Having the ability to duplicate a Pipeline would be great. Be able to have a copy of the Pipeline with all of the same deal stages. Instead of having to manually re-create the Pipeline and all Stages currently.
Hello! My team would like to request a feature where we can pin a skeleton note at the start of each new deal in PipeDrive. Ideally, this would just be a simple automation for us to keep track of target pricing, competitors, etc. Is this feasible? Are there any current features like this that can work on a deal-by-deal…
Good afternoon to all, For almost a half year I'm using Pipedrive to organize my contacts and get as much efficiency out of my sales. I started my company with one e-mail address (existing one taken over from another business) now I NEED to add a second one. I didn't believed my ears when I heard that even with a more…
Hey team, It would be cool if there is a feature that when you add a contact you just make a photo of the business card or a screenshot of the email signature and it automatically will be saved as a contact in pipedrive
I am viewing a person or organization. I would like to link an email with that person/organization to a deal from within that very same 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…
While setting up an evaluation via the API I accidentally deleted a few people to much, this was eye opening as I discovered that there was no way to restore them. I read somewhere that customer support can help restore stuff, so my suggestion is: Let users (admins) restore what they accidentally, hopefully, deleted.
We often come across a contact or Deal that has hundreds if not thousands of emails showing (since we have Users have their emails Shared by default— something we will be clawing back soon). In order for the system to better show Users which emails are Linked, and therefore visible by everyone, we think there should be a…
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…
The option to update/unlink "LINK TO A DEAL OR LEAD" within the lead/deal/project module, not just in the Sales Inbox. This is an issue for businesses that have multiple deals open against single individuals or organisations at a time, causing the wrong emails to be linked to deals.
It looks like you're new here. Sign in or register to get started.