Mobile App

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
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
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?
The contacts [People] tab on my mobile app show in random order. How can I alphabetize my contacts?
[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…
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…
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…
Gmail Add-On crashes Android App!
Is anyone able to use Gmail Add-On on Android phone? When I click on it in an email thread, the android Gmail app crashes instantly! It works on the Web perfectly.
New: Insights for Mobile 📱📊
What: You can now see reports and dashboards created in your web app right on your mobile device. Find out more here. For whom? All plans and users When? Available now for all companies
파이프드라이브 기능 업데이트: 모바일 앱 인사이트
안녕하세요. 국내 파이프드라이브 공식 파트너사 해시스냅입니다. 파이프드라이브 모바일 앱에서 Insight의 보고서 및 영업 지표를 확인하실 수 있는 Insight for Mobile 기능이 출시되었습니다. 이제, 이동하면서도 모바일 앱으로 영업 지표를 확인하고 적절한 영업 조치를 취해보세요! * 모바일 인사이트 확인 방법 * 모바일 어플리케이션 좌측 하단 '...' 클릭 후 '인사이트' 탭 클릭 * 모바일 인사이트에서는 어떤 것들을 확인할 수 있나요? * PC에서 세팅한 모든 보고서 및 대시보드를 확인하실 수 있습니다. * 보고서의 그래프를 탭하여 해당 그래프의 세부 수치를…
Planned: more features in Leads Inbox 📥
As we continue to fine-tune and expand Leads Inbox's capacities (see this post), there are still things up our sleeve that we want to bring you over the course of the following months, such as... * Custom fields * Selectable columns * Bulk actions * Exporting Leads * Email integration * Calling integration * Leads in the…
New: Dark mode for iOS mobile app 📱 🌒
🔔 Follow What’s New? to get notified about all new product releases. 🔔 For whom? All iOS mobile app device users (phones and tablets). How does it work? The app follows the current mode of the OS. If you have dark mode enabled, then our app also enables dark mode. If you have light mode, the app will be in light mode.…
When on mobile, when I click a pipedrive link in slack it takes me to pipedrive in the browser.
I want it to take me to the Android app instead. How do I make this happen?
Leads Inbox improvements for users in all plans! 📥
From now on, all new leads have to be linked to a contact (either an existing one or a new one is automatically created), similar to how all deals have to be linked to a contact. 🤔 Why the change? * You can now add a Lead from an existing Contact and track the contact history * Importing Leads with your Contacts? They will…
iPhone app crashes
I'm new to pipedrive and I'm testing the product to see if It's what my company needs. So far It looks great, but I installed the iOS app on my iPhone and It instantly crashes; It just shows the splasher and closes right away. Does anyone have the same issue? How often is the app down, and how long does it usually take for…
"Caller ID from incoming Calls" does not work if phone is locked
Hello everyone, In my Android phone, I have set up the preference "Caller ID from incoming Calls" in my Pipedrive App, to receive contact info from incoming calls. When I receive an incoming phone call on my Android (OnePlus Nord), if my phone is unlocked I get that contact info. However, if my phone is locked, I do not…
Why are outgoing calls showing up in my calendar?
Hi, Being a relativly new user of CRM's in general and Pipedrive in specific, I don't understand why outgoing calls made with the iPhone app are showing up as activities in my calendar? If i make 50 outgoing calls, I will have 50 entries in my calendar. I really can't see the benefits of this. Any input on this i much…
Morjens Suomen Pipedrive-yhteisö!
Moi! Sain mieluisan roolin, kun pääsen antamaan vauhtia tälle Suomen Pipedrive-yhteisölle. Täällä onkin jo mukava määrä porukkaa! Minä haluan kollegoideni kanssa auttaa parhaimman osaamisemme mukaan teitä Pipedriven haltuunottamisessa ja tehokkaassa käytössä. Olen nyt noin kymmenen vuotta tehnyt erilaisia…
Is there any way I can use the "search" function in mobile app to see clients per city?
Hi everybody. For people using iPhone, dont you think its inconvenient to manual logging for incomin
I bought android phone purposely to install pipedrive on it. Im aware that Android apps can automatically logging both incoming & outgoing calls. Thats awesome for me because i work as property consultant. Lots incoming & outgoing calls happened on daily basis. So, next year i would love to buy iPhone to replace my Google…
Ability to add leads via the Pipedrive app
I'd like to see this feature added to the app. Being on the go all the time but needing to wait to have the laptop or desktop open to add leads is a bit of an inconvenience. Let's make this easy to record new leads and grow the business!
When adding a new client. Do you prefer the default field of Instant message or Phone number?
When adding a new client. Do you prefer the default field of Instant message or Phone number?
7 Ways an iPad or Tablet can Help You Close more Deals during a Summer of Sales 📱 📈
What mobile tools do you use for work? Share in the comments below. The last year and a half have been challenging for almost every industry, but sales teams around the world adapted. In fact, the PC and tablet industry saw growth in 2020 following a steady decline in previous years. As remote and at-home work becomes the…
Customize mobile app
Hi, I have not been able to figure out how to add/remove a default filed to pipedrive's mobile app. I'd like to add the default field, instant messenger. The two default fields on the mobile app are the phone number and email address. Ideally, I'd like to remove the phone number and add the instant messenger. However, if…
Note-taking process in Pipedrive app makes no sense
Hello, I use the PD app to make calls while on the go. DURING my calls, I take notes. If the call lasts 20mn, and the person I talk to tells me figures, names, dates, etc. I want to write them down immediately. However, the Pipedrive app prompts me for notes for the call I'm on only AFTER I've hung up. I end up taking…
Question: How to save incoming calls from new customers
I have a client who receives about 50 calls a day from new clients. Once he receive such a call, he opened Pipedrive app to do the following: manually store the phone number as contacts in Pipedrive, and add an activity to store the phone call history. You can easily guess how painstakingly tedious it is if you repeat the…
Tablets, tablets, tablets
I noticed a trend that tablets are making a comeback; sales have increased significantly in 2020. So I'm wondering: who here use tablets for work? Why do you like it, when is it useful, what apps do you use?
Translation Mistake: Wrong date format in the Korean version of Pipedrive App
Greetings, I'd like to report a translation mistake for the date format in the Korean version of Pipedrive App. According to the Korean date and time notation, Koreans expect to suffix a day with a unit '일' but Pipedrive app didn't follow this notation: 1. Black Arrow: each date format ends with '건', which is a unit for…
LOVE the Mobile Application - 1 request?
Hello Pipedrive Team! First, I want to quickly point out that I've never seen such an intuitive yet powerful CRM application! I'm extremely impressed on how well the Pipedrive application can handle so much data and continue to make access easy and quick, so thank you! I'm wondering about the current integration with…

Mobile App

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