688 results found
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Provide an integration with LinkedIn
Provide a LinkedIn Integration that will allow for the ability to import profiles into contacts.
Provide a LinkedIn integration that will allow for 'contextual information' about a Person to be pulled into LinkedIn.
Provide the ability for the Pipeline App to auto-populate profile pictures from LinkedIn.
Provide the ability for the Pipeline App to sync with LinkedIn so that when a LinkedIn contact changes jobs or companies that would be reflected within Pipeline in near real-time..
Provide a LinkedIn integration that will import a contact name and / or title direclty into the Pipeline App from a LinkedIn page (e.g.…
32 votes -
28 votes
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26 votes
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When you complete a Task you notify a Team Member that you completed it
When you complete a Task you notify a Team Member that you completed it with a simple a pulldown and clicking their name. I assign tasks to team members, and now they have to go and create an Activity which is an extra step.
22 votes -
Add more automations options
Add performance lane as an item to be added to a condition for automations triggered on the deal level.
All other automations improvements in terms of options, please add here. Thank you!
22 votes -
"Improve Process for Identifying and Merging/Deleting Duplicate Records
Provide the ability for the Pipeline App to identify, and provide options to alleviate, potential duplicates during an import process.
Provide the ability for the Pipeline App to identify duplicate records based on a Company address.
Provide the ability to automatically show potential related records (same name, address, phone number, etc.) so that you don't have to search before merging records.
Provide the ability for a Pipeline user to either merge or erase duplicate entries.
Provide the ability to automatically merge deals deals when entering a contact before entering them
Provide the ability for the Pipeline App to notificy a…
22 votesGood Morning Everyone!
Thank you so much for the feedback provided on the ability to identify and merge/delete duplicate records. I'm excited to announce that we have launched the beta for our new De-Duplication feature this morning. You can now run duplicate checks on person list views by navigating to List Options > [Beta] Check List for Duplicates.
The feature is available to admins, executive users, and any users who have the option to merge records (via the Edit User modal in the account settings).
Please take a look at this article in our Knowledge Base for a full overview of how the new feature works. https://help.pipelinecrm.com/article/1036-removing-duplicates
Finally, as mentioned, this feature is still in beta. That means, we want to hear from you! We update and improve upon features based on your feedback. Please let us know if there is anything else that you would like to see from…
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Enhance the global search
Provide the ability to have 'Deal Status' show up as part of the Global Search results.
Enhance the Global Search to search across an entire record of a Company, Deal or Person.
Enhance the Global Search to search for a phone number account wide regardless of what specific phone number field was filled out.
Enhance the Global Search to search across custom fields.
Enhance the Global Seach to search and find activities.
Enhance the Global Search to search not only by Company and Person, but also by 'keywords' that were entered in Activity descriptions.
Enhance the Global Search to search…
20 votes -
Make the Morning Coffee Report customizable
Provide additional customization options for the existing 'Morning Coffee' report.
20 votes -
Multiple Starred List Windows
The ability to create multiple Starred List Windows on my homepage, with the ability to move list from one window to the next.
This will allow me to have multiple windows for each of my direct reports.
Also, instead of just showing number or deals, or number of people as the numeric value of the list, let dollar amounts be an option, particularly for the pipeline lists.
18 votes -
Enhance Email Sync functionality
Provide an ability to be able to choose which messages are pulled in through the Email Sync functionality as opposed to having ALL messages being pulled in
Provide the ability to Sync multiple email accounts with the same Pipeline user
Provide the ability to stop Sycning emails once a deal is either won or lost.
18 votes -
Automatically associate google synced calendar event to contact
When a new event is added to Google calendar it should automatically associate the event to the contact in Pipeline
17 votes -
Deal Details
Please provide the ability to edit the Deal Details section of a Deal record by allowing users to add custom fields to help better fit their business needs.
17 votes -
Conditional Fields
Ability to condition a field depending on the selection of another field.
16 votes -
When a team member assigns a Task to someone else, include WHO assigned that Task in the Task itself,
When a team member assigns a Task to someone else, include WHO assigned that Task in the Task itself, not just in the email notification.
13 votes -
Not automatically associating activities to an individual in a company when there's only one person listed
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 -
Customizable negative value in the column filter view
It would be great to be able to filter a column to view all entries WITHOUT a certain value/values.
For example, if I could filter for employee titles WITHOUT the words "vice" or "co-". I have attached a screenshot with what this might look like. Consistency for filtering this way would fall on the user.
Thank you for your consideration!
13 votes -
Allow more customization within the Reports tab
Users would like to change the graph type that is represented (i.e. make a bar chart a pie chart)
13 votes -
Edit Layout - Profile Pages
It would be helpful if an Admin could apply the "Edit Layout" changes on the profile page to all users.
12 votes -
Sort or filter people under Company Page
It would be great if we were able to filter the people associated with a company by using certain keywords, or drag and drop to put them in a different order.
11 votes -
Confirm you meant to leave date empty
I love the new UI changes, except when I go to create an Agenda item (Task) I often forget to put a date. Can you pop up some sort of reminder if someone adds a Task without a date? I have to imagine the vast majority of Tasks are meant to have due dates. Thank you!
11 votes
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