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  1. If an account has multiple pipelines, each pipeline can have their own unique set of custom fields.

    4 votes

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  2. It would be great if latest activity columns were also available in the Companies list

    4 votes

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    Open  ·  0 comments  ·  Companies  ·  Admin →
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  3. It would be nice to be able to view (and possibly edit) the recipients list for a scheduled email campaign

    4 votes

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  4. 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

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    Open  ·  0 comments  ·  Data Cleanliness  ·  Admin →
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  5. Similar to locked fields, it would be nice to restrict editing deal stages for specific users.

    4 votes

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    Open  ·  0 comments  ·  Deals  ·  Admin →
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  6. 4 votes

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  7. You can share a deal from the actions menu in the deal profile, but you cannot do it in bulk from the list view.

    4 votes

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    Open  ·  0 comments  ·  Deals  ·  Admin →
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  8. 4 votes

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  9. Goals a great way to motivate my team, I just wish they were more visible, on the home dashboard for example. It would be great to have the optional leaderboard also optionally show on the dashboard for the selected users.

    4 votes

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    Open  ·  0 comments  ·  Collaboration  ·  Admin →
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  10. Be able to sync pipeline contact to phone contacts as this would allow the user to see who is calling and be more efficient.

    4 votes

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    Open  ·  0 comments  ·  Mobile  ·  Admin →
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  11. 4 votes

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  12. Ideas related to customizing the deal stages and probabilities, including allowing for multiple closed deals stages, not including a probability, or making the probability a blank required field

    4 votes

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  13. 4 votes

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    Open  ·  0 comments  ·  Reporting  ·  Admin →
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  14. Please add the ability to have campaign emails originate from within the Company tab.

    4 votes

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  15. After a note is added, display members who were tagged in memo..
    Also when editing, be able to tag someone then.

    4 votes

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    Open  ·  0 comments  ·  Activities  ·  Admin →
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  16. More customization would be nice regarding the "People" view. Size capabilities, move, and change the Headers would make it real nice.

    4 votes

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    Open  ·  0 comments  ·  People  ·  Admin →
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  17. Provide more flexible reporting that would allow for design by individual users rather then just being limited to only filtering.

    Provide the ability to report on individual facilities.

    Provide additional 'user-defined' statistics and metrics for use in the Reporting.

    Provide additional exportable sales metrics within Reporting.

    Provide unique reports by individual so that reporting on things like 'What Have I Sold?" and "How Close am I to My Quota?" is possible.

    Provide an easier reporting solution when it comes to individual contributions (e.g. more accurate win ratio based on dollars as opposed to the number of deals).

    4 votes

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  18. 4 votes

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    Open  ·  0 comments  ·  Integrations & API  ·  Admin →
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  19. Provide an ability to curate a list of clients and contacts within the Pipeline App in order to send out mass email to that list.

    Increase the email campaign limit for Gmail or send a second portion of the campaign on the following day.

    Provide the ability to send mass emails from within my List Views

    Provide additional functions and flexibility when composing emails within the Pipeline App such as the ability to upload a marketing piece when sending mass emails.

    Remove the restriction within the Pipeline App of only being able to send out an email campaign to 1,000…

    4 votes

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  20. Provide the ability within List Views to sort more than one column at the same time.

    Provide the ability within List Views to sort by Deal Stage.

    4 votes

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    Open  ·  0 comments  ·  Ease of Use  ·  Admin →
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