I'm interested in learning how to create a deal report that shows number of deals closed by month and also includes comparison to a goal, so having a goal of closing 100 deals per month and being able to see how you did in relation to that goal each month, thank you!
SmartDocs should have a settings option to not store documents in cloud storage and storing templates/documents in Pipedrive. At a minimum being able to create templates for the company directly within Pipedrive. As an implementation partner, clients commonly request proposal, contract, quote templates as part of a…
It will be very useful and interesting if Pipedrive builds a lead scoring system where a lead is assigned a score based on some factors such as Customer engagement: Which involves engagement with email campaigns sent to the customer, if they opened their emails, if they register or subscribe to the campaigns and so on.…
I would like to know if you can make 'Add products' a mandatory (IMPORTANT) field and also make the Item field mandatory for input?
Is there a way to show a numerical custom field with commas? I often enter large numbers and they are hard to read without a comma. Thanks!
I would love to see some opacity of inactive automations to better visualize active automations vs inactive/unused/in-dev automations. Since there is no grouping or folder structure to help organize automations, visualizing the cards is the next best method. I have added a picture below as a reference. Very small change,…
The automations are a "decent start" but they leave a lot to be desired … We recently had a problem because Pipedrive changed how the Slack integration works.Instead of being notified about this, we only found it because I was doing some updates and saw that one of our users' automations were failing. When I reached out to…
A lot of key information is held in datafields within the left side bar but, as far as i can tell, there is no way to widen this sidebar. In my company more useful information is held in data fields than in the activity section, at least initially, and the UX would be much improved if all the information wasn't squished on…
I'm wondering, why there is no possibility to attach files to emails directly from Pipedrive? I can attach a file to person or company or deal, but when I want to send this file with an email, I have to download this file and attach it from my computer. It doesn't make any sense. Can Pipedrive add this kind of function? It…
Why are emails not automatically considered activities like phone calls are? When I run filters based on last activity none of my recent emails count as activities. However, my phone calls are. Therefore, I have to go through the extra step of creating an email activity and marking it as done after I send an email.
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