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🎥 Pipedrive-Nutzer für Werbevideo gesucht (und Pipedrive-Merch gibt es auch!)
Hallo zusammen! Ich bin Content Producer hier bei Pipedrive und suche Kunden für ein Werbevideo, speziell Kunden aus dem deutschsprachigen Markt, die entweder von HubSpot oder Salesforce gewechselt haben. Wenn Ihr interessiert seid, folgt bitte diesem Link zum Beitrag, den ich bereits im Pipedrive Community Research…
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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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Please fix. I need to reply to the email I'm CC'd.
Please fix. I need to reply to the email I'm CC'd. I'm CC'd on the email. But I can't hit the reply button. Of course I want to reply within the CRM. * Reply to Email <--- PLEASE FIX. NOTE: Why can't I upload an image to the forum? I'm trying to upload a screenshot, it requires a video type or pdf type, ugg. So I made a…
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1-click edit for Notes/Activities etc.
Hi Pipedrive team, In order to edit an Activity, you have to click in the top right-hand corner > find the Modify button > then type. Can we have sth like * double-clicking an Activity/note... edits it * maybe a keyboard shortcut like "e" in Confluence that lets you Edit a document * Or at least a quick Edit button I…
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Please fix: phone pop-up
Hi, When phoning straight from PD: I'm on the Organisation card, I click on the phone number > call from my phone > a very handy pop-up appears. When I'm done, I I click "mark as done" and then "save", PD navigates away from the current Org page - thereby denying me the possiblity to add a follow-up activity. Poor UX.…
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Beta testers needed for Sales Documents sharing and storing improvements
Easily share templates with your team in Pipedrive UPDATE: Thanks for all the interest in testing this feature! I am no longer monitoring this thread, so if you have feedback or would like to be included in testing please email my team at salesdocs@pipedrive.com 🙂 ___ Hi everyone, We've been making some big improvements to…
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Now live: Email Sender Name Editing in Sales Inbox 📮
⚠️ Update: this is already live, learn all about it here. ⚠️ ______________________________ Currently when sending emails from Pipedrive, users cannot edit the name that appears in the "From” field. We hear you and know this has been causing you frustration, so we're working to change it! Instead of sending an email as:…
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New: Edit your Email Sender name 📮
What can a user do? Good news! You can now change the name seen by recipients when sending emails from Pipedrive. For example, your job title, your full name, nickname, etc. Note that this feature isn’t available on Microsoft services, as unfortunately Microsoft servers don’t allow to edit the sender name. You can use this…
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Hotkey Video or List
Is there a Video or atleast a List of all the Hotkeys that a set by default in Pipedrive? Can they be changed somewhere?
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Make hovercards customisable & clickable
(the ones shown here: Deal, Org, Person hovercards) https://support.pipedrive.com/hc/en-us/articles/360000106249-Detail-View#C1 For instance it'd really help me if I could have a person's Job Title in their hovercards. It'd be nice too if clicking their email address took you straight to the email editor.
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Planned: visibility groups for Leads in all plans 👁️
Visibility groups in Essential and Advanced Visibility groups in Professional and Enterprise In our continuous effort to keep Pipedrive as instinctive as possible, we are working on one of the most requested features: giving Leads visibility settings, just like Deals have. Currently Leads are visible to all users in your…
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Realtime pop-up of New Deals since UI change
Hi, please could you help? Before the recent UI change, when our receptionist entered a new deal, it would pop up on our screens as soon as she clicked Save. Since the UI change however, this doesn't happen and we have to refresh several times before it appears. Is there any way of having the original functionality please?…
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Add a "are you sure you want to close this pop-up?" question before the Phone from Pipedrive pop-up
Hi Pipedrive team, When I start a call from pipedrive to my phone, PD pops up a very handy pop-up to take notes. However: 1 - it doesn't always detect that the call is over... 2 - when you click X, it just disappears... taking your precious notes along with itself. Can you please add an "are you sure you want to close this…
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Beta testers wanted for Revamped Workflow Automations (Advanced plan and higher)
Sneak peek below (wait for it…) : ) Hi! I’m inviting you to be part of a beta program, so that you have early access to the new Workflow Automation version. ➡️ ➡️ Want to know more? Want to enrol? Go here. ⬅️ ⬅️ (please don't comment in this post, it won't enrol you) Thanks!
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New: Note Scanner for Android mobile app live this week! ✍️ 📲
Pipedrive Note Scanner for Android What? For those who like to take notes with pen and paper, Note Scanner allows you to transcribe your handwritten notes or print documents into Pipedrive! How? * Click the Notes Scanner button in any Note view in the mobile app. * Take a picture of your writing/printed text. * Notes…
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Reporting missing all our features - the reason we bought pipedrive in thte first place.
I am a bit frustrated here and as a long time user of PD, I would like a call with a product manager of Pipedrive if possible. The existing Reporting Dashboard has now been removed entirely, and 'insights' is in its place. In my previous thread we were promised by several product managers that all the features of the…
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In the mobile app when adding photos such as to a deal would it be more convenient to be able to cho
In the mobile app when adding photos such as to a deal would it be more convenient to be able to choose multiple photos from your camera roll?
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Activity Icon Text descriptions
It appears that these icons changed and removed the text descriptions recently. For what it's worth I thought it was better with the text descriptions.
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New Activity view Mode
Hey everyone, what do you guys think about the new Activity View Mode in PD? Is anyone experiencing problems with it?
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Survey: What matters most in contact details of your leads?
We would like to help you to get the contact details of your leads easily. We have a few questions we’d really want to ask you to help us understand what matters most to our customers. Could you help us out? ✅ It shouldn’t take more than 3 minutes of your time. If you can spare the time, please add your input in this…
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Goals - usability testing invitation 🎯
⚠️ Update: we've filled all the vacant spots for this round of beta-testing. Thank you everyone for your quick response and availability! Hit the "Join Channel" button on this channel for access to more beta-testing and research announcements. ⚠️ **************************** Hi everyone! We are currently working on adding…
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how to change military time
please help me change military time
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New: Hovercards in the New Navigation! 🧭
Available to all users in all plans who are already using the New Navigation: * Hover over a Deal/ Person/ Organisation/ Owner and see details and take actions, without leaving your List or Detail view. * In case you want to change the stage of a deal, get contact information, or know the owner of a deal, all that can be…
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Community October roundup 🙌🏻
Over the last few weeks, the Sales Community was filled with awesome conversations between sales people and users. Check out the links below to see a handpicked selection of some of the most interesting discussions and join in the conversation. Sales related discussions 💰 * Tips for the best cold calling cadence * Where do…
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Toggle to working week in calendar view
Hi all! I hope you are well. I was wondering if there was a way to show only the working week (i.e. mon-fri) in the calendar view? This would give better visibility on different events happening during the week knowing I very very rarely have work activities planned during week-ends. Thanks!