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  1. 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

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  2. 1 vote

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  3. Please for the love of God, fix the issue where whatever I wrote in the activity text field isn't erased because I moved the browser tab to a different window. Stop refreshing the page and erasing the content from the text area. It would be nice if anytime I wrote something it was saved so that I can update it later if I need to come back to that tab in the browser. I have saved 5,272 quick notes to write an update to a deal, then cut and paste it into Pipeline so it doesn't get erased for some…

    1 vote

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  4. 1 vote

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  5. When the Company field is updated on a Deal, this should be reflected in the Activity feed as well

    1 vote

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  6. Please allow for the activity category for incoming web form information to be customized rather than those activities only being added under the 'Incoming Lead Notes' category. We would like to be able to change this to something that makes more sense for our business.

    1 vote

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  7. Please enable the ability to associate one person, including activities, with multiple companies.

    3 votes

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  8. Ability to disable notifications you own and receive them only when tagged.

    1 vote

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  9. I would love to be able to log a call with the date of the meeting and select all attendees on the call, even when there are several people.

    1 vote

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  10. Add sound to internal notifications

    1 vote

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  11. An email activity recorded in the activity feed will start with "John Smith sent an email to Jane Doe at Company Name" and will then include the subject name and the contents of the email. However, it will not show the email address contacted for Jane Doe.

    If Jane Doe has 2 emails, then, in the current state of the activity, we do not know which of Jane's email addresses were contacted.

    Could Pipeline add a feature to allow us to view which email address, in addition to which person, we are contacting?

    Thank you!

    5 votes

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  12. Please add a setting to allow for more control over default selections when adding activities. Currently, when I go to add an activity from within a company profile page, it will auto select the first deal in the dropdown and I do not always want a company activity to be logged on a deal. It would be great if there was a selection to specify that I would like to manually make that deal or person selection for the activity note and not have the system make one on its own and require that I make additional clicks to deselect…

    1 vote

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  13. 2 votes

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  14. It would be extremely useful to have the ability to associate multiple people/contacts to a single activity manually entered into the field (a note, dinner record, etc.)

    1 vote

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  15. When adding an activity to PD, it automatically associates a person to the activity if there's only one employee in the company. Instead, it should default to "None" and allow you to choose if you want to associate your activity with a person in the company, as it does for companies with multiple people. Attached are screenshots of the automatic setting for companies with multiple employees and one employee, as well as the drop-down menu for a company with one employee. None should be the default, not Test Person 1.

    13 votes

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  16. When the user is adding a new activity, make them actively select a category before saving. This should prevent activities with inaccurate categories.

    1 vote

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  17. Allow the user to create new fields for activities which would allow more in-depth categorization, filtering and sorting

    1 vote

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  18. When users receive an activity notification there is text in the email that shows "Write ABOVE THIS LINE to post a reply" which is not technically correct and can be misleading.

    1 vote

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  19. Please implement a way to bulk select/send multiple emails at once to inbox@app.pipelinecrm.com. Currently, I am forced to send them one by one which I feel isn't the most efficient process

    2 votes

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  20. 1 vote

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