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Private view options for custom sidebar boxes

Hi there - would love to request that Pipedrive add a custom sidebar option that is able to be viewable ONLY by the user who is logged in. There is some information I would like to keep private from other viewers who share deals and currently this option is not available.

DoloresPipedrive Employee
Product Researcher at Pipedrive

Gathering feedback about navigation

Hey dear Pipedrivers! 😊

We are currently researching how to improve Pipedrive navigation. For that I would appreciate your input. Have you faced any issues with navigation in Pipedrive? Have you struggled with finding something from the menus? Do you think some menu items should be located or grouped differently? If you have something to share, please write in the comments 🙏

Adding some screenshots to illustrate what I mean – the main menu on the left side, the menu that pops up on the top right corner, and all the second layer menus like inside the Leads inbox.

If you would like to give more thorough feedback and discuss the navigation topic further, please schedule a quick call with me. You can book a suitable time for a call from this link.

New: Insights side navigation menu revamp 📊

 

What? 

It is now possible to:

 

  • Create new sections in sidenav menu for reports and dashboards
  • Add items to newly created sections
  • Rename sections
  • Delete sections
  • Bulk delete several reports at once
  • UI change - there is now a single button for creating Dashboard, Reports and Goals (located next to search)

 

For whom? 

All users and plans.

 

When?
Available now for all regions.

Połączone szanse sprzedaży (usługi i produkty) w ramach jednego kontraktu

Cześć,

Znacie sposób na połączenie kilku szans sprzedaży (relacje) w Pipedrive? 

Chodzi o przypadek połączenia kilku różnych szans sprzedaży dot. jednego klienta (a właściwie kontraktu) w grupę. 

Nie znalazłem żadnej innej opcji poza "Szansami sprzedaży Organizacji", ale nie ma tutaj zależności w odniesieniu do wspomnianego kontraktu, gdzie mamy np. usługi dostarczenia serwerów, utrzymania systemu (rozliczane miesięcznie, subskrypcją) z dostarczeniem produktów. 

Umieszczenie powyższych informacji w jednej szansie sprzedaży zakłamuje statystyki i raporty (to można obejść), ale nie ma nic do wygodnej nawigacji pomiędzy szansami sprzedaży w ramach takiego kontraktu.