662 results found
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Sending campaigns to Companies and People in one campaign
Please add the function to send campaigns to company addresses along with people addresses in one campaign. THANKS!
1 vote -
Add the ability for an email template to have files attached
This can be helpful in a multitude of situations: presentation packages, contract sent along with a quotation, etc etc.
1 vote -
Formatting TEXT fields.
Currently, TEXT fields don't format whatever is written / entered. New line / paragraph starts all meld together and sentences are presented as an ongoing run on mash of words. No paragraph breaks.
This limits the the TEXT field function. Can be no ongoing data entry as no line breaks or paragraph breaks.If I remember the MULTIPLE ASSOCIATION FIELD suffer from no formatting also. If I associate or link 3 companies. The resulting display will be a run on line of names. Better would be if the companies list vertically, each getting a new line and paragraph break.
Thanks1 vote -
Desk Phone
When looking at a person you can only see their office & mobile number. Would like to be able to see their Direct Line or Desk Phone also.
1 vote -
1 vote
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Deal specific bcc addresses
Each deal has a unique email address you can bcc so that the email gets associated to the correct deal.
1 vote -
Need to back up cloud
We need a mutual cloud service to manage the team efficiently. - D
1 vote -
Layout changes
When you change a display or layout like you did with the "Company" layout you should give the customer the option to like it/keep it or not like and keep the old layout
1 vote -
Using a tab to move from column to column
When entering the "missing blanks" when adding information to my deals would be much easier if we could simply tab from column to column rather than having to click the "close" button. It would make it much easier and speedier if you can add this!
1 vote -
Add Sales Rep Name to Company Page - Deals section
On the individual company page, in the deals section, instead of seeing revenue or instead of seeing the owner name, why can't you put a column in this section that has the sales reps name that is linked to the deal you are working on? I know I'm the owner of the acct and the deal. I want to be able to decipher which rep the deal is linked to at a glance so that I can either sort and call or sort and notate. It would be so much easier when I have to report back to their sales…
1 vote -
Trouble Tickets!
Hi, this idea doesn't really fit the "Deals" category - it's probably a significant new feature. I would love it if Pipeline had "trouble tickets" or some similar feature to track after sales service calls. We are a heavy equipment dealership and I'd like to track service issues after the sale is "won". I don't think the new aftersales feature you added some years ago fits the need. But it would be something similar to a separate pipeline. It should allow for tracking activities and updates - and allow for the ticket to be "closed" or "resolved" when the service…
1 vote -
Can't see full file names with new format
The new format of the companies isn't showing the file names in their entirety. I need to be able to see the full names of the files and documents. It is only showing the first 30 characters or so.
1 vote -
Include today in the filter for Anytime in the future.
If I am looking to filter a list view I would like the option to include today in the logic behind Any time in the Future. In order to create a static list that would only need to be refreshed instead of filtered each time.
1 vote -
2 votes
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Dropdowns for Deal Name
User would like the ability to select from a dropdown list when creating a new deal.
2 votes -
Upfront Notice that adding a new user equals paying for a new license
User feels that adding a new user and and no mention of additional cost upfront is confusing. He understands the requirement to pay for add'l license comes up after inputting new person, Feels it should be acknowledged before hand and clearly relaying that a new user equals paying for a new license.
2 votes -
Email Campaigns - update expected behavior
- This is a new issue - previously I could set up multiple bulk mail campaigns and they wouldn't send to the wrong people later
- You're offering a bulk mail service, but then saying that I have to accept that the system will change the list I have selected and the email will be sent to the wrong people - it's frankly not OK
- The only 'solution' you are offering is that I should wait until the end of each 1000 emails and then set up another email, obviously not a reasonable or practical expectation - OR that for each bulk…
2 votes -
Your product on different platforms is becoming not user friendly
I typically do not give feedback, however, it has become necessary. My colleagues and I have been more and more frustrated. I use this software almost daily.
Our frustration is you keep upgrading an already easy-to-use product. It is now becoming harder and harder to use. The other day I was trying to make a quick note on my iPhone CRM and noticed you could not get to certain places to make the proper notes. I am sure your ideas are helpful to some, especially those with a technical background.
Today I am on my laptop and cannot figure out…
1 vote -
Lead/People activity restrictions
I would like to see investment Counselor (basic users ) to only be able to see the activities of people that belong to them and not others.
1 vote -
It would be nice to be able to filter area codes so I can call California and midwest companies and I make my east coast calls
GENERATE CALLING LISTS BASED ON TIMEZONE
1 vote
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