Sales Assistant

Sequence Automation for Sales Flow
Hi All, I have just set up the Sales Pipeline for my sales team, and they are really getting the hang of it. Therefore, I've decided to introduce them to automations to create sequences. The way I've done it is by adding an "Enroll in Sequence" field, where they can create a new option in the data fields and then trigger…
[Closed] 🚀🔮Be part of the AI revolution with Pipedrive 🚀🔮
UPDATE: This beta test is now closed; thank you all for participating. Hi, community! 👋 We’re working on bringing the power of Artificial Intelligence to your Pipedrive experience. This will offer you and your teams greater efficiency and effectiveness in your sales process. Here’s a sneak peek of what we’re working on:…
How can I print a list with phone numbers of everybody that opened the email and clicked on the link
Once I have the information that your platform gives of who opened the email and more important who clicked on the link of what we are offering, right after that is WHEN we want to call our contact because it is HOT , they will remember what they received and good chances they will be interested so we can move on with the…
Mentions Visibility
Having an audio notification and sending an email would be helpful. Using the @mentions feature, the light comes but its very easy for the notification to get lost in a system where there's lots going on. You have to remember to look to see if the light is on, and then even if it is on, there's often irrelevant things…
Sales Assistant - new notification
Just wondering if it would be possible to change the red interrogation point/question mark to an exclamation mark instead. Every time I see the question mark, I think something is broken, whereas if I see an exclamation point, I will know something needs attention.
Entegrations with Timeline
Hi everyone, Timeline is a whatsapp application that integrates Pipedrive. By training artificial intelligence, you can significantly increase your sales by giving automatic replies to your customers via whatsapp. Using the Timeline, you can send messages to your customers via whatsapp and see these messages in detail in…
📺 Webinar Replay! - Pipedrive Product Talk vol. 2: Latest innovations at Pipedrive
Hey, everyone! It was great to see so many of you join our Product Talk vol. 2 yesterday, in which Shaun presented Pipedrive’s latest innovations and our H2 roadmap! If you haven’t yet registered your interest in getting early access to our upcoming AI-powered features, you can do so via this form. Missed the webinar? No…
CRM Developer
I can quickly and effectively set up the sales process setup that you have planned according to your company. I can control CRM tracking, increase your sales and support your sales process with automations. You can contact me via my e-mail address or via whatsapp for a price quote. @--yakupinac17@gmail.com…
Summary for the Day Email
Can I turn off the summary for the day email permanently? I don't need MORE EMAILS! I went through and unchecked everything but I want to make sure I don't get these daily emails! I can see that I can change my daily email time, but I can't opt out. Sales Assistant > Settings > Manage Notifications > .... Then under each…
Better Notifications
I would somehow like my sales assistant to stand out more. The only way I see I have any notifications is that it lights up yellow, which isn't easy to see on a computer screen. All current notifications are on the left panel, with numbers indicating the amount of items I need to pay attentions to. The Sales Assistant…
Expected close date
Is there a way of an alert/reminder being sent to deal followers on the expected close date for an open deal?
Activities: Pop-up Reminders / Priority Setting
Is PD ever going to add the ability to enable a pop-up reminder for an activity? Not reminders via email, but a simple pop-up reminder on my desktop if I want it? Is PD ever going to offer the ability to set the priority for an activity in the activity window: High, Med-High, Med, low
Improvement : reduce chatbox instead of closing it
Is it possible to reduce the chatbox window instead of closing it ? Like Messenger on Facebook. Thank you
The new Sales assistant 👎
I am not a fan of the new format for sales assistant. I used to like being able to "Click all" and view within my current window, it now created a new window which seems like a clunky step backwards in terms of keeping a clean tidy user experience. I can't be the only one who feels like this?
Looking for beta testers for the revamped Sales Assistant
Hi everyone, We are making some updates to the Sales Assistant and Notifications 💡, and are looking for Beta testers! Here's what's new: * All notifications are centralised in one place and it is possible for you to customise which ones to see * Sales Assistant can be muted for the day * You can now get notified about…
New: Community notifications and Product updates in Sales Assistant 📝
What? We've made your life easier and now you can keep track of what's going on here in Community without leaving Pipedrive, including product updates: they will show up as notifications in your Sales Assistant (SA). For whom? All plans, all users with the new Sales Assistant Beta enabled. How does it work? * Community…
Notification Emails
Does anyone know how to get email notifications for any deals in pipedrive in real time? I have enabled my real time notifications in settings but have not received emails on any deals I follow. I added an activity and shifted the deal forward in the process as a test and never received an email. Any help would be…
Quick prototype testing
Hi everyone, We are looking for volunteers who can spend 5 minutes testing a Sales Assistant + Notifications prototype independently. All you have to do is follow the instructions on the screen. If you are interested, then please comment your email below and I will share the prototype link with you :)
How can I automatically create a task to follow up with people in the 'Contacts Timeline' who do not
How can I automatically create a task to follow up with people in the 'Contacts Timeline' who do not meet the set follow up frequency?
Invitation to share feedback on the Sales Assistant
Hello everyone! Evelina here from Pipedrive. We are currently working on improving the existing Sales Assistant feature, and are looking for users to give some input. If you would be interested in sharing your feedback with us, feel free to book a 15 minutes call at your best convenience here. Thank you in advance.

Sales Assistant

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