688 results found
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Default Custom Field selections
Please implement an option to set a default selection for newly created custom fields
1 vote -
Ability to add CC recipient for Bulk Emails
I personally don't send campaigns or bulk emails out often but every time I do, we get a reply back from 1 person asking we CC others within their company.
I send bulk emails to several different companies but would like to use one main email address and the other emails associated with the same company should be CC'd instead of having the email go to each email address individually.
1 vote -
Hide/Remove Decimal in Currency Fields
Option to disable or hide the decimal in Currency fields.
3 votes -
Spintax
With the introduction of email campaigns, I think the logical addition to this would be the ability to integrate Spintax into the list of capabilities to assure consistently high deliverability.
Spintax is short for 'Spin Syntax. ' Spintax easily creates variations of sentences or words, which can help you generate a more personalized and diverse set of cold emails for your leads. You can include multiple words or phrases between {spin} and {end spin}, separated by a vertical line | (pipe) to use Spintax.
1 vote -
1 vote
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SAP Integration
SAP integration, multiple enterprise level deals lost
1 vote -
1 vote
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Vonage Integration (Direct)
While offering the integration through Zapier helps, it is not cost efficient when using in volume.
1 vote -
Route Optimization on Mobile App
Provide route optimization between deals/people while viewing the geolocation map feature in the mobile app
1 vote -
Customize "All Deals/People/Compay" voew
Ability to customize the columns that display on the All view and have that be default
1 vote -
api
Allow for OR requests to be supported
1 vote -
Customer Management Improvements
Add the ability to template milestones, similar to Task Templates, but exclusive to Customer records
1 vote -
Conditional Fields (Enhancement)
I wanted to see if Pipeline has the capability to place logic in fields. For instance, we have some accounts that may have multiple owners. So if our sales rep is marked as the owner of a company I would want to have another field visible that would be required for them to fill out. Otherwise, I would like for the field to remain hidden if a sales rep isn't marked as the owner of the company record.
1 vote -
Bulk Update Fields
Ability to bulk update fields directly from the platform instead of performing an update by imports
1 vote -
Ability to set a maximum number of emails sent on campaigns per day then it pauses and continues the campaign until the next day.
Ability to set a maximum number of emails sent on campaigns per day then it pauses and continues the campaign until the next day.
1 vote -
Option to Disable Tracking in Campaigns
Option to Disable Tracking in Campaigns
1 vote -
Remove restriction for creating bulk deals from the people list view
at the moment, if you go to the people list view and select 10 or fewer records, you can bulk-create deals for those records. It would be great if the cap is removed or at least increased.
1 vote -
Activity Feed (Update)
Looking to create a template in the activity section. There is a specific type of activity that should be written and it would be ideal if we could template it so all users adding this activity are following the same process.
1 vote -
client account integration
Is there a way to integrate our client accounts into pipeline somehow? For example, the two biggest companies we use are MassMutual and SEI - it would be nice for the accounts to be in pipeline as well somehow so we can easily see everything that we manage. Also, it would be nice to share files from emoney advisor that the clients upload to their vault.
5 votes -
Enhance Reporting to include People and Company data
Ability to create reporting for company and people records. Add more functionality to be able to create graphs from List Views
1 vote
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