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Organizations
Organizations
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Martin Pecha
Growth Manager at COGVIO

Categorising people within organisation detail

It would be cool to have a possibility to categorise people visually in organization detail. We for example work with different teams/departments on different projects/apps and it would be cool to have them visually separated to see, in which team we have contacts.

Karel Dhoore
Venture Capital Investor

Enable organisation email link with deals and stop automatic contact person generation through smart BCC

Recently, I noticed that when manually linking a deal to an email message, Pipedrive creates a contact person based on the email address if no contact person is associated with the deal. However, an organisation (with an email address) was linked to the deal. Mostly, this happens when I don't have a contact person for a deal, and just email to "info@pipedrive.com" for example.

The image below shows what a mess this makes in the Person database.

Based on this I propose 2 things:

  • Enable smart BCC email links when only an organisation with an email address is linked to... (More)

Multiple contacts for our Customer success team post winning

so we just brought our account managers/customer success team. they use pipedrive to make filters etc for their work. one of the things they do is they add persons to contacts and tie them to organization for who they deal with. The problem is is that sometimes' their person is different than who we talked to during the sales process.

and so we can tie them to organization no problem.

but they make contact filters and want to use the deal filter to do certain pipelines and fields, but you can only attach one person per deal so their filters... (More)

Why is there no URL/website field type?

Why is there no URL/website field type? And why is there no default website field for organizations? Am I missing something?