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Need for an internal Chat for the company as part of Pipedrive basic features !
Hello there ! I hope you are taking care of your health ! I wish sometimes in the near future you will develop an internal Chat in Pipedrive so employees can communicate between them about the deals. That would be fantastic. Imagine being able inside a deal that is followed by several people of the company to post a…
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@ tag / mention user into an activity note
Hi, It will be so good to have the possibility to tag a Pipedrive user (thanks to @) into an activity note as it's already done for the note in a deal / contact / organization ... Thanks
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Would anyone else like to have Pipedrive use tags?
Would anyone else like to have Pipedrive use tags?
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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…
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A tagged user in a deal note will not be notified if they are not a follower of that deal.
It is contradictory that when you use the @ tag all users are suggested, but if you choose someone who does not follow the deal, this person will not receive a notification. It would be useful if that person automatically became a follower of this deal and therefore also received a message about the note. I don't want to…
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Bulk add Tags to multiple emails
I love the idea of the Tags (I uses these in Outlook) however it is impossible to do this individually with the amount of emails. Would love to do this in a bulk select.
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Mention Contacts in Notes
It would be very helpfull if we could mention the Client's Contacts in the Notes, just like mentioning another Pipedrive's user.
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Merged: @Tagging on an Activity
This discussion has been merged.
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Find all my comments and mentions
Hi there, is it possible to find on a list all my comments made as well all my mention entries? I can find all the mentions where there is an answer (Sales Assistant), but how do I find my mentions where there is no answer? Thanks for your comment
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Merged: Tag / mention user in Leads and Activities
This discussion has been merged.
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Merged: @ mentions not working in task notes.
This discussion has been merged.
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Merged: Mention feature in Activity Memo
This discussion has been merged.
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Obtain Link to Note from the Web UI
When I mention a user in a note, they get a notification with a link to that note, looking like this: https://.../organization/123?objectType=note&objectId=42 It would be very helpful, if I could obtain this link also from the web UI directly, to point someone to a note without the detour of an email notification. The…
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"Mentions" notifications sent to SLACK?
Is there a way to send "mentions" in comments and receive the notifications in SLACK? If it is not possible inside Pipedrive, what could be a walkaround using ZAPIER for example.
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Mention deal
It is great that I can mention someone in a note of a deal. It would be very helpfull to have an option to also mention a deal in a note or anywhere in the text fields.
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In case you missed it... the best of Pipedrive in 2021
Looking to make a strong start in 2022? We've compiled a list of the best features we released last year to help you do just that. From closing deals faster with Smart Docs to finding more leads with LeadBooster credits, we think there's something for everyone. Check out our article and see what you may have missed in 2021.
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What are creative ways you tag your contacts within Pipedrive? What is your primary use of the Tag f
What are creative ways you tag your contacts within Pipedrive? What is your primary use of the Tag feature?
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Main menu sidebar
I'm thinking it would be great if mentions had its own place in the main menu sidebar that gave users a consolidated view of their mentions. it's currently buried in notifications and that seems confusing and cumbersome.
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Tagging for Micro-targeting, email marketing
I have a personal (digital) Rolodex of over 10k people as I've been in various sectors of life: politics, business, non-profits etc. Some of these folks fall into multiple categories: I want to solicit them for fundraising for politics or perhaps a local do-gooder non-profit, others I'd like to do direct sales via my…
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It's live: @-mention you colleagues
⚠️ Update: this is already live, learn all about it here. ⚠️ --------------------- Soon you'll be able to tag your colleagues in a note on that important deal while notifying them about your message to them. Communication is key and we want to make sure you can do this right on your important sales data.…
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Internal communication
Is there a way I can communicate with a team member through pipedrive? I need to alert or manager my team about certain prospects or ask for an update on a lead.
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❗🎥 In Case You Missed It - Here's May's Update! 🚀
https://pipedrive.hubs.vidyard.com/watch/1rnTfvD66CoC96EKSWNXfFIn case you missed it - Pipedrive now has professional grade features for your sales docs such as sharable document templates and e-signature tracking. 🔎 Want more details? Read all about it in our blog article: * 🇬🇧 In English
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New: Mentions and Comments for all plans (web app + mobile app) 💬 💬
Why? * Tag your colleagues in your notes, bringing their attention to deals, organizations, or contact people. * Collaborate more efficiently so that everyone can keep their work on track. * Comment underneath your mentions or notes, allowing for simple, fast, communication with your team. For whom? All users in all plans.…
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Beta Test - Commenting on Notes
UPDATE: This feature is now enabled for all customers of Pipedrive. So we're closing the beta-test. Do leave feedback in the comments! :) Hello all! This is a follow-up to the earlier post I made about @mentioning on Notes. We are pleased to announce Commenting on Notes. Please fill the form with your registered email…
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@-Mentions prototype testing
Hi! I am looking for 6-10 participants who are willing to test out our first design prototype for mentions in Pipedrive (no development yet, only clickable design). For this, please use the following scheduler link to book a time in my calendar for a quick Zoom call. EDIT: Thank you, participants found by now. This is why…
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@mentions in Notes - Beta Testing
We invite you to test out a beta feature on Pipedrive: @mentions in Notes. You can join this channel to receive regular updates on beta-testing @mentions -> https://community.pipedrive.com/group/mentions-beta-testing You can @mention your team mates (users in the same Pipedrive account) in Notes (deal, person, organization…
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For companies with many users: Would it be helpful to you to have an internal message board or note
For companies with many users: Would it be helpful to you to have an internal message board or note system inside Pipedrive instead of having to emailing questions or responses?