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New: Leads Inbox update - Custom columns and filters 📊 🔎

 

What?

We’ve just released custom columns and custom filters support in the Leads Inbox. Users are now able to:

  • edit the existing or create new filters in Leads Inbox
  • modify and re-order the columns in Leads Inbox

When?

Gradually rolling out to all users in the coming weeks

 

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Color

feedback

Hi Pipedrive team!

We are using Pipedrive for sales and service. I'm using the Pipedrive in the List View (attached photo). It is great that I can arrange the List View and follow the most important informations. In the service most important thing for us is the age of each deal and the actual stage. As you can see on the photo my list is sorted by the stage and I see the actual deals at the top. It will be great if every stage of deals would have different colour. Even greater option would be if some important... (More)

Add 'Bulk' Winning / Losing Deals

From time to time we can get a trifle tardy. Deals that have been won can accumulate and, short of import/export data manipulation, there does not seem to be a way to bulk 'win' (or lose) deals.

In list view I can use a filter to select deals and perform some bulk edit functions on deals. ... eg; 'Send Group Mail' , 'Convert to Lead,' or 'delete'

I would really like the addition of a 'win' and 'lose' buttons so I can make a multi-selection of more than one deal and 'win' them (in our own scenario).

Damn site quicker... (More)

Organization City does not show in activity list

Hi Pipedrivers,

I have created a list view in activities that shows the visits of fieldforce at the customer site. I have added a column for city of organisation.

But in most cases the column does not get populated. I have checked if affected customers do have the adress maintained correctly and for me it all seems to be maintained just fine.

As a workaround I have replaced the "city" column with the whole "address" of the customer which seems to be working better, but still i get feedback that in some cases the "address" column is not filled.

The... (More)