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Sales Assistant
Sales Assistant
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2 questions
17 posts

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🎥 How to customize your notifications, follow topics, and join channels in the Community.

Improvement : reduce chatbox instead of closing it

Is it possible to reduce the chatbox window instead of closing it ? Like Messenger on Facebook. 


Thank you

The new Sales assistant 👎

I am not a fan of the new format for sales assistant. I used to like being able to "Click all" and view within my current window, it now created a new window which seems like a clunky step backwards in terms of keeping a clean tidy user experience. I can't be the only one who feels like this?

New: Community notifications and Product updates in Sales Assistant 📝


We've made your life easier and now you can keep track of what's going on here in Community without leaving Pipedrive, including product updates: they will show up as notifications in your Sales Assistant (SA).


For whom?

All plans, all users with the new Sales Assistant Beta enabled.

How does it work?

What can I do?

  • In Sales Assistant: control your notification settings.
  • In Community: control what you follow and get notified about (spot the now outdated part of the tutorial 😉🎉)
  • Community notifications are only sent to Community members. Not a member yet? Simply log in straight from your Pipedrive account, no fuss.
  • Product updates are sent to all users.

🔎 Learn all about the Sales Assistant here.


🔔 Follow the What’s New? topic to get notified about new release announcements. 🔔

Email tracking issues

I track though Pipedrive. I'll either open whan I get a notification or periodically through the sales assistant. In addition, it will only allow you to see certain amount of opens. For instance, I had one contact with 108 opens. I could view the most recent ones then it would say 97 more opens...but I could not scroll down to see the additional open dates and times. Which would still be frustrating because I'm not sure how many of the 108 openings are authentic. The majority have the same date and open time.

Another question, when I open the sales assistant to review emails open, is there a faster way of reviewing than having to scroll down repeatedly. For instance, when I open the email to get more details, I'll close then I have to open sales assistant again and scroll down to the next opened email. I got the following response from your support team...

"I see what you mean it's not the most user friendly feature but that is actually a great point I can see how you and other users would benefit from a change in that, I will pass the feedback to the product developers you can do the same here:"