639 results found
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Sequences
When creating repeating tasks (such as a payment plan) it would be SO helpful to have it auto numerate the tasks. After setting the task to repeat X times, being able to see the amount of repeats remaining instead of manually changing each repeat task.
Ie. Process payment (1 / 12) {Aug 1st, 2021}
Process payment (2 / 12) {Sept 1st, 2021}
etc.
Some of our tasks repeat 12-36 times and it is time consuming for us to manually change each task. But sometimes we need to be able to just quickly see how many payments were made. If we…1 vote -
1 vote
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Allow multiple users to be assigned to contacts (Allow for Contact Sharing). Even in hierarchies peole need to see the Laywer, the Janitor,
Allow multiple users to be assigned to contacts (Allow for Contact Sharing). Even in hierarchies the people at the bottom need to see the Corporate Lawyer, the Janitor. (but not necessarily view the Lawyers, or Janitors, their activities or emails)
1 vote -
Filter People Custom Fields in Agenda (picklist/text)
It would be helpful to be able to filter People custom fields for picklists and texts fields. You cannot currently filter them in the Agenda tab, but both those custom fields types are filterable for Deal and Company records.
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1 vote
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Add option for user that is sharing item with users to be send a notification of that item being shared
I would like to be able to opt in for a notification when sharing items within Pipeline with other users on the account so that I can save those notifications for future reference to confirm who the item was shared with and when.
1 vote -
Search for company emails in email composer
I would like to cc a company email when composing an email, but I must type the whole address. The search does not find company emails.
1 vote -
Rearrange Order of Event Modal
When creating an Event I would like the Name field to appear second because I would like to first select the person (record) it is associated with and then enter the extra information below (ie: Name of event, start/end time, etc).
1 vote -
Allow Zapier to populate Summary field when creating Deals
We create deals from a few sources (web forms, Panda Doc (trigger = doc sent)), and would like to import text into the Summary field on the deal page. I don't believe this exists without other steps?
1 vote -
Add ability to clone a contact to another company
If a person has a role in multiple stores/companies, you should be able to clone them so you don't have to enter for each store/company.
Ex. Joe Smith is manager at Company A, B, C etc....I entered all contact info for company A. I should be able to clone to other companies instead of entering manually each time. When I enter manually again a notification appears and says its a duplicate.1 vote -
Allow for combination of annual and monthly subscriptions within a single account
Add the ability to have users each be on either monthly or annual billing within a single account rather than requiring that they are all on the same billing frequency.
1 vote -
Share People activity with Read Only Users
Toggle button to share activity posted under people, so the read only access users can get email notifications when the need is there to include them on a note.
1 vote -
Activity feed - why do I have to click on the add person then click in the box to add a ap erosn. This is a huge amount of effor I do over a
Have the box where you add people (Notify Others) already open so I can click or tab into it and type the name of the person I have to add to the conversation
Every single activity I do I have to add a person. Doing this time after time is tedious as I have to do it with a mouse.1 vote -
When marking a task completed, it should automatically show that type of activity being done instead of "calendar task"
If I have a phone call task on my agenda and I mark it as complete, an activity should be created showing a phone call was complete. Right now it creates an activity, but always shows as "calendar task" instead of phone call, text, etc. It causes double the work because we have to manually create the correct activity in order to get credit for it.
1 vote -
Automate attaching files (proposals/contracts) from Zapier/PandaDocs
Once a document is signed, I'd like to send that data/file from PandaDoc to Pipeline and not have to do that myself. From there, you can explore other automations (marketing the deal to a certain stage in the account, sending an email as a notifier, etc.).
1 vote -
Sending campaigns to Companies and People in one campaign
Please add the function to send campaigns to company addresses along with people addresses in one campaign. THANKS!
1 vote
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