27 results found
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Person hierarchy/multiple association to represent relationships
Ability to cascade relationships OUTSIDE of multiple/single associations.
1 vote -
Adding a person into the system - Type Default
When he enters a person into the system, the workflow should be that the person is a lead and then he/she turns into a contact. Kenny would like the default to be a lead and then he should have to select "Contact" once the lead has been nurtured into the relationship state of contact.
1 vote -
Either display person status by name or add the ability to also display the name that the colored dot is assigned to within the list views
Please add the ability to display the name of the person status within the columns in the People list view. At the moment, only the colored dot is displayed and we have many statuses and would like to be able to see the status spelled out at a glance rather than needing to hover over the dot to see what that status is called if possible.
1 vote -
Sort or filter people under Company Page
It would be great if we were able to filter the people associated with a company by using certain keywords, or drag and drop to put them in a different order.
10 votes -
Archive people
Functionality for archiving people records the same way you can for deals.
1 vote -
Clicking on First Name or Last Name in a People List should take us to the person's profile page
When I edit a People List to remove the "full name" columns and add the "first name" and "last name" columns, I cannot click on either of the names to take me to the person's profile page.
1 vote -
Adding Instagram in a person's profile?
Would your team ever consider adding instagram to the social media fields in a person's profile? I would love this addition if possible. Thanks for your consideration.
1 vote -
People matching to companies
Don't associate contacts with companies by a company email. Do it either by web domain OR by matching other contacts domain.
2 votes -
DELETE LISTS FROM LIST VIEW
It would be nice if we could delete specific lists from List View rather than having to open each list.
3 votes -
Multiple Companies attached to a person
Allow for individual "people" to be associated with multiple "companies" similar to how a "person" can be associated with multiple "deals."
1 vote -
Add individual people to lists
It would be beneficial IMO to be able to add individual profiles to a list. For example, I have many people that I want to invite to the next lunch & learn. I realize I can just put the "Invite to Lunch & Learn" tag, but when trying to filter through those people, it doesn't always show everyone with that tag. In the 'Actions' drop down, there could be a "Add to List" option. This would keep these profiles in the list as we see fit. If I have a person that doesn't have any information other than an address…
2 votes -
1 vote
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Have "Deal Intelligence Fields" also available on Person List Views
Certain fields that currently only exist on the deal level (on grow) as part of the deal intelligence fields suite, would be helpful to have on the people list view. Including Time to First Activity.
1 vote -
phone
Display the company phone number for the associated company record on a person contact within the person details section. Sometimes this number can differ from the individual's work number and it would be helpful to be able to see both.
1 vote -
Assign new leads round robin
The ability to assign leads round robin from the front end or maybe through an automation.
1 vote -
Add a way we can "Tag" other profiles
It would make my day so much easier if we could 'tag' other profiles. Say, for example, I mention a person's daughter in activities or in summary. I would type '@' and then the daughter's name. That would create a link to the daughter's profile I have in Pipeline. Same would go for spouses or the person who referred someone.
PS I do not mean adding a tag in the designated tag section. This would be like tagging someone on social media.
2 votes -
Highlight, right click to Add contact demographics. Eg. Highlight in lincke or email and parae to create new contact recor
Copy Text to create a new contact (offer add to existing record/company or Update existing)
1 vote -
Allow multiple users to be assigned to contacts (Allow for Contact Sharing). Even in hierarchies peole need to see the Laywer, the Janitor,
Allow multiple users to be assigned to contacts (Allow for Contact Sharing). Even in hierarchies the people at the bottom need to see the Corporate Lawyer, the Janitor. (but not necessarily view the Lawyers, or Janitors, their activities or emails)
1 vote -
Having the ability to resize the blocks on the "People" view
More customization would be nice regarding the "People" view. Size capabilities, move, and change the Headers would make it real nice.
4 votes -
multiple first and last name fields
Create the ability to have two names associated to a person file. Many couples I have to put John and Jane (in the first name field) Doe (in last name field) however if they have different last names I have to put John and Jane Doe-Smith (in the first name) and hope it comes up with the search. Then put Doe (in the last name).
3 votes
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