Since this week, when the title of a deal is long, it no longer automatically returns to the line. It disappears on the right-hand side of the screen, making it impossible to see the full text. I used to make a brief note of the various actions taken, using the maximum number of characters in the deal title in order to…
We sometimes have "fast forwards" for deals in our sales pipeline. For example sometimes customers don't want a presentation of our product but directly buy that product. Then we directly forward the according deal to the "sold" stage i.e. the deal skips the pipeline stage "product presentation". If I now create a deals…
Hello everyone, I have a question: How can I change the owner of a deal based on the phase? The issue is that our business structure is set up differently, and each employee takes over the deal depending on the phase. For example, in our sales board, we have a phase called "Communicating with Customers." When we…
We would like to be able to restrict who is able to move deals into certain stages within pipes. Some of the later stages of our deal process involve launching our products with customers and there are only certain people within our business who are tasked with doing this and we would therefore like to restrict who is able…
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…
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.
1.- For pipelines that it has too many stages, let's say over 10 stages (and when it is not negociable ):, to have the ability to spread the view with a horizontal scrolling at the button will be very useful, other wise it is looking very weird like: 2.- In the last case, present a better solution to show the names of…
Good morning. I'm wondering if someone can help me with pipeline deal values and forecast reports. Currently, when we set up a deal we annualise the potential contract amount so for example if the contract value is worth £100,000 annually that is the figure we would input into the deal value. However, the first order could…
We recently redesigned our pipelines according to specific criteria. It would be useful for the team to be able to refer to some kind of description or instructions for pipeline stages (as an easy reminder). Is there an existing way to add information like that?
I know many people use pipedrive for the multiple pipeline support. However, the inability to archive old pipelines no longer in use is a big missing piece of functionality for us. There are many times in which a pipeline is no longer needed, but you don't want to lose the deal history by deleting the entire pipeline. This…
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