637 results found
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Allow customization of "size" or space taken by custom field within a profile page.
It would be great if the size or space that a custom field can be displayed within a custom group could be edited so that it takes up anywhere from 1-3 spaces from left to right within the custom field group. I would like to be able to have a single text field display at the top of my custom field group and have the rest of the fields of various types display beneath it.
2 votes -
Recurring Goals
The ability to set up recurring goals based on an interval you select (weekly, monthly, quarterly, yearly, etc.)
2 votes -
1 vote
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When I click on a date for a task/activity, can a calendar just pop up? It would make it so much easier to reschedule
When I click on a date for a task/activity, can a calendar just pop up? It would make it so much easier to reschedule than the way it is now, if you don't want to choose one of the pop up options, you have to click several times before the calendar comes up to reschedule to a different date. It would be nice to eliminate all of the clicks..
1 vote -
1 vote
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During an email campaign, email should have the ability to compute the number of hyperlinks checked in the campaign letter
When sending a campaign that has hyperlinks to other companies, it would be nice if Pipeline could provide on a single page of those recipients who clicked on various hyperlinks. That way we could tailor a follow-up to the recipient concerning their specific interest. Right now, it's a pain because you have to go to the records report and view each recipient individually to determine what they looked at. For a nice example of how this should work, visit GMass. GMass does an excellent job. I would like that capability in Pipeline as well!
1 vote -
Rather than deleting emails one at a time, it would be most helpful if you could remove click the emails you wish to ignore and remove all
Clicking on the multiple emails you would like to "ignore" and then removing would be most helpful as opposed to removing one at a time!
1 vote -
Snap-to required fields that have been left blank.
Previously, when a required field was left blank while editing a person or company, the editor would snap-to that field if you tried to submit. It no longer does this, so if you have many fields it's a pain to have to search through and find the one required one that's preventing a submission or update.
1 vote -
Activities/Agenda
Provide a way to filter activities in list view.
Provide filtering in Agenda for more columns -including Person categories
1 vote -
it would be nice if we could have more 1 click options for call back. we have 1 or 7 day options. How about adding a month?
it would be nice to have more than 2 one-click options for Call Back tasks. How about adding 1 month?
1 vote -
templates
The tasks within to-do templates needs the ability to be sorted manually.
1 vote -
Send yourself email copy of an existing activity
You can send yourself an email copy of the activity in the notify others section, but after the activity is saved you can no longer send yourself a copy.
1 vote -
Ability to set created at time for activity before saving
I use the ability to change the activity time frequently, so it would be more streamlined if I could set the time before saving the activity.
1 vote -
Keep files attached to a deal activity associated to the deal
When a user creates an activity from the Company Profile they have the option to associate the activity to a deal. If the user also attaches a file to the activity, the file will be associated to the company, but not the deal.
1 vote -
The ability to toggle whether email sync associates activities to closed deals
We would like a way for emails to be captured on a deal page once the deal is booked. We do a lot of implementation after a deal is booked so tracking is very important.
1 vote -
Allow Google SSO for Pipeline for Gmail Extension
Please add the option to use Google SSO rather than our Pipeline username and password for the Pipeline for Gmail Extension.
1 vote -
activity
Add button to edit or delete an activity rather than housing it beneath the three vertical dots in the corner of the activity's window.
1 vote -
1 vote
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1 vote
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VICIdial and or other dialer integration for lead sourcing and notes.
Vicidial and or other integration for lead sourcing and notes. Ability for sales agents to not log off dialer and enter in all notes, appointments, and follow up from call to be saved in Pipeline.
1 vote
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