Hi Community, Tired of endlessly scrolling through your Pipedrive deals, contacts, or activities to find that one crucial piece of information? You're not alone! But what if I told you there's a superpower built right into Pipedrive that can save you time and boost your productivity? This week, we're diving deep into the…
Could we get the ability to add an image(s) in a field which can show up in the pipeline and list view as well as an option? This image could be a small image as a thumbnail and be linked to an image in the file area of that project.
A CRM tool that’s used for sales and outreach really needs to allow filters based on whether the contacts (People) linked to an Organization have been contacted recently. Right now, there's no way to check, at the Organization level, if none of the linked People have received an email in the last X days. This makes it…
Can I request a new feild type? Ie feild / entitie look up with a level of filtering. We also use a Saas Application called Flow production tracking (see below) and it has lots of very powerful field types that let users customise th eapplication to their needs… please some of this :)
Hey everyone! 👋 Kenton here from RouterJet. We’ve just shipped a “Date → is within the last …” condition that you can plug into any RouterJet rule. Set the number of hours or days you need and the rule will only touch records inside that window. Why it’s handy Fresh-lead routing – send deals created in the last 24 h…
Hello. With the way we are utilizing Deals, it is important to retain visibility of 'Lost' Status deals indefinitely, within the parameters of selected date range(s). I am able to establish this with the 'List' view option, though unable thus far to customize for such on the KanBan or Pipeline screen - which is by far our…
When you try to find an activty in the "done" section of a deal or organization, you can only select all activities which can be a lot. The suggestion: to add some kind of drop down bar to let you pick a certain activity type. Why: We want to log our comprehensive meeting notes in pipedrive, but with so many activities…
Hello, I'm running a Zap that creates a new person and deal when we receive a call through CallRail. I use Find Person; if not found, create a person. I then filter the next step by looking at the status of the find person (FALSE). It then proceeds to create a deal with the ID from Find Person. It works great, but…
Hi there, I noticed that the 'does not contain' filter option is gone in Pipedrive. That is such a shame, we use it so much in our filtering of the CRM. For example, as in the image below. We'd like to filter out all people in this area, but not the 'data' people. How do I do that without using the 'does not contain'…
hi there, we have found that a filtered views by sales person in the list view of the deal pipeline is a really great way for us to review both individually and with a larger group how people are doing. Our issue is that there doesn’t seem to be a way to copy what columns appear and the order and the width from one filter…
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