When you send emails to prospects and clients you often want to CC a Pipedrive colleague. When you start typing emails addresses you just get suggestions from Conctact/Persons but NOT PD users, you have to type the whole email address manually. Suggestion: include PD users in the list for email suggestion addresses when…
Hi Pipedrivers, A new update to your account’s usage section is out! The new data cleanup section lets you easily keep track of any existing deals, contacts or activities that might be assigned to a deactivated user at any moment. When you deactivate a user with open deals, contacts or activities assigned to them, you’ll…
Learn about Pipedrive user and permission settings here If you’re interested in configuring user permissions in Pipedrive to manage their actions, you’re in the right place. Learn from our resident expert James Campbell how to set diverse permissions for user groups or individual users, and understand which actions can be…
Hi everyone, I wanted to know if there was a way I could hide financial info (i.e deal value etc) without restricting too many permissions for my other team members. I'd like to keep the value numbers just for upper management, but would still like to allow users to edit other deal information. Is there a tool I can use or…
I understand that some features are only available for higher plans but especially when features which are mostly used by the management it should be possible to upgrade only a few user. It doesnt make sens to upgrade all users only to have custom fields as a filter in a report for me. That is really annoying.
Hey! I´ve created a new report to show my colleagues all accounts they own. When I share it to them, they can only see their accounts and not all of them. Do you know why? Or how can I change that? All users have same permissions.
Can Pipedrive be set up for multiple countries with multiple users that are integrated so I can have a whole of company (many countries) view and reporting? If so, are there any links to tutorials?
It'd be nice to allow Everyone permission to edit instead of just being able to view a report. Currently, you have to individually click each user to allow them to edit instead of being able to just allow everyone to edit
Hello pipedrivers! Pipedrive’s two-factor authentication (2FA) security feature has been updated to allow authenticating via an authenticator app instead of using a verification link. To access two-factor authentication, go to Personal preferences > Password and login > two-factor authentication (2FA) and enable either the…
Hello, is it possible to create an admin account and a user for commerce by only paying a subscription? Because I would like to have control and visibility over the account but a salesperson who is not the admin role?
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