Managing deals and leads efficiently is key to staying focused and closing more sales, and now you can archive deals, ensuring you keep a clean workspace for the opportunities that matter. The option to archive leads has also been updated so that behavior is consistent for both leads and deals. Highlights: Archive paused…
It would be nice if the History section had a filter so that we could filter and show specific types of activities. Or, it would be nice if we could add our own tab, like Calls next to Note and Email.
We need the option to change the "Lead Created" date to a custom date. Leads that are added into PipeDrive or converted from a deal, should not always have the date that the action was taken. Changing the "Deal Created" date is simple, but there's no option for changing the "Leads Created" date.
Pessoal, boa tarde! Estamos implementando o Pipedrive e preciso garantir que não seja possível inserir cadastros duplicados. A chave para verificação e bloqueio é o Número do CNPJ, alguém sabe como fazer isso utilizando o pipedrive? "Hi everyone, good afternoon! We are implementing Pipedrive and I need to ensure that it's…
Our team is utilizing the "comment" feature on Deals more and more. They would also like to do this on Leads, but it does not look like this capability also extends to Leads. Could this be a future Leads improvement? Where the Comment option could go:
Hello, can we please include the ""Name of the Activity"" (Ie Customised activity name, whether its a meeting, follow up call, calendar meeting etc) into the ""Leads List View"" please? If we have this, it will allow us to determine which ""Activity Types"" Require a particular action when Bulk emailing from the Leads list…
Hi. This seems like a newer issue that I'm having and I'm wondering if anyone could give an idea or two on where I could look to fix this. When a lead is created, I also create an organization and person. No issues. They all show in the proper place. However, when I attempt to change a lead into a deal, the organization…
Simply put— we need to be able to bulk edit Leads and make changes to Lead/Deal fields!
Hi there, Pipedrivers! Soon, you'll have more valuable insights into the origin of your deals and leads directly inside Pipedrive. What: The new Source field structure shows you where your Deals and Leads originated. You can use this information to better understand the ROI of your sales and marketing channels, such as…
Hello! I am wanting to track any deals that come from events we run with partners. Easy enough to add a tag "Partner Event" or similar to a "source" data field, but if I want to add a tag for specific events what is the best way to manage that? Initially it would not be an issue, but eventually we would have an unwieldy…
We recently had an issue with agents taking other agents leads and to our surprise, THERE IS NO CHANGE LOG FOR LEADS! There is no record what-so-ever. This is a HUGE vulnerability in the system and should be corrected immediately. PS. I'm aware that you can configure Pipedrive to prevent users from changing the owner of…
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