Hi, currently the API does not support neither creating a new mailthread nor adding a mail to an existing thread. This is very unfortunate as our SDRs are working with multiple email accounts for domain reputation reasons. The current email sync feature only allows to sync one email account... Even funneling all accounts…
Can the shortcut of "/" for search be changed, its messing up our ability to type dates into fields as each type we type a slash / it jumps to search and moves away from the date. Making it hard to enter dates via keyboard.
Hey, When are Pipedrive going to launch the above? Apparently, there is one for Google Mail but not Outlook. The vast majority of other CRM/Competitors in the market offer this. I know because we have conducted a trial of a few of them (and we are staying with Pipedrive because of the customer service is excellent!)…
We would really like the ability to add colors to different deal stages. For example, we would like to have a light green background for the stage Sent Contract to easily visualize the step. The deal cards need some updates also. Why is the deal owner just represented by a tiny icon? Please give us the ability to show…
It would be beneficial to have the ability to pin an Activity as you would a Note in a deal. We use the Activity to note and track the stages of an order, not the note section. It would be helpful to have this specific Activity pinned to the top of the deal for reference after the Activity is completed for easy reference.
In almost every spot in the pipedrive app where you can create an email, the compose area is just way too small. In the main New Email view, factoring in an email signature, the total height of the compose space is 200px, while there's over 400px space below the form field – why?! On this page, the email compose window…
Please add Expand All and Collapse All on the Plan view in Projects. Reason: When on the Phases view on the Plan tab, we have 8 different phases and our users only want to, typically, look at the one (i.e. the current) phase at a time, to reduce mental clutter. Currently it's time-consuming / annoying to have to manually…
Is there a plan to give the user the flexibility to view emails in non-conversation view. The way PD sorts emails is almost unusable when you have multiple responses. There needs to be a way to view emails independently, sort easily by date, key words etc.
Knowing the right keyboard shortcuts for the job is an often-overlooked skill that saves time and boosts efficiency, and I’ve written here before about the Pipedrive-specific shortcuts you need to know. Most sales professionals often have to jump back and forth between Pipedrive and other tools or browser tabs, and that’s…
In the sales pipeline view you can customize deal cards. It would have been great if that configuration also were valid for the Sales Forecast View, so you can see more information in the deal cards in Forecast View.
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