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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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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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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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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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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…
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Pipedrive android app not installing on samsung s7, what are the minimal requirements?
Hello, I am concerned about which cell phones are compatible with the android application, two of my agents have Samsung s7 and the application is not compatible. Is there somewhere where I can see the requirements for the app to work for them? I don't want to invest in cell phones that won't work later. Thank you in…
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Leads for Mobile App
Howdy Everyone. I would like to suggest adding the leads function to the mobile app version of Pipedrive. To me the, leads function is quite handy but it would be super helpful if I was able to capture new leads in the field, where most of my leads are generated. I am sure this added feature will benefit many small…
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Send email on specific time and date.
It would be grate to be able to set a date and time for an email to be sent. sense we work late night all the time, we need to set sales email to reach in morning or afternoon times. one more thing, if you can show in the mobile app whether the email has been seen, just like the web application.
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Upload multiple photos
My salespeople have not been uploading photos on deals because they have them on their phone and it's too tedious to upload them one at a time. When is batch uploading going to be added? (Please like/comment if this is important to you too)
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Android upload multiple photos
Is a feature to upload multiple photos on Android coming? It's annoying enough to attach the photos individually that we currently keep them outside of pipedrive, and we definitely need a better system to associate them with each client/deal.
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Mobile App Notifications
I've got a client who will be using the mobile app out on the field and they need to receive instant notifications on their phone. The areas notifications dont cover are Leads & Activity assigned notifications. You can get Activity reminders but not when you have been assigned something. It would be great to see more…
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New Deals notifications in Mobile App
How can the users be immediately notified when a new deal is created for them in the Mobile App?
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Do you use mobile daily? If yes, we need you!
Hi everyone! I would like to ask for 20 min of your time to learn about how you use a mobile phone in everyday sales processes. You do not need to have a Pipedrive app installed. However, if you do, this is your chance to share your feedback about it as well. Please pick a timeslot that works for you. Thanks in advance and…
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Adding leads via the mobile app
Is there a plan to add the Leads Inbox or the ability to create a new lead via the mobile app? We have a couple companies with field sales reps that are always out of the office. We want the Leads Inbox to replace their prospecting spreadsheets, which are built on-go as they are making local sales and service calls. It…
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Show leads inbox on mobile app
I wish we could view/edit/add leads on the mobile app - it would make much sense for people on the go.
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Directions button on activity and deal pages.
It would be nice if there was an easy way to open my preferred map app to give me directions to my organization on screens where an organization is linked, but I can’t click the organization address. For example, on the activity screen and the deal screen, I have an organization linked, but there’s no way for me to click…
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Mobile activity widget
To view activites for the day /week/month in an active widget so that the activity can be accessed without having to go into the app everytime
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Problem: Android App & SAML SSO
When trying to log onto the Pipedrive app with Microsoft SAML SSO, instead of being logged into the app, a Pipedrive browser window opens inside the app. This isn't useful. What am I missing about SAML SSO logins?? #SAML #SSO #Android
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Call logging
Been away from the app for a bit. Remind me again please. does the mobile app automatically log a call record when both dialing out from the app and also when an incoming call is received from a number that matches a contact in the database?
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The contacts [People] tab on my mobile app show in random order. How can I alphabetize my contacts?
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[CLOSED] Sales calls & contact management: Looking to speak with customers for research
EDIT: We have concluded this research session. If you have any comments, please post in the comment section :) Hello, members of the Pipedrive community! * Do you make sales calls on the go? * Do you find it a tad difficult to make sure that all the necessary information about your contacts is updated? * Do you sometimes…
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파이프드라이브 기능 업데이트 : 모바일 앱 리드 수신함
안녕하세요. 국내 파이프드라이브 공식 파트너사 해시스냅입니다. 많은 분들께서 요청하셨던 모바일 앱 리드 수신함 기능이 출시되었습니다. 이제, 모바일 앱에서도 거래뿐만 아니라 리드를 확인하여, 리드를 거래로 전환하거나 리드를 필터링하여 어디서든 리드 목록을 확인하실 수 있습니다. 1. 모바일 앱 리드 수신함 위치 * 모바일 앱 접속 후 우측 하단 '...' 클릭 > '리드 수신함' 클릭 2. 모바일 리드 수신함 필터 * 우측 상단 클릭 후 필터 설정하여 리드 목록 조회가 가능합니다. * 어플리케이션 메인 화면 검색 창을 이용해서 리드 검색이 가능합니다. * 모바일 앱에서…
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Planned: Leads on Mobile
Why? To make this popular desktop feature available from the Pipedrive mobile app. What will I be able to do with it? Add, manage and search your leads stored in your Lead Inbox, directly on the mobile app. 🔔 Follow What's Planned? to know what we're working on currently and what’s to come. Please note: Pipedrive reserves…