Tired of using labels, formula fields, or third-party tools to prioritize your deals? We’ve built something better. 🎯 Scores is a powerful new feature that lets you define custom scoring rules to reflect how you evaluate opportunities — so your team can focus on what matters most. With Scores, you can: ✅ Prioritize deals…
In the future, if any issue occurs, we kindly request that your support team inform us and also email the account holder. This will help us keep our customers informed on time.
Hi, In our Pipedrive account, an activity creation popup always appears when we mark a deal as Won, even though: we have no active automation for this, and the “Show activity pop-up when deal is marked as won” setting is not visible in personal or interface preferences. The user has admin rights. We’ve also tested in…
I would like to use the projects part of the CRM but need to assign tasks to people outside of the company, like agencies and suppliers. They would not need a licence as will not be accessing the tasks themselves. It is for me to see who should be doing which part of the project and filter by that for the meetings with…
I don't know why but emails sent from within Pipedrive, which are one of the main activities a sales rep can do to move a deal forward, are not counted as an 'activity' on the deals listed in Pipedrive and do not update the "Last Activity Date" column in Pipedrive. Having emails count as activities would be a major help…
Is there a recommended way to log events against a person, organization, or deal/lead? For example, I would like to log an event against a person when they register for a webinar. My ideal is that this would show up in the feed like an activity, but it would be automated with structured data.
Hello pipedrive lovers, it would be really great to be able to create recurring spots in Pipedrive. For example, I have to do every month - tax returns - pay - etc ... I have a list of huge activities that repeat every month, every quarter .... and currently I have to create as many spots as I have repeat. It's quite a…
Hi community! Our Sequences beta just got even better - we've added Templates! Sequences help you structure, automate, and personalize your deal follow-ups, ensuring no important touchpoints are missed. From templates, you can quickly create consistent and professional playbook, saving time and boosting your productivity.…
Additional activity icons and/or the ability to upload custom icons may be nice. The activities feature plays a key role in making pipedrive a more useful 'system of action' for prospecting and internal transfer of duties for shepherding deals through the sales process.Â
Hello - Wondering if there is a way to duplicate or clone an activity so that we do not have to add the people and deal name every time.
Currently, the Two-Way Calendar Sync has a big flaw: it copies over external calendar items into Pipedrive as Activities. This is NOT necessary, as we do not need all of our calendar items pushed to Pipedrive as Activities. We only need to be able to see what is in the external calendar so that we can know when to schedule…
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