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668 results found

  1. Provide route optimization between deals/people while viewing the geolocation map feature in the mobile app

    1 vote

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    Open  ·  0 comments  ·  Mobile  ·  Admin →
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  2. Ability to customize the columns that display on the All view and have that be default

    1 vote

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    Open  ·  0 comments  ·  Data Cleanliness  ·  Admin →
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  3. Ability to switch from List Views to a Kanban view

    2 votes

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    Open  ·  0 comments  ·  Data Cleanliness  ·  Admin →
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  4. Allow for OR requests to be supported

    1 vote

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    Open  ·  0 comments  ·  Integrations & API  ·  Admin →
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  5. Add the ability to template milestones, similar to Task Templates, but exclusive to Customer records

    1 vote

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  6. I wanted to see if Pipeline has the capability to place logic in fields. For instance, we have some accounts that may have multiple owners. So if our sales rep is marked as the owner of a company I would want to have another field visible that would be required for them to fill out. Otherwise, I would like for the field to remain hidden if a sales rep isn't marked as the owner of the company record.

    1 vote

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  7. Ability to bulk update fields directly from the platform instead of performing an update by imports

    1 vote

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  8. For accounts that have open visibility (all records/global) allow team members/leaders to view executives calendars

    2 votes

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  9. Ability to set a maximum number of emails sent on campaigns per day then it pauses and continues the campaign until the next day.

    1 vote

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  10. Option to Disable Tracking in Campaigns

    1 vote

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  11. at the moment, if you go to the people list view and select 10 or fewer records, you can bulk-create deals for those records. It would be great if the cap is removed or at least increased.

    1 vote

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    Open  ·  0 comments  ·  Deals  ·  Admin →
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  12. 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

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    Open  ·  2 comments  ·  Activities  ·  Admin →
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  13. Looking to create a template in the activity section. There is a specific type of activity that should be written and it would be ideal if we could template it so all users adding this activity are following the same process.

    1 vote

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    Open  ·  0 comments  ·  Activities  ·  Admin →
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  14. Ability to create reporting for company and people records. Add more functionality to be able to create graphs from List Views

    1 vote

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    Open  ·  0 comments  ·  Reporting  ·  Admin →
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  15. Have the ability to send emails via Pipeline without needing to be synced with my email server. Being a large organization there are many concerns from GlobalTranz and now being integrated with WorldWide Express. We are aware of the email tracking & syncing settings but would really prefer not to send emails out of our inbox entirely but still come from users within our account.

    2 votes

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  16. The ability to customize Goals. As currently we can only choose from set objectives, which limits our goals. Many times a goal does not have a measurable outcome, how do we put those goals in the system?

    For Eg: Goal- CRM Implementation for Development team, managing each end and helping to train the team on the new software.

    1 vote

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    Open  ·  0 comments  ·  Goals  ·  Admin →
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  17. Have an option to allow Conditional Fields to only be required at record creation

    1 vote

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    Open  ·  0 comments  ·  Data Cleanliness  ·  Admin →
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  18. I would like for there to be a way to make a user on the account an admin so that they have access to account settings but limit their ability to remove my own admin permission.

    1 vote

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    Open  ·  0 comments  ·  Users  ·  Admin →
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  19. I would like to be able to opt-out of receiving successful import emails

    1 vote

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    Open  ·  0 comments  ·  Imports / Exports  ·  Admin →
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  20. Add an option in admin to restrict users to archive/unarchive deals

    1 vote

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    Open  ·  0 comments  ·  Users  ·  Admin →
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