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Data management
Data management
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Leads Inbox can now be sorted by column

A highly-requested update in the Leads Inbox is live! You can now sort your leads based on any of the available columns, giving you more control over how you see your data, helping you stay organized your way.

Expect even more Lead Inbox improvements in the upcoming weeks. Get a complete overview of Leads Inbox here.

 

Integrating with Pipedrive

Hey team, I'll start out by saying that I am no expert in what I am doing here, but that I wanted to simply share this for your interest only.

About a year ago, I was building a new production management system for our manufacturing company - my goal at the time was simply to allow our production team to do away with the hand written pieces of A4 paper stuck to the whiteboard with magnets, and covered in scribbles. At the time I selected Monday.com as our platform of choice to display the data. It's not perfect, but it's... (More)

Looking for early users for Required fields feature

Hello all,

Me and my team are looking for early users for Required fields feature. More info is to follow in this post, but if you are interested in having more control on what data is required to add deal/org/person, please leave a comment with your email here.

Best regards,

Kirill

Question: Can we keep deals in pipeline even when they got marked as 'won'?

Hi, this is an interesting question from my client.

Can we keep deals in pipeline even when they got marked as 'won'?

According to the Help Center article, Pipedrive automatically hides all the deals won or lost.

Any deal that has been marked as Won or Lost is removed from that view, as it no longer requires your continued attention.

But sometimes, these deals need additional attention; for example, my client runs on-site workshops and he has to take care of all the problems that can happen during this events even after the contract is signed. And he'd like... (More)