Hi community! We’re starting this week with an exciting update: following a successful beta testing period, the Team Inbox feature is rolling out to users on both the Power and Enterprise plans. This will be a gradual release with general availability expected by the end of June 2025. Setting up a Team Inbox is restricted…
In our experience in managing over 50 Users with Email Sync turned on, we have found that the Email Sync > General settings feature of "Automatic linking" does not work well enough, and links email chains to Deals that are unrelated to what the email is about. We provide guidance to all of our Users when they set up Email…
Please let us change the default settings for the AI email creation. Our team members want it to default to Friendly tone and Standard email length. This should be a user setting.
In the same way email templates are used to standardise emails sent from Pipedrive, it would make a lot of sense to have email signatures templated for all users. This is a very simple feature that would enhance the use of Pipedrive and remove the manual management of signatures for all users.
allow alternate views similar to Outlook, e.g. preview on the right side of each email. ability to snooze an email, similar to Outlook and Gmail ability to un-send an email within 5 or 10 seconds similar to Outlook and Gmail. These are basic improvements needed to get the email module to prime time. The dev team should…
It would be really helpful to have an "Unread Email" button on the Pipedrive mobile app, similar to what's available on desktop. Right now, it's difficult to quickly find unread messages when using the app. Especially when I’m not at my computer, I like to check new emails to stay up to date, even if I can’t reply right…
Current Limitation: Email labels created in the Sales Inbox are only visible within the inbox itself. When viewing emails in Deal timeline views or Person timeline views, these helpful labels disappear completely. Requested Enhancement: Make email labels visible in Deal and Person timeline/history views, displayed with…
Has anyone had any luck setting a default font for email? I prefer the Sans Serif font as it matches our business aesthetic. However, the automated field (i.e., First Name) is in a different and bold font when the email sends. This mismatch in formatting and font seems unprofessional and sloppy. There are also specific…
Hi, I'd like to see the ability to delay send or schedule send of emails. I work at all hours of the day/night and sometime weekends. It would be nice to delay the send of the email to ensure I do not get iterrupted by a reply or to have the email delivered at a reasonable hour for the customer. I saw this is a feature…
It would be great if we could create our own folders for the sales inbox so we can keep them organized. The only option at the moment is labels
Hi Pipedrive team! Sales Inbox is a great concept, but if it is 2 to 3 times slower to process an email inbox than something like Gmail or Outlook, it reduces our team's productivity and creates resistance from the team to use the Sales Inbox in Pipedrive. Pipedrive has got to be the shortcut (the fastest way), not "the…
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