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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.
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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…
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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…
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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?
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iOS APP Notifications Badge
I've noticed that there is no notification badge on the Pipedrive Icon on iOS: is it a bug or a function intended ? In the second case, why? Thanks!
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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
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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
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Pipedrive should help us to remember to update the due date for each overdue activity
Hi people, I strongly suggest to consider that Pipedrive should help the users to reprogram overdue activities so we always have the activity List with planned actions and not bulked with overdue stuff. How about, the system automatically asking in the morning, to reprogram the previous day overdue activities so nothing is…
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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?
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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…
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Notification Update
Looking for feedback from other pipedrive users. Since the new Sales Assist update are other users having the same issue when you receive notification update you have multiple of the same item listed in following? Part 2 when you are in user overview and under tab "following" and try to unfollow a person, organization or…
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Email tracking issues
I track though Pipedrive. I'll either open whan I get a notification or periodically through the sales assistant. In addition, it will only allow you to see certain amount of opens. For instance, I had one contact with 108 opens. I could view the most recent ones then it would say 97 more opens...but I could not scroll…
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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…
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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…
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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 :)
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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?
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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.