662 results found
-
Search for company emails in email composer
I would like to cc a company email when composing an email, but I must type the whole address. The search does not find company emails.
1 vote -
Rearrange Order of Event Modal
When creating an Event I would like the Name field to appear second because I would like to first select the person (record) it is associated with and then enter the extra information below (ie: Name of event, start/end time, etc).
1 vote -
Ability to place a task or f/up on an activity
It would be great to be able to place a task or f/up flag on activities rather than having to close out of the activity and then create a new task somehow referencing back to that particular activity.
1 vote -
New Company Page Format
Please change this back to the original format or at the very least provide the user the option to choose. Pipeline used to have an option to convert a company to a customer, designed similar to this new format, or to keep them as a contact, the original format. Kris Lennon
2 votes -
Dashboard: Filter by pipeline only
When filtering the dashboard. being able to filter the pipeline independently would increase productivity. Given the other modals on the dash would remain filtered to "Me"
2 votes -
Email filtering on the dashboard, oldest to newest
I would like to filter my email on my dashboard in an ascending/descending/ order to better organize and expand visibility.
2 votes -
pipeline
Increase the number of available Pipelines from 5. Now that we are separating the pipelines, five is not enough to meet our needs.
2 votes -
Allow Zapier to populate Summary field when creating Deals
We create deals from a few sources (web forms, Panda Doc (trigger = doc sent)), and would like to import text into the Summary field on the deal page. I don't believe this exists without other steps?
1 vote -
Add ability to clone a contact to another company
If a person has a role in multiple stores/companies, you should be able to clone them so you don't have to enter for each store/company.
Ex. Joe Smith is manager at Company A, B, C etc....I entered all contact info for company A. I should be able to clone to other companies instead of entering manually each time. When I enter manually again a notification appears and says its a duplicate.1 vote -
Set 1-Click Activities in the Account Settings for All Users
The ability to add 1-click activities to the account settings so that the activity is automatically visible in every user account would help our team standardize our process.
2 votes -
Allow for combination of annual and monthly subscriptions within a single account
Add the ability to have users each be on either monthly or annual billing within a single account rather than requiring that they are all on the same billing frequency.
1 vote -
Reply to email regardless if the customer replied
In my activity, I often have to remind a customer of what the next step is in the process, and what them to have the email thread we used earlier. Right now I can not forward the thread to the customer again in Pipeline if they did not respond to me last. I need to use my Gmail account and find the email in question.
It would be helpful if I could do this while in the Deal, Person or Company tab so the information and dates are all in one thread rather than searching in Gmail for the appropriate…2 votes -
Ability to Control/Change Expected Close Date
It would be much more helpful if I could access and manipulate the Expected Close Date on the Deal Details page AND the Time to Close Date by connected to the Expected, not the Actual Close date. The nature of contracts the way they are, close dates are often in flux as project deliverables are added or subtracted.
3 votes -
Create companies during person import
When importing a person file, it would be helpful if we had the option to also create companies at the same time.
2 votes -
Allow SSO through Azure AD/O365
Are there any plans on the roadmap to integrate Azure AD\O365 for SSO?
2 votes -
Share People activity with Read Only Users
Toggle button to share activity posted under people, so the read only access users can get email notifications when the need is there to include them on a note.
1 vote -
2 votes
-
Activity feed - why do I have to click on the add person then click in the box to add a ap erosn. This is a huge amount of effor I do over a
Have the box where you add people (Notify Others) already open so I can click or tab into it and type the name of the person I have to add to the conversation
Every single activity I do I have to add a person. Doing this time after time is tedious as I have to do it with a mouse.1 vote -
When marking a task completed, it should automatically show that type of activity being done instead of "calendar task"
If I have a phone call task on my agenda and I mark it as complete, an activity should be created showing a phone call was complete. Right now it creates an activity, but always shows as "calendar task" instead of phone call, text, etc. It causes double the work because we have to manually create the correct activity in order to get credit for it.
1 vote -
Automate attaching files (proposals/contracts) from Zapier/PandaDocs
Once a document is signed, I'd like to send that data/file from PandaDoc to Pipeline and not have to do that myself. From there, you can explore other automations (marketing the deal to a certain stage in the account, sending an email as a notifier, etc.).
1 vote
- Don't see your idea?