Pipedrive Workflow Automation beta-testing

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Good day @Nuno Oliveira

I hope that you have enjoyed a good week. All is fine with us.

It has been a couple of months since our last interaction. I wish to document/update my comments related to automations.

1) The absence of date-based triggers is an obstacle that blocks sales to new customers with considerable frequency.

2) When jumping over one stage deal, Pipedrive triggers all the automations of the ''skipped'' stage. For many of our customers, skipping a stage explicitly means that those automations are not required/desirable. It must be possible to disable automations for a skipped stage.

3)... (More)

Hello everyone!

DEAL, is the heart of Pipedrive! However to circulate the blood more efficiently LEAD needs to join DEAL as well! Let's talk business.

LEAD should have a design like DEAL, for example there should be PIPE defined for LEADs, in fact certain times you have at lease 3 to 4 stages for each lead.

Imagine I have integrated my website to Pipedrive. I am not able to show these LEADS in Lead section, but I have to put at the first pipe under Deal section! But why?

To recap :

1. LEAD should have an interface similar to DEAL... (More)