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Share your challenges, concerns, opportunities, feature requests, customer behavior - you name it.

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Statistics & ReportsInsights

Posted 6 days ago

Insights Dashboard - Deal Value Condition Control

I'm looking for a bit more condition control on Deal Value. Am I able to do <= or values "between"?? This would be beneficial to have from a segmentation ability standpoint.

Does this exist and I'm just not seeing it?

2 replies

Liked by Ryan Hogan and 3 others

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Products

Posted 2 months ago

hippa compliance

Is pipe drive hippa compliant? If not, any thoughts on a timetable? Thank you.

2 replies

Liked by Art Powell

Answer

Tagging and @-mentionsLabelsTips & TricksSeeking Advice

Answered 2 months ago

I saw labels/tags appear some time ago. I still haven't got my head around how I want to use them. I like the ability to create 'standout' colours. ... access them via zapier and PD automations. .. but we would want them for multiple object types and at present they only exist in a single context which must be shared across multiple object types. contacts/deals etc. .. so created a few tags (labels) in the early days) ... but just couldn't see a good use for them given this constraint.

To be honest, I would rather have the ability to... (More)

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Feedback & Suggestions

Posted 3 months ago

Caller Feature: Call Record Lost when attempting to Save over Existing Caller Record

At present, if a user associates a Caller record with an Activity, marking it as 'Done', while another user is already using Caller, the user who started their call first may attempt to associate their Caller record with that Activity, and subsequently lose all record of that event.

For clarity and context as to how we first encountered this issue, we had two users try to reach the same person approximately concurrently:

Bob calls Person, opening a conversation with them.
Alice calls Person, and is unable to reach them because Bob is already on the phone with them.
Alice closes... (More)

2 replies