617 results found
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When a team member assigns a Task to someone else, include WHO assigned that Task in the Task itself,
When a team member assigns a Task to someone else, include WHO assigned that Task in the Task itself, not just in the email notification.
11 votes -
When you complete a Task you notify a Team Member that you completed it
When you complete a Task you notify a Team Member that you completed it with a simple a pulldown and clicking their name. I assign tasks to team members, and now they have to go and create an Activity which is an extra step.
7 votes -
Not automatically associating activities to an individual in a company when there's only one person listed
When adding an activity to PD, it automatically associates a person to the activity if there's only one employee in the company. Instead, it should default to "None" and allow you to choose if you want to associate your activity with a person in the company, as it does for companies with multiple people. Attached are screenshots of the automatic setting for companies with multiple employees and one employee, as well as the drop-down menu for a company with one employee. None should be the default, not Test Person 1.
13 votes -
Adding Feature to View Email Address associated with an Email Activity in Activity Feed
An email activity recorded in the activity feed will start with "John Smith sent an email to Jane Doe at Company Name" and will then include the subject name and the contents of the email. However, it will not show the email address contacted for Jane Doe.
If Jane Doe has 2 emails, then, in the current state of the activity, we do not know which of Jane's email addresses were contacted.
Could Pipeline add a feature to allow us to view which email address, in addition to which person, we are contacting?
Thank you!
4 votes -
Texting customers through Pipeline
Most of our customers respond so much better to texts than emails or phone calls. We currently use Podium to text our customers estimate reminders, follow up to our bids, etc. However, Podium and Pipeline don't integrate and even an app like Zapier doesn't help. We would love for Pipeline to integrate directly with Podium or for Pipeline to have the ability to text customers directly from Pipeline and track it as an activity, just like it does with email.
6 votes -
Deals
Being able to add a "Files column" under the "Deals List View". I think it should look like the activities column, where you can click the button and it pops up and shows you all the activities. But in this case, when you click the file button it pops up and shows you all the files attached to the corresponding deal.
2 votes -
Modify the Win Ratio to reflect Won Deals/ Estimates Given
Currently, the Win Ratio is a % of Won Deals divided by Won Deals plus Lost Deals. For many sales teams, in my case Painting estimators, we are interested and track our sales people's Win Ratio on a weekly and monthly basis.
It would be more useful is the ratio was a simple % of Won Deals versus Total Estimates Given.2 votes -
Viewing Calendar Events
Pipeline Team,
Currently, it looks like only the Admin User is able to view other user's calendar events (both on the physical calendar and within the agenda section on Deal itself). If I'm a Manager but not an Admin of Pipeline with my company, I'm unable to view my staff's calendar events, only my own.
Can this be adjusted? Feels like it should be a standard/core feature of the system.
Thanks,
-Jeff
6 votes -
Owner Change Notification
To have a notification sent to the previous owner when deals or companies changes ownership
2 votes -
Allow selected users to update shared list
Only the owner of a shared list can make updates to it. Allow selected users to also edit the list.
4 votes -
Disable Notifications When Creating Goals
Have the ability For Admins/Exec's to turn off notifications when creating goals for others. Now the system sends out notifications to what feels like every user in the platform.
1 vote -
Add mobile app Pipeline feed to desktop version
The mobile app has a simple feed of recent pipeline activities: closed deals, updated deals. It would be nice if this were viewable in the desktop version.
2 votes -
Track Revenue for multi-year deals via a single deal
For example, let's say we close a deal that yields 100k in each of FY23, FY24, and FY25. The ideal state would be to forecast a single opportunity so that the 300k total deal value is split between the three financial years in our revenue forecasting.
1 vote -
Properties: I would like to be able to enter Property Addresses into my CRM and be able to search them.
1) Enter Property Addresses into my CRM and be able to search them like we do Companies.
2) Option to select to visually see the property addresses I've entered displayed on a map
3) within this option to show who the owner is, the last entry date of ownership,
* last time I spoke or followed up with the owner or their designee,
* who the property manager for this property is
* matrix of the property (square footage, purchase price, CAP rate)
* the ability to customize and add other options.
* ability to upload a spreadsheet with data…2 votes -
Primary Contact Next Task Columns in Deals
Add columns for the primary contact next task in the deals list.
1 vote -
Add additional Pipeline views to Dashboard options
It would be great if we could add additional filtered/saved Pipeline views to our dashboard to allow us to see the details of each Pipeline on the page without requiring that we update the filters.
1 vote -
Person hierarchy/multiple association to represent relationships
Ability to cascade relationships OUTSIDE of multiple/single associations.
1 vote -
Send notification email to all users in account
As an admin I would like to send a custom email notification to all users in the account.
1 vote -
Option of having a Parent Company in order to see what companies are under the Parent Company easily.
Create an option for Parent Companies, many of our customers/prospects are part of a group of companies and it is a manual process for us to keep track of it and many colleagues do not update the info or track it in a different way, when we share a group of companies with others it is difficult to keep track of changes, etc.
In the parent company view, we should be able to see all of the companies listed in one view and a "Parent Company" field in companies. Parent Companies would act the same as a company, i.e. you…
3 votes -
Unique URL for Templates
Email templates should have a unique url so you can easily reference them with teammates in an email.
8 votes
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