668 results found
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Activity Count per Company/Person/Deal by User
Add a report that counts how many activities a user has created per record (company/person/deal). We want to see how many calls a rep is making per company.
1 vote -
Conditional Formatting on List Views (and, or)
It is critical for org to be able to filter down to records using the and/or function. My example: I would like to see my whole pipeline AND everything won YTD. Using the and function, i would filter to all open stages and won AND filter close date YTD.
1 vote -
Add a print function.
Add a print or pdf function. The platform is great but paying for a program without being able to print to our printers leaves the impression the platform is not fully capable.
1 vote -
Add create activity action for activity triggers
I would like to track calls, but if we connect with that customer I would like to mark them as connected. For example if I log a presentation it would log also log a call.
1 vote -
1 vote
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2 votes
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Add system list view for 'Archived Deals'
Include a system list view for 'Archived Deals' for all users so that they are able to more easily locate their archived deals.
2 votes -
Wrap text within column headers on list views
Please add the ability to opt in for text wrapping on column headers rather than just having the system truncate the name of the column when it is made smaller.
2 votes -
Edit Milestone Status Directly From a Customer Profile
In order to edit the status of a milestone you must click on the gear icon -> Edit then update the status in the new window and save.
It would be more streamlined if you could edit it directly within the Customer Profile.
1 vote -
Rename Past Campaigns
It would be nice to have the ability to rename a past campaign for better personal reference.
1 vote -
More flash, more pazzaz
You guys should have like explosions and like cool fighting giant trucks. Something to really mix things up! Heavy metal break downs after you input some data, maybe even like an announcer that makes you feel like you da man. Maybe like a cool dancing bear when you launch pipeline and he says, "welcome to pipeline dude, I missed you" and that way you feel better if you're having some depression that day. Also when you finish a deal the screen should go frosty and the announcer says, "you're as cold as ice bromio!" Just a few suggestions, I'll send…
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 -
The ability to apply a todo template based of a specific date
Todo templates set the due dates based on the current date. It would be nice to apply a template based off a specified date.
1 vote -
1 vote
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Add notifications and reminders based on dates
Provide an ability for the Pipeline App to automatically send reminder notifications whenever there are overdue tasks.
Present a pop-up screen, when viewing an active calendar, that will remind the user to re-connect with a client and / or lead.
Provide an ability to get reminders on Tasks without the need for having to integrate or sync email with the Pipeline App.
8 votes -
Remove inactive users
When in Agenda View, if I click to change the name of the person I would like to reassign a task to, it shows all of the deleted and inactive users as well.
Can you please update this so that it shows only the active users?
I attached a screenshot. Most of the drop down is inactive users.6 votes -
Visual summary of deals
I am responsible for the business of multiple different market segments. Each segment or project is composed of multiple deals . I can create filters for each project or segment but I only get a text list for each filter.
I would like to see a dashboard where each swimlane corresponds to a filter and in each swimlane I have one box for each deal with the deal name, the $$ amound and the background colour of the box is red, yellow, green based on the status.
I am currently achieving this with a different tool (Atlassian Jira with the…
2 votes -
Prevent email sync for selected users
As an admin I would like the ability to prevent certain users from syncing their email.
1 vote -
3 votes
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Allow user to designate default system fields for the Quickbooks integration
Please allow for us to designate or widen the selection of system fields that can be pulled from to create a contact with the Quickbooks integration. We need for the system fields for home address, home email, home phone and mobile phone to also be populated when selecting a contact from within Pipeline to be created within Quickbooks via the integration.
1 vote
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