639 results found
-
Go to top search result when pressing Enter
When using the quick search on the main screen the top search result should open when pressing Enter.
I'm sure this is the way it used to work until recently? (as I now keep pressing enter & opening some random result).5 votes -
5 votes
-
Provide more visual views of Pipelines and Funnels
Provide a single page that will display all Pipelines and a report of where those Pipelines stand.
Provide the ability to show a Graphical Funnel that would visualize current Pipelines.
Provide enhanced visualizations of Pipelines and Funnels.
5 votes -
Add a scheduling capability to calendars
Add the ability to allow others to schedule time on my calendar (e.g. Calendly)
5 votes -
Add filtering and sorting to all columns
Provide additional filtering capabilities on the Agenda (e.g. ability to filter by tag, expertise, type).
5 votes -
Respond to sent emails from activity feed
Right now, to send a person a second email from the previous or 1st email sent, we have to back out and specifically go into the sent email tab.
5 votes -
Ability to share reports
Ability to share Reports with other users so that when a Dashboard contains reports, users can view them.
As of now, if a user shares a dashboard containing reports, users see blank reports, and there is no option to share them individually
4 votes -
Allow selected users to update shared list
Only the owner of a shared list can make updates to it. Allow selected users to also edit the list.
4 votes -
Add checkbox instead of adding people individually into a Deal
In the Deals screen, allow me to add more than one person at a time with checkboxes. In the Deals screen, once a company is selected, a list of names appears. To add them into the deal only one name may be selected to add into the deal at once. I would prefer it if instead you would provide checkboxes so that all the names I want can be selected and added at once. The inability to to add more than one person at a time, is painful
4 votes -
User Multiple Team Assignment
Have the capability for a user to be assigned to different/separate teams so he/she can have access to the teams' records but not the entire account.
4 votes -
Bulk reassign option in agenda
Allow the ability to reassign tasks in bulk from the Agenda
4 votes -
Company Duplicate
I love the new feature for finding and correcting Duplicate "People". It would be great to have this same feature for "Companies".
4 votes -
Limit Email Sync feature
The email sync feature collecting all inbound and outbound communication is problematic. It would be great to have the ability to sync (to gain Campaign features) and opt out of auto logging emails, I'd prefer to manually log emails using cc@app.pipelinedeals.com for this function.
4 votes -
Different custom fields for different pipelines
If an account has multiple pipelines, each pipeline can have their own unique set of custom fields.
4 votes -
Latest activity columns in Companies
It would be great if latest activity columns were also available in the Companies list
4 votes -
Scheduled Email Campaigns
It would be nice to be able to view (and possibly edit) the recipients list for a scheduled email campaign
4 votes -
4 votes
-
Starred Lists
Once a list has been saved and added under My lists, be able to sort A to Z or add additional folders for sorting and organization.
4 votes -
Add file setting options into Account settings
Add ability to customize settings for files being saved from email activities within account. Specifically, it would be great if we could somehow have access to some settings to control the size of files being saved, the file types being saved or even disable the file saving from emails function and we can upload just the ones we need.
4 votes -
4 votes
- Don't see your idea?