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Welcome to the Sales Community by Pipedrive!

What's planned?
What's planned?

⚠️This is a read-only topic used by Pipedrive to communicate some of the features our teams are currently working on. ⚠️

📝Please note 📝

  1. Keep an eye on our Research and Beta testing channel  to see when some of the planned updates become available for testing.
  2. New features that are already live are announced in the What's new topic.
  3. You can share product feedback and suggestions in this topic.

Pipedrive reserves the right to modify the features in the What's planned? topic and does not communicate exact timelines.

Planned: more features in Leads Inbox 📥

As we continue to fine-tune and expand Leads Inbox's capacities (see this post), there are still things up our sleeve that we want to bring you over the course of the following months, such as...

  • Custom fields
  • Selectable columns
  • Bulk actions
  • Exporting Leads
  • Email integration
  • Calling integration
  • Leads in the mobile app
  • Leads Insights
  • Leads included in Workflow Automation

As you can probably tell, we've been hearing your feedback and taking notes. 😉

Learn more about Leads Inbox from our Knowledge Base and our Academy.

Pro tip: Join our Research and Beta Testing channel for the chance... (More)

Planned: Insights to get Product reporting and Forecast reporting

Our team continues working full-steam ahead to make Insights live to its full potential. 💪

The next improvements in line should be the ability to create reports including Products, and to create forecast reports.

These two will cover much-asked and much-needed options for our users to make the most of their reporting, making it more flexible and more informative.

A peek of what's on the horizon:

  • View and segment reports by deal Products
  • Measure by number of Products and value
  • Create Revenue Forecast reports in Insights

➡️ Learn more about Insights from our Knowledge Base and our Academy... (More)

Planned: Zoom integration

Update, it's live: https://support.pipedrive.com/hc/en-us/articles/360008910817-Pipedrive-Integration-Zoom-Meetings-BETA-

One of our internal teams has started to work on an integration with Zoom. During our mission to deliver this integration app to our Marketplace we hope to deliver to options to:

  • Schedule a meeting with Zoom details (link) from the scheduler and activity page
  • Log meeting notes and the Zoom recording in the activity

📝Please note 📝

Pipedrive reserves the right to modify and update the features in the What's planned? topic and does not communicate exact timelines for delivery.

Update:

We've opened up beta testing for this upcoming feature, if you're interested in trying... (More)

Planned: Share Pipedrive information with non-Pipedrive users

We know you sometimes need to share information with the rest of your organization and others outside that organization, but it's not needed to add them all to Pipedrive.

The team behind our visibility & permissions features is working hard on making it easier to share specific information with those people in your organization who don't have a Pipedrive account but need to be kept up-to-date.

📝Please note 📝

Pipedrive reserves the right to modify and update the features in the What's planned?  topic and does not communicate exact timelines for delivery.