Great minds think alike

Title says it all. On a 10~ pages list, it takes forever to find a specific name/email. Having a search bar should make sense. ...read more

Hi there! I want to report on all revenue that is associated with a single company. We have a business where a single company account could be associated with hundreds of deals. Please add a filter where you can get an attribution report on all revenue associated with one company.    Our marketing team works hard to bring on new companies to our organization, but we don't know which marketing assets are most useful for bringing on revenue generating partners.   ...read more

Currently if you check the box to sync "Sales Call Made" to salesforce, under the activities tab of the Salesforce/Hubspot integration it will sync these calls as Tasks to Salesforce. These tasks come over with a type of "Call" and a subtype of "Task".  This **bleep** because Salesforce does not allow you to edit the subtype once it has been set.  It also means that these tasks show up with task icons in the activity history, rather than with call icons in the activity history. ...read more

Would be great to see the exact count of each list type so that we know how close we are to reaching our maximum allowance!  ...read more

Hello all, I suggest to allow the widget to exclude defined days of the week, i.e. weekends, since many of us will not offer appointments on these days, generally. ...read more

Why not put the UTM build module within marketing emails, or for that matter in sequences, snippets, templates web and landing pages?  ...read more

I would like to suggest  a way to scheduale a resume to specific sequences that I paused, without having to do it manualy.         ...read more

I want to be able to isolate the open rate of an email by template, and produce a report with the open rate as well as users who have/have not engaged - the same as the marketing email reporting but for sales email templates      ...read more

It would be great if we could have more flexibility when it comes to editing and personalizing the style and content of the documents in the Documents tool before sending them to clients or even automating them like the template function in Pipedrive.   We often use document templates containing different types of information and we edit/personalize it before sending it to the contact or customer for example in an NDA or IOI. Since this isn't possible, we need to download and edit it into different software.  ...read more