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Email Inbox - Filtering
Hi PD - an extremely helpful feature to assist in the use of the inbox would be able to have additional filters. currently, there are only ones associated with Deals (amongst a couple others), however, none associated with leads. It would be great if you added in a Leads filter as well, and be able to have Leads and Deals…
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Sales Inbox Userface
I like the Sales Inbox and I have been using it a lot more where I have more projects to manage. But I am struggling with the userface when viewing an email thread, most of the time I dont know where I am in the conversation due to the way Pipedrive opens an email i clicked in the inbox. Sometimes I dont "see" the email I…
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How to archive - old email (over x days)
How do I filer emails older than a certain date or age (ie 3 years old) and then either archive or delete them from pipedrive. Right now I can only see archive for selected emails. I have thousands. A lot of our emails have large attachments - so this is causing issues for us as well. D
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When replying in Pipedrive, why does it sometimes start a whole new thread?
Perhaps a bug, but I don't know where to report those... Sometimes when I reply to a pre-existing email thread in Pipedrive, it creates a new email thread with the same subject and quoting all the previous emails in the footer. Is this something others have experienced? To note, I like to switch between sending emails in…
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Emails from Pipedrive are going into spam
I'm finding that emails that are being sent through Pipedrive are going into clients spam/junk. I've tested sending the same exact email from outlook just to make sure it wasn't a Microsoft issue but the email sent goes direct to the inbox. Is it possible to add Pipedrive to an SPF record so that inboxes know that it's…
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Cheeky little email update 😀
"Write my email" is a very welcome update, hopefully we will see this in Smart Docs also 🤞
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Get Early Access to Multiple Email Sync 💌
Dear community! I’m excited to share that you’re now able to sync more than one email account in Pipedrive! This feature is currently in Beta and is available to a limited set of users and you can get early access to it! 🚀 Here’s how multiple email sync will benefit your sales processes. Eliminate manual hassle.No more…
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Filter emails in history by user
It was suggested to me that it would be convenient if a user could choose to only see the emails they have sent and received in the contact record history.
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Bug when writing Emails
It seems there's a bug with the emails. When I'm writing an email, out of nowhere the cursor moves to the first paragraph, making it annoying and loose a lot of time to write an email.
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Improve the email text editor
There are a few clunky things that I think could be easily changed to vastly improve the email experience on Pipedrive. Currently I have to be very careful sending emails on Pipedrive because of these issues. Otherwise, they look inconsistent from my regular email client (and I need to switch between the two).…
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Outlook Deleted Email Workaround
Hi all! Is there a work around to keep emails in pipedrive even after they are deleted in outlook to ensure activities and historical info remains in pipedrive? I was chatting with customer service and they said that there was no way to do it, and I find that hard to believe. Most people delete emails versus foldering and…
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Email Tracking On Mobile
Being able to see if the client opens an email is huge but I find myself not using the mobile app simply because you can’t see if someone has opened an email. Would this be something that is going to be updated or can be? Thank you
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Email conversation view
Is there a plan to give the user the flexibility to view emails in non-conversation view. The way PD sorts emails is almost unusable when you have multiple responses. There needs to be a way to view emails independently, sort easily by date, key words etc.
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Group Emails - Adjust/Edit per contact
Coming from HubSpot, one really handy feature from their sequences was the ability to edit group emails per contact. As you can see from the screenshot below, you have a very similar layout to Pipedrives's group email feature except you can click on each contact and adjust the group email to suit. Of course, with PD you…
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Send Button Isn't Showing Up in PD Inbox
Hi -- I can't send an email out of the PD inbox currently because the "send" button isn't showing AND there is no way to scroll down to get it show up. Is there a solution to this other than sending the email from the contact record itself?
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Improvements Urgently Required!
We have now been on the new deal format for a few weeks now and we are finding it less than satisfactory for our business needs. The new layout and system is costing us time and money due to features that are no longer available. 1. We have our emails integrated with PD, so everytime we send an email it attaches to the…
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We are just getting started with Pipedrive. Looking into tracking emails sent by our sales reps. I c
We are just getting started with Pipedrive. Looking into tracking emails sent by our sales reps. I currently have outlook emails synced within Pipedrive and have checked to make sure the sent emails I am sending through outlook are appearing under the Pipedrive mailbox. While these emails are showing in the Pipedrive sent…
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Contact Creation: Use Domain to detect Organization
When creating a contact from an email it would be great if Pipedrive could detect the organization with the domain if other people from the organization are already added: Example: john.doe@nike.com is a contact with the organization "Nike Ltd." When mary.miller@nike.com writes me an email and I add her as a contact, the…
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Removing Bounced Emails
Is there any way to ensure that emails that bounce/are faulty are removed from cadences?
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Smart Bcc stopped working on deals page
For some reason, we're no longer able to use the Smart BCC feature on our deals pages. Emails that use the Smart BCC are not showing up in Pipedrive. Whenever I go to click and manually copy the address from the deal, I get a red prohibited sign where my mouse was. Does anyone know how to fix this?
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Email Tracking - Better tracking system
We need a better way to track email opens through Pipedrive. We need a good Pipedrive chrome extension like they have on Hubspot. It would make it so much easier to send trackable emails. And the Pipedrive mobile app should send notifications when the email is opened as well.
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Email didn't link to a deal
For a variety of reasons emails seem to not get linked to deals (one example: salesman had already emailed the customer before creating the deal). Feature suggestion: Have the ability from the deal page to "search for emails" (Ideally search through all of the deal owner's emails or at least search through his emails to…
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Synchronize two e-mail addresses
Good afternoon to all, For almost a half year I'm using Pipedrive to organize my contacts and get as much efficiency out of my sales. I started my company with one e-mail address (existing one taken over from another business) now I NEED to add a second one. I didn't believed my ears when I heard that even with a more…
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Emails in timeline deleted when email address is changed / deleted
Hi, We have a problem with the email synchronisation, it's working too good. We often see that leads quit at one customer and join another customer. Or the company changes its name and email domain. That way we have a new emailadress for the same lead. We want to 'archive' their old email address so the old emails stay in…
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Primary Email Address
Is there any way to flag a primary email address? Exports can have multiple email addresses per person which blows up the import of many programs. We either need the ability to choose the main email per person or the ability to export multiple rows per person for import into email programs.
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Bounced Emails
I've been using the Campaigns feature in Pipedrive for a few weeks now and it seems to be working well. One thing I was wondering about was, for contacts in my database that come back with a "Hard Bounce" status on an email that I send out, if I go into that contact and update their email address so that it is correct,…
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Emails linking incorrectly
My emails keep getting linked to the wrong account. They will come in from one person about a second person and get totally linked to the wrong different person. A have sent 20 or 30 screen shots to support and all they can say is 'this happens sometimes'. Not an acceptable answer, Anyone else had this issue and i there a…
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Mail - 1 mailbox with 2 accounts synchronize
We use a general mail address with our sales team. This is where we receive questions and quotes. Within the team, several people need access to this mailbox. We currently have two pipeline users, and both synchronize the general mail address. Now we run into the following problem. User X answers and archives a message.…
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Email next / previous tabs
Where did next and previous arrows go from the inbox? Did these get lost when adding labels? I need to go back to the inbox after each email now.
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Need Workaround - Automation Emails Sent from Creator
Team, I'm using automations to send follow up emails and send out NDAs among other things. For example, for the NDA automation, I created a Separate Activity. When that activity is created, the lead gets an email with our NDA attached - it also updates some custom fields. Because I created this automation, the email comes…