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Live Chat on mobile
I don't find that live chat works on the mobile app the way this video says it does... https://support.pipedrive.com/en/article/live-chat Can someone please make sense of this for me because I pay an extra $50/month to use this live chat function but I can't even find it on the mobile app.
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'Magic email' 2FA sign-in is beyond awful - please offer an alternative!
I love Pipedrive and almost every feature that it offers. So, I take no pleasure in the fact that Pipedrive also contains the single most infuriating 'feature' among any of the 10+ apps that I rely on to run my business. 'Magic emails' for 2FA are beyond awful. I struggle to describe how broken, nasty, and messy this…
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Projects on mobile
When will project management be available on mobile
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@Mention Alert from an Audio Note
Hello, Our team is new to Pipedrive and love the audio note feature within CRM contact records, as well as upon import using the Business Card Reader. It would be great if there could be a way to add a feature/function to Audio Notes that allows you to Tag (@Mention) a person to share the audio note with, and alert that…
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Produtos com desconto do custo
Responsáveis do Pipedrive , tem 2 coisas que somos carentes quanto ao programa pipedrive. 1- Aparecimento dos produtos no APP , esse campo nao existe. 2- Ter um campo de custo do produto, pois quando geramos um negocio, colocamos o valor do negocio, mas nao tem um campo de desconto do custo do produto...somente o campo de…
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New Leads notification in mobile app???
I am a new user and I would like to know how I can be notified by the mobile app when a new Lead is assigned to me. Searching the community I saw that until a while ago they had not yet launched this functionality. I would like to know if there has been any update or if they are at least working on it, as I consider it…
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A Missed Mark: Urgent Need for Label Functionality in Pipedrive Mobile App
I'm writing to shed light on a surprising oversight in the Pipedrive mobile app: the complete absence of deal label functionality. This feature, fundamental in the web app, is mysteriously missing in our pockets. Labels are not just decorative; they're essential for organising and navigating deals efficiently. Imagine…
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Bug - Labels not working on mobile app
The label tab does not work on the IOS mobile app. When I click on it there is just an empty list. Can someone fix this.
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New: Leads on Mobile 📱
We're updating both the iOS and Android mobile apps to include this feature, which has been a popular request :) What? * Manage leads from the mobile app * Convert leads to deals * Use multiple filters to find the right leads * Search for specific leads in your mobile Leads Inbox * Archive and unarchive leads directly from…
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When will Pipedrive integrate projects into its mobile application?
Hello dears! Do you know when Pipedrive will develop the projects module for the mobil app? The project is really important for me, and navigate from the safari / chrome in my iPad work really bad (I have and iPad Pro M1 so that's not the problem). Has Pipedrive mentioned anything about this? Does anyone know something?
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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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Deal Label field
Is it really not possible to apply or change the deal label field on mobile or am I missing something?
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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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Mobile App - Edit Contact Filters
There should be an ability to create quick temporary contact filters on the mobile app to quickly sort out and look though contacts on the go. Curranty it only allows us to view saved filters that where created on desktop but doesn't give us the ability to make new filters or even do a more detailed search of contacts in…
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Show Leads on Map
Our outside sales process involves personal visits to leads. However, there is no way to use the "nearby" mapping feature for leads. Mobile only has mapping available for Organization, People and Deals to map. This means that we will need to create a full org/person record for the hundreds or thousands of leads in our…
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Convert Deals to Leads on the mobile app
As we work on deals, we regularly use the "Convert to a lead" feature. We love it because we can keep people on our radar and schedule follow-ups without having to mark prematurely them as "LOST." It would be AWESOME if this feature was available on the mobile app. Our primary salesman uses his app most of the time, which…
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Deal ID visible in mobile app and on deal page in browser.
It would be great to have the Deal ID visible in the mobile app and in the desktop (browser) version also somewhere else than only in the url. TIA!
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Colour coding Mapping Pins?
Hi, When looking at a pinned location and searching for nearby pins, it would be such a useful thing to be able to colour code the nearby pins based upon predefined criteria such as the following:- The last activity type (Visit/meeting) is over X days/month Account type (Key accounts get visits and non-key accounts don't)…
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Merged: device limit.
This discussion has been merged.
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Leadbooster does not work.
Chatbot appears with white frame. Livechat is not available in the mobile app but shown in any video of Pipdrive. Webform cannot be embeded on a homepage in dark mode. You cannot upload your own fonts and use them.
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Required Fields on the mobile app not working
FYI - Required & Important fields do not work using the iOS Mobile App (unsure on the andriod app) This is a major for any sales team working in the field and mobile first. Is this on the product roadmap? -- Using the Mobile app as a sales tool becomes redundant if you cannot trust the data collected with the important or…
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Pipedrive Mobil ile Android Telefonlarda E-posta kullanımı
Merhaba Pipedrive android olarak kullanmak güzel Çevrimdışı çalışıyor, notlar alıyor, aramalarda bilgi veriyor, tüm müşteri verilerim hep yanımda... Ancak E-posta kullanımı felaket! Özellikle Microsoft exchange kullanıyor iseniz. E-postaları okumak cevaplamak çok zor. Eğer bir e-posta yazışmasını devam ettirmek istiyor…
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Mobile App | Required Fields not working
FYI - Required & Important fields do not work using the iOS Mobile App (unsure on the andriod app) This is a major for any sales team working in the field and mobile first. Is this on the product roadmap?
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How to see all attachments from emails on mobile app
Desktop has a tab that will show you all files within a particular contacts or deals emails. Is this possible on mobile? Going through each email that shows a paper clip to check is exhaustive due to a lot of emails having signatures or pictures rather than actual attachments
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Would You like to send WhatsApp messages, documents, quotes etc. directly from within Pipedrive?
Would You like to send WhatsApp messages, documents, quotes etc. directly from within Pipedrive?
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Pipedrive Mobile App - Leads
Currently you can set up Sales Assistant to notify you of any deals, activities or notes assigned/mentioned in your name. However the notifications doesnt support Leads. So when a new Lead is assigned, it doesnt notify that person. I'm currently building a workaround using Slack, but it seems the app is slightly devalued…
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Create a new contact from a mail in the app
It’s a great feature in the web front end to create a new contact directly with the data from an incoming mail. Unfortunately this function is missing in the app for the Apple iPad. That’s really a pity. The app is very well designed and provides all I need for my daily, mobile work … except the function to directly create…
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iOS Authentication Issues
Fellow Pipedrivers - I was forced to log out of all of my mobile PD app accounts recently. When relogging in I continue to the "this link is no longer valid" error message. I have tried many things * resend link * copy link and paste into safari - get wrong browser error and then open PD mobile app * un-install and…
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Pipedrive sharing with phone.
Hi Can I have my Pipedrive names and numbers linked to my phone? So I know if one of my leads are calling without adding them all into my contacts on my phone .Does that make any sense ? Is this such a thing?
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Mobile App Labels Don't Match our Labels in our Account Online ...
We've set up automations to be kicked off when meeting a new contact (People) and labeling that person with a certain label. The label is "Networking Lead." The thought is when meeting a prospect at a networking event (or anywhere for that matter), we can add them via the Mobile App and "Label" them accordingly ... which…