668 results found
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Send yourself email copy of an existing activity
You can send yourself an email copy of the activity in the notify others section, but after the activity is saved you can no longer send yourself a copy.
1 vote -
Ability to set created at time for activity before saving
I use the ability to change the activity time frequently, so it would be more streamlined if I could set the time before saving the activity.
1 vote -
Keep files attached to a deal activity associated to the deal
When a user creates an activity from the Company Profile they have the option to associate the activity to a deal. If the user also attaches a file to the activity, the file will be associated to the company, but not the deal.
1 vote -
The ability to toggle whether email sync associates activities to closed deals
We would like a way for emails to be captured on a deal page once the deal is booked. We do a lot of implementation after a deal is booked so tracking is very important.
1 vote -
Allow Google SSO for Pipeline for Gmail Extension
Please add the option to use Google SSO rather than our Pipeline username and password for the Pipeline for Gmail Extension.
1 vote -
activity
Add button to edit or delete an activity rather than housing it beneath the three vertical dots in the corner of the activity's window.
1 vote -
1 vote
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1 vote
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VICIdial and or other dialer integration for lead sourcing and notes.
Vicidial and or other integration for lead sourcing and notes. Ability for sales agents to not log off dialer and enter in all notes, appointments, and follow up from call to be saved in Pipeline.
1 vote -
Allow adding group of people as collaborators on an activity rather than requiring that they be selected individually
It would be great if there was a way to create a group tag that alerts multiple people on an activity. For instance, our team is growing, and instead of having to write out and tag each of our names individually, being able to instead tag @_____ in a comment that emails all of us on that team team.
1 vote -
1 vote
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1 vote
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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.
1 vote -
1 vote
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1 vote
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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
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