of the email. In this popup, the email subject is linked to the email in my email inbox, e.g., https://xxxx.pipedrive.com/mail/inbox/7934: However, this link only works for me, i.e., the user who's inbox contains that email. For all…
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contact Timeline
Hello, I have just got Pipedrive and was wondering if we can all have the same contact Time line without manually creating it or do we have to personally create it every time we add a new account.
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How would I track event invitations and attendance in Pipedrive?
One of our main marketing activities is conference talks. How would I track invitations to such talks and respective attendance in Pipedrive? I would like to see a list of all people invited to a particular talk (title and time), as well as all people who attended a particular talk. And if we give the same talk (title)…
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Wenn Kontakt länger als 60 Tage nicht aktualisiert dann Info an mich
Moin in die Gruppe, wie würde ich den Workflow bauen ? Danke Gruß Florian
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Creating a marketing campaign with customers that have previously done business or shown interest (q
I'd like to be able to export a list of lapsed customers or contacts that have previously contacted our company. I have tried doing this with filters, but where there are multiple contacts for a company there may be some contacts that have requested a quotation a long time ago, and yet other contacts have regular contact.…
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När ska du använda tidslinjevyn för kontakter?
När du säljer kan du behöva få en visuell representation av dina historiska aktiviteter med en specifik kontakt på ett företag eller ett företag med alla dess kontakter. Detta är ett snabbt sätt att säkerställa att inga viktiga kontakter försummas. Jag ska nedan beskriva hur du gör i Pipedrive CRM och där kan du använda…
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Is there a way to see Recent Contacts?
It will be great if we can see recent contacts in Contact list. Recent I mean based on activity, date added, date edited etc.
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How can I automatically create a task to follow up with people in the 'Contacts Timeline' who do not
How can I automatically create a task to follow up with people in the 'Contacts Timeline' who do not meet the set follow up frequency?
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I make handwritten meeting notes on my iPad, with my apple pencil. Is there anybody who found an ea
I make handwritten meeting notes on my iPad, with my apple pencil. Is there anybody who found an easy way to add handwritten notes to a contacts timeline or a deal timeline?
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Contacts Timeline: Make Timely Follow-ups with Your Leads 🔬
09/05/2019 There’s a feature you might have seen around while exploring Pipedrive but perhaps never really tested the waters with. Meet your Contacts Timeline!