596 results found
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Ability to disable click tracking, but not open tracking
Provide more options for email tracking to help with email filters
1 vote -
1 vote
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6 votes
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User Multiple Team Assignment
Have the capability for a user to be assigned to different/separate teams so he/she can have access to the teams' records but not the entire account.
3 votes -
Exec Brief box near the top
We really need one place near the top (easily found) where we can put an exec brief about a deal that enables anyone to quickly capture the main project info. A second description panel would be good.
1 vote -
DropBox Sign Integration
Integrate Pipeline + Dropbox Sign
1 vote -
Increased functionality of Automations
create an automation using "deal" as the base, when an activity category is create it will then trigger the automation to increase the numeric value of a custom field.Having those types of automation features and additional triggers create a lot of opportunity for efficiency. - Which may be an edge against other CRMs.
1 vote -
2 votes
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Assign Default Columns in List View
The customer wants to have the option to assign default columns in the list view
2 votes -
Do not automatically associate activities created under a company to a person in the company
When creating an activity under a company that only has one person, do not automatically associate the deal to that person. Instead, the default should be "none", as it is for companies which have multiple people.
8 votes -
Sending Email Campaigns to Home Email Address
To have the option to use the home email when sending our email campaigns
2 votes -
Email Template Analytics
Create a report that compares the open/click performance of different templates.
1 vote -
Clarify UI in notifications page
There are many "grayed out" checkboxes in notifications settings that make it look like the option is available, just disabled. In actuality that notification is not an option at all. Maybe there could be a blank space or tooltip when the mouse hovers over the option.
1 vote -
Admin ability to manage secondary emails for other users
Secondary emails can only be managed by each individual user. The administrator should also be able to manage this.
1 vote -
Keep selected sorting in the company profile
Within a company profile the default sorting for people is alphabetical, but it would be nice if you could select which column you would like to sort by and have it stick.
1 vote -
Allow Zapier to update an event
You can update deals, people, etc, but I'd like to be able to update an event. For instance, when a call is canceled or rescheduled through our booking software (YCBM), I'd like to be able to use zapier to update the event in pipeline to the new time or to a status of "canceled".
1 vote -
Customize people columns in the company profile
Add the ability to add/remove columns in the People section of company profiles.
1 vote -
User permissions for downloading files
Provide the ability to limit users from downloading files attached to records.
3 votes -
Update bounced status automatically if marked as bounced in Mailchimp
When a contact is bounced in MailChimp that should also be reflected in Pipeline automatically.
2 votes -
Export Goals
I would like to be able to export Goals within Pipeline. Currently, the option isn't available and I have to "snip" or "screenshot" the Goals and provide the details to my manager. I would like to have a more "presentable" option such as an Export feature for my manager.
3 votes
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