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Please add followers to bulk edit feature
I would like to suggest that followers be added to the bulk edit feature for deals, people, and organizations. This gives managers daily activity snapshots the following morning via email which is very useful.
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Automatically notify the team about received emails
Hello there, [Feature Request], [Email Notification] People following a deal, a contact, or a company should be able to receive email notifications when an email is received by one of the teammates. At the moment, received (and 'shared') emails are only attached to a deal/contact/company but the rest of the team is not…
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Automatically unfollow deal when owner is switched
Deals in our pipeline will sometimes switch owners at a certain stage. But, the previous owner continues to follow that deal unless they manually unfollow it. I need a way to have a user unfollow a deal when the owner changes because the pipeline can become filled with deals that are no longer relevant and it can be…
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Is there a way to add followers auto to a deal upon creation?
I would like to have support team members added without manually applying when creating a deal.
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Need a Way to Stop Auto-Assigning Followers & Bulk Remove Followers
Since a Follower's visibility overrides the Visibility hierarchy in Settings, you should provide a way for companies to prevent followers from being automatically added to records. There is also a need to provide a way to remove Followers in bulk. Perhaps add that to the List view/bulk update option. Thanks to anyone who…
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Followers Filter for Contacts
We have 3 divisions belonging to our company working with the contacts in Pipedrive. One of the goals with Pipedrive is that all have access to everyone's contacts across these divisions, so one common database is established. As only one person can be the "Owner" of a contact the others are listed then as "Followers" if…
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What if admin users want to see deals that they follow?
According to the Knowledge Base article on Visibility Groups, Admin Users can still view and edit any item with this visibility restriction, as they have editing powers over everything in Pipedrive. But what if admin users have some deals they follow, and they do want to see these deals only in the pipeline? * I know I can…
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Deal visibility in Pipeline view for deals I follow
Deals have a single owner, but sometimes others contribute to deals - these users are always followers of the deal. Would be very useful for Deals where the current user is a Follower to appear in the Pipeline view (potential flagged as Followed vs Owner deal).
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Follower - Feature Requests
I'd like to do 2 things in order to keep bigger sales teams updated but not overwhelmed by tons of emails... * If a deal is created by a specific user, I'd like to add specific users as followers. Why? Some inside sales colleagues are working for specific sales guys. The should be informed automatically as soon as a sales…
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Community Roundup - Volume 9 🗣️
2021 may still be recovering from the champagne and confetti but in Community we hit the ground running. Check out this week's selection of top posts, and join in on the discussion! 🔥 Happy New Year Emails: 8 Templates for Your New Year Email Campaign 🔥 How to Use Pipedrive to Automate Estimation Workflows 🔥 Can You…
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Save filters for items I am "Following"
Does anybody know a way to search/filter for organizations/people/deals that I "follow"? It's easy to make a filter for ones that I am the owner, but I can't see how to search for ones that I'm the follow. What does following mean if I can't find out how to follow?