692 results found
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Automatically associate google synced calendar event to contact
When a new event is added to Google calendar it should automatically associate the event to the contact in Pipeline
17 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.
22 votes -
Conditional Fields
Ability to condition a field depending on the selection of another field.
16 votes -
client account integration
Is there a way to integrate our client accounts into pipeline somehow? For example, the two biggest companies we use are MassMutual and SEI - it would be nice for the accounts to be in pipeline as well somehow so we can easily see everything that we manage. Also, it would be nice to share files from emoney advisor that the clients upload to their vault.
5 votes -
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.
13 votes -
Hide/Remove Decimal in Currency Fields
Option to disable or hide the decimal in Currency fields.
3 votes -
Apply Conditional Fields rule to records that are created AFTER rule is made
Require to fill in fields linked to a conditional fields rule to those records that are created after the rule was made.
4 votes -
Activity creation - custom field updated
Comstock Construction has a bid date (custom field, date field) that is updated periodically throughout a deals lifecycle, there'e been an ask to have an activity populated when this field is updated to show 1.) date updated and 2.) who updated this record, applying the same logic as when a system field is updated and logged in the activity feed.
2 votes -
Automatically Eliminate Duplicate Project Files
Our company regularly BCC's CC@Pipelinedeals.com to keep our emails internally accessible, but when you do this, it re-attaches any files/images in the email chain, so you end up having pages and pages of duplicate files at the bottom of a project.
If you could update the software to flag duplicate files from being uploaded, that would help our team.
3 votes -
Require Conditional Fields on Imports
Require Conditional Fields to be filled in before an import has been made to prevent the form from displaying after for each records
3 votes -
Task Templates: description template addition
it would be AMAZING if we could populate a template within the description of the task so that users could fill out answers to questions or standard list of questions/bullet lists (reminders on how to complete the task completely/fully could be inserted here).
4 votes -
Option to disable Unsubscribe links on bulk emails
Please add a way for me to disable the unsubscribe link being included with bulk email sends
3 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.
7 votes -
Archive
When viewing People list views, you have the option to add the 'Has Deals' column. However, if a Deal is archived, it will not be shown as associated with the person unless you perform a global search for the Deal name.
It would be highly beneficial to have some indication on the Person record or list view to signify that a Deal is archived. Currently, there is no such indication available via the person profile.
Implementing this feature would greatly enhance the visibility and ease of navigating archived Deals within the context of a Person. Thank you for considering this…
3 votes -
Add Last 18 months, Last 24 months to date filtering
Ability to select "Last 18 Months", Last 24 months when filtering dates in list views or reporting.
1 vote -
Share email campaigns with other users
Ability to share campaigns with other users so that they can view/edit/view reporting. As of now, if an Admin creates a campaign, others users cannot see them.
1 vote -
Add ability to choose which deal stage(s) are considered active vs. inactive
Comstock Construction is wondering if it's possible to have the ability to add or be able to update which deal stages are considered active vs. inactive.
Use case is:
Within our deal stages we have a “no opportunity” option, which for us means that we have either passed on the opportunity or the opportunity is dead (meaning it was not won or lost), is there a way to make “no opportunity” an inactive stage, similarly to “won” and “lost”?Where this becomes an issue for them is largely in the dashboard report and any list views when reporting on dollar…
1 vote -
Default Custom Field selections
Please implement an option to set a default selection for newly created custom fields
1 vote -
Ability to add CC recipient for Bulk Emails
I personally don't send campaigns or bulk emails out often but every time I do, we get a reply back from 1 person asking we CC others within their company.
I send bulk emails to several different companies but would like to use one main email address and the other emails associated with the same company should be CC'd instead of having the email go to each email address individually.
1 vote -
Spintax
With the introduction of email campaigns, I think the logical addition to this would be the ability to integrate Spintax into the list of capabilities to assure consistently high deliverability.
Spintax is short for 'Spin Syntax. ' Spintax easily creates variations of sentences or words, which can help you generate a more personalized and diverse set of cold emails for your leads. You can include multiple words or phrases between {spin} and {end spin}, separated by a vertical line | (pipe) to use Spintax.
1 vote
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