617 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.…
29 votes -
27 votes
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"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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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!
19 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 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…
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 -
Make the Morning Coffee Report customizable
Provide additional customization options for the existing 'Morning Coffee' report.
17 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 -
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.
12 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.
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 -
Deal Modal Customization on the Company profile
The ability to customize the existing columns listed within the deal modal on a company page. - I would like to add custom fields in order to see information correlating to the company I am viewing without accessing the deal profile.
11 votes -
Conditional fields
I would like for there to be a way to have fields be mandatory once a change has been made to a specific field.
11 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)
11 votes -
Provide enhanced email analytics
Provide Email Analytics that would show users what time of day results in the most 'opens' for their email campaigns
Provide an ability to see whether a Person has 'unsubscribed' from emails directly from their Person Profile
Provide the ability to receive 'read receipts' when sending out emails to multiple people.
Enhance the email tracking capabilities within the Pipeline App (for example, if a Pipeline User opens an email sent to a client / lead it registers as if that client / lead opened the email on their own).
Provide additional email campaign tracking capabilities (for example, being able to…
11 votes -
Create the ability to send drip campaigns
Provide the ability to send out drip campaigns from directly within the Pipeline App.
Provide the ability to send out sequential email marketing campaigns from directly within the Pipeline App.
Provide an ability to fully integrate an email marketing platform within the Pipeline App as opposed to trying to connect to an email marketing platform from outside of the Pipeline App.
Provide an ability for the Pipeline App to automatically generate mass emails on specific dates.
11 votes -
Provide enhanced email capabilities
Provide additional customization abilities, such as being able to change default font size, when composing emails.
Provide an ability for Pipeline users to select their own personal default for font formatting
Provide the ability to add emojies when composing emails.
Enhance the email composer within the Pipeline App to better align multiple images and text without the need for editing the underlying HTML.
Provide better graphics, additional font styles and easier design when composing emails.
Provide the ability to add images, charts and graphs when composing emails from within the Pipeline App.
Provide the ability to retain email signatures, along…
11 votes -
Multiple Tagging w/ Activities
One other idea ... when I have an Activity, such as a phone call, why can't I tag more people? Right now, I'm can only associate one person that was on that call.
11 votesHi There,
Annie Myrvang, Pipeline Product Manager here to let you know that this update is currently in development! I will keep you updated as the new feature moves closer to being deployed. Thank you so much for the feedback you all have provided on this update.
Best,
Annie
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