662 results found
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View deals as cards within a column-based funnel (L>R).
Instead of only being able to view deals as line items in a list, it would be helpful to visualize deals as cards in a column-based grid. This would be helpful for sales reporting meetings, where the funnel could serve as the centerpiece for conversations around pipeline velocity and status. It would be helpful if our team could view each pipeline stage as a column and discuss all deals at that stage. Furthermore, if ripeness could be displayed on each card, that would be stellar. This could be as simple as adding the Age column's value somewhere on the card,…
7 votes -
View a file without clicking on it
Having multiple uploads inside a deal sometimes people don't name it correctly or there are a million uploaded to look through to find something. Could there be a view icon just to see what the first image of the file looks like either you could put the mouse over the view icon or click on that to see? This would save time rather than searching through all of these uploads.
1 vote -
Add quoting feature
I use this to track custom projects that I use another platform to quote on, it would be nice if I could provide a quote directly from here.
7 votes -
Revert Option
It would be so valuable if there was an "Undo" button that was accessible within a certain time frame after making Changes in Pipeline that may if you made an error updating several records you could easily revert those changes.
1 vote -
Email inbox visual customization
Provide the ability customize the font and color of the email inbox.
1 vote -
From Dashboard- have link to the Task/Event notes showing in the Agenda.
From Dashboard- have link to the Task/Event that is showing in the Agenda. Making Task/ Event notes- more accessible. I use the notes to prepare me for the follow up task/ event- currently I have to go to Edit to read the notes and prepare for the call. Having the note as a click option would save time.
1 vote -
Add Outlook Integration Enhancements
Provide an option to sync, or not sync contacts ,with the Outlook calendar and contact integration.
Provide seamless functionality between the Pipeline App and Microsoft Outlook.
7 votes -
Customizable automated templates
Provide a new Automation that will create templates to automate common processes such as follow-ups and introductions.
Provide a new Automation type that will provide the ability to set-up a fully functioning Deal sequence and cadence Tool.
7 votes -
Recurring Goals
The ability to set up recurring goals based on an interval you select (weekly, monthly, quarterly, yearly, etc.)
3 votes -
Display who was tagged on note
After a note is added, display members who were tagged in memo..
Also when editing, be able to tag someone then.4 votes -
Add more field options to activity report - system field for "lead source" specifically
I would like the ability to add more fields to my activity report to increase my filtering options. Specifically, I would like to see the "lead source" system field added so that I can isolate and quantify lead follow-ups by source.
3 votes -
Email tools available in line within the Email
Email shortcuts(Similar to Gmail) built into the email inline instead of the dropdown. Snooze, archive, and delete easily in line when managing emails.
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 -
Go to top search result when pressing Enter
When using the quick search on the main screen the top search result should open when pressing Enter.
I'm sure this is the way it used to work until recently? (as I now keep pressing enter & opening some random result).5 votes -
Completed Items on Calendar
I would love a way for completed items on the calendar (showing as crossed out) to NOT show in the calendar.
2 votes -
Have an Option to revert back when changes are made to the system like the new changes to the Calendar (color customizations)
User has spent 3 years developing a workflow w/ Tasks, events, Calendar from how they color code it to appearance and now has to figure out a new way of working with these items and changes that works best for them.
3 votes -
Global Navigation Customization
It would be helpful if changing the name of "deals" to "visitors" in the global header portal would also change all other instances in the account.
2 votes -
1 vote
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1 vote
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Copy and Pasting in the address field
With the new "Add Company" dialog box, you can no longer cut and paste the entire address into the Address field and the entire address would auto fill. This adds a tremendous amount of time to adding Companies when you can not import a file.
2 votes
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