637 results found
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List affiliated companies/stores under main Corp/Company account
ABC company could be the main corporation/HQ. Create an optional tree with branches which show the other companies under/owned by the main Corp name.
ABC Company is main Corp/HQ
Company 1
Company 2
Company 3
etc...are owned by ABC Company and so user has option to list those those under the HQ2 votes -
goals
Provide the ability to delete or rename past goals, and sort them. It's a bit messy looking into the past now...like a never-ending pile of post-it notes that may or may not be relevant any longer.
2 votes -
Include an alert option for very important tasks to mobile app
Be able to add a notification to go to your phone about very important tasks to complete at a designated time. This would assist with getting tasks done in a timely manner without forgetting. For example.. if I need to call Joe at 9am, an alarm/notification goes off on my phone to contact him.
3 votes -
Activity notes export
I would like the opportunity to export/print the activity notes for a contact or group of contacts. This way, we can share the activities/notes on an individual contact, company or group of companies with others not in PD. I can explain further the idea if you give me a call at --****. Thanks, Jason Neimark
3 votes -
Dark/Night mode!
Simple - have a way to switch to dark mode similar to many other apps and web-apps out there. I did a mockup please see attached
3 votes -
3 votes
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2 votes
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Allow adding group of people as collaborators on an activity rather than requiring that they be selected individually
It would be great if there was a way to create a group tag that alerts multiple people on an activity. For instance, our team is growing, and instead of having to write out and tag each of our names individually, being able to instead tag @_____ in a comment that emails all of us on that team team.
1 vote -
Add reporting for user statistics
Provide more flexible reporting that would allow for design by individual users rather then just being limited to only filtering.
Provide the ability to report on individual facilities.
Provide additional 'user-defined' statistics and metrics for use in the Reporting.
Provide additional exportable sales metrics within Reporting.
Provide unique reports by individual so that reporting on things like 'What Have I Sold?" and "How Close am I to My Quota?" is possible.
Provide an easier reporting solution when it comes to individual contributions (e.g. more accurate win ratio based on dollars as opposed to the number of deals).
4 votes -
3 votes
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Enhanced sorting capabilities with List Views
Provide the ability within List Views to sort more than one column at the same time.
Provide the ability within List Views to sort by Deal Stage.
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 -
1 vote
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Better Change The Profile Placement
Okay so you recently changed the format of how the profile looks, and I preferred the old way but since we can't go back, can we at least have the flexibility to change how the format looks in settings. Like if we don't use 1/4 of the boxes in the profile can we at least have the power to collapse them and put them at the bottom of the page out of site on a grand scale not just one at a time? If we can go back to the grid version in people profile that would be great as…
2 votes -
New update is horrible
The new format update is a real time killer. Too many extra clicks necessary. Redundancy within the account page and activities. No need for the Bold Italic features that take up space so I have to scroll down to add an activity. No need for the Notify others tab to have to be unchecked every account. No need for Deal and person to be listed in 2 separate areas. Being able to click on task or event was much easier than having to click the + sign, choose task or event, and then add the task. I make 200 contacts…
3 votes -
Respond to sent emails from activity feed
Right now, to send a person a second email from the previous or 1st email sent, we have to back out and specifically go into the sent email tab.
5 votes -
1 vote
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Activity feed section - separate search function out at top
I enter every activity I do so all day long so that's the most important part of the software. Why do you have the search function at the top? It takes up room so there is hardly any room at the bottom of the screen to put my info.
Separate out the search function there to give more room to put the add an activity section higher up and more accessible2 votes -
For facebook leads, automatically link to their social media profile
When a facebook lead comes in, it's great that it shows me which campaign the prospect responded to, but it should be easy to automatically include a link to that person's social media account that they used to respond.
2 votes -
Improve searching by two letter state code
Hi Ideas,
Greetings from Lockdown London. I trust you are well.Please see below email exchange between myself and your customer service dept. I find it incredulous that 2-letter state codes can't be used on Pipeline.
Either me & my team are doing something wrong, or Pipeline needs improving.
Please help this disenchanted customer. Thanks! Spencer
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Hello Spencer,Thank you for your email. We are a product that is set up to allow users all over the world to use it and they do not all go by a 2-letter state abbreviation system. As a result, this may cause…
2 votes
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