Please add a checkbox to the corner of deal cards so that we can select multiple and have the ability to perform bulk actions, just like we can in the list view. It would also be nice to have a select all for each pipeline stage. For example, I am looking at my deals by card view and I want to send a group email to a…
Hello everyone, It would be really useful to have the ability to select multiple contacts from the Contacts > People database and add them to the Leads database in bulk. Currently, the available options are: Manually opening each contact and adding them as leads one by one. Searching for the prospect’s name directly in the…
Hi, I would be great to be able to make mass modifications to projects, similar to what can be done to activities / contacts / organisations / deals etc. Best
I would like to suggest that followers be added to the bulk edit feature for deals, people, and organizations. This gives managers daily activity snapshots the following morning via email which is very useful.
Hi Pipedrive Team, I’d love a feature that allows users to push all activities forward by a single day in bulk. For example, if I take a day off and have 60 follow-ups scheduled, I’d like to shift those to the next day and cascade the rest of the week’s activities accordingly. This would make managing tasks after a day off…
I do the majority of my work/task management using Pipedrive's activity list view, which is very helpful. A huge pain-point is that I have no way to bulk add or bulk edit activities to my leads & deals from the activity list view. Given that the bulk edit feature on the deals list page is specific to "activities," it blows…
Hi expert, I am new to Pipedrive, please help me out. I have many contacts, and I am also sending physical letters to those contacts. ( I know that sending group emails can have the record) ( I am asking for my own physical letters record) Any suggestion is appreciated. :) The question is, how do I make the record in…
Simply put— we need to be able to bulk edit Leads and make changes to Lead/Deal fields!
Hello there, As lead labels (and soon Contact labels) can handle multiple labels, it would be VERY helpful to be able to be able to ADD or SUBTRACT from existing labels (without having to replace all). For example: - I have 50 leads. Some have a variety of different existing labels - I'd like to quickly add a label to 25…
Right now when you bulk edit, it replaces the current value, but what if you can add another value to it so you have multiple values in your custom field that looks like this. Here's what it could look like... The system is already capable off adding values when merging contacts, so why not have this feature be added when…
It looks like you're new here. Sign in or register to get started.