639 results found
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Single/multiple association fields for people
Provide association fields for people which can help show the relationship between them (i.e. who referred someone)
6 votes -
Google map Integration of Customers, Prospects, Etc.
It would be nice if you could create a google map through Pipeline of all your customers and be able to have different color icons for customers, prospects, etc.
6 votes -
6 votes
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6 votes
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Add ability to restrict permission to reassign people and deals records
Please add the ability for an admin to disable or enable permission for a user to reassign ownership of people and deal records similar to how it is currently possible to allow company ownership change permission within the account settings by user.
6 votes -
Calendar view on the app
Allow calendar view on the mobile app.
6 votes -
It would be nice to click on all the emails we wish to ignore in the email function and have a mass delete of those. Right now, in order t
It would be nice to have the ability to click on those emails we wish to ignore ("ignore sender") and have a mass deletion of those various emails. Right now, you must do these "ignore" on an individual basis.
After deleting 20 of these emails, it becomes time-consuming.
Thanks,
Demps
6 votes -
Remove inactive users
When in Agenda View, if I click to change the name of the person I would like to reassign a task to, it shows all of the deleted and inactive users as well.
Can you please update this so that it shows only the active users?
I attached a screenshot. Most of the drop down is inactive users.6 votes -
Map program in Desktop
I love the way you can click on the Global icon on the mobile app to see not only where your customer is located on a map, but also see what other customers you may have in the area. Or zoom way out to see where in the USA. It gives a good representation of the territory your analyzing. I would love the same feature in the desktop! This would be great for Planning a trip! I have been doing this for the past 8+ years but export my customers and then importing them to Google Maps. I keep this…
6 votes -
Company tags
Add ability to add company tags
6 votes -
Add quoting feature
I use this to track custom projects that I use another platform to quote on, it would be nice if I could provide a quote directly from here.
6 votes -
Archive Companies
Add the ability to archive Company records like we currently offer the ability to archived deals.
6 votes -
Adding Feature to View Email Address associated with an Email Activity in Activity Feed
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 -
Allow more than one owner of record
We would like to be able to add more than one user as the owner of each record rather than reassign back and forth depending on who is following up throughout the sales process.
5 votes -
Include proposal build and e-signature tools
I would love if Pipeline included a mechanism for building and sending a robust, multipage proposal that includes an e-signature component for easy acceptance. We're currently looking at Quoters.io, but all these different providers is getting hard to wrangle.
5 votes -
To-Do Templates
- The ability to assign specific items to specific users rather than being assigned to whoever manually applied the template.
- Choose specific due dates instead of a certain number of days after the template is applied (we may want some events on weekends)
- Add the description column to the to-do template so we can put further details
5 votes -
add filter search on the pipeline record ID fields
I want to search and filter lists using the pipeline record IDs
5 votes -
Disable system reassignment of person ownership when deal reassigned
Please either change the expected behavior of the system or allow us to disable the change of ownership that happens automatically when deals are reassigned to not have the associated person ownership also updated automatically.
5 votes -
5 votes
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Calendar view-tasks
Ability to see description of task from calendar view without having to select edit to open it up or go to agenda section.
5 votes
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