Make merge tags work when you send a test email so you can test the merge tags. Right now, if you select "send test email" all of the merge tags will just appear blank in the test email you receive. This seems like an oversight.
Notifications for live chat are quite frustrating - desktop notifications only last as long as all other notifications so easy to miss if away from your desk. Would be good to get an email notification to all people who are signed up for Live Chat when someone is waiting. Also to have the tab bar to change with a message…
It is currently possible to add a photo of a contact person of an organization. But it is not possible to add a customer logo to the company where that person works. In this way, the organization becomes more visually recognizable. It may also be possible to make this logo visible in your general pipeline. This also makes…
I need to be able to filter my many projects based on any fields that I may have available, including custom fields that I have added to projects... Because I am managing many projects it would be most helpful to create & save these filtered views! Also - as I have requested in a separate tech discussion, I need projects…
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…
I think Scheduler could offer email/text reminders as a feature to ensure prospects do not forget the meeting
We are logging these numbers on a weekly basis and plot it in excel and report to our shareholders. It would be great to have a graph that automatically produces this.
When a product is added to a deal currently there is no way to create an activity or do any automation. When products are added this can be a critical step and needs to allow automation of the workflow to happen. For example Product XX is added we need to create an activity for an employee. Product YY is added then an…
I don’t consider this so much a new idea- rather a logical progression- I have started using Projects in Pipedrive and really like it and would like for them to sink with the app as i use the app and desktop interchangeably. Anyone out there also facing the same challenge?🙏🏻 It’s rather a disappointment & downside to…
Hi, It will be so good to have the possibility to tag a Pipedrive user (thanks to @) into an activity note as it's already done for the note in a deal / contact / organization ... Thanks
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