639 results found
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Sync contact to phone so you can see who is calling.
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 -
4 votes
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Proposals, estimates, invoicing
I would love to give our sales team the ability to put together proposals, estimates, and invoices directly from Pipeline. This would greatly streamline our sales process and allow our sales teams to bring in $$$ faster and on time. A real partnership with Freshbooks or other "lite" system would be awesome. The integration with Quickbooks is a hassle and calls for another cog in the wheel.
4 votes -
4 votes
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Add ability to send email campaigns from within the Company tab
Please add the ability to have campaign emails originate from within the Company tab.
4 votes -
Display who was tagged on note
After a note is added, display members who were tagged in memo..
Also when editing, be able to tag someone then.4 votes -
Having the ability to resize the blocks on the "People" view
More customization would be nice regarding the "People" view. Size capabilities, move, and change the Headers would make it real nice.
4 votes -
Add reporting for user statistics
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 -
Enhanced sorting capabilities with List Views
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 -
Associate an activity to multiple people
Provide the ability to 'Tag' an entire team on an Activity, not just users individually.
Provide the ability to associate a new Activity on a Deal with more than just one person (for example, being able to associate three people to an Activity if that Activity is tracking a meeting I had with three People).
4 votes -
More Robust Search Function
User's concern was with the results of searches yielding different results within their pipeline based on differences such as entering first name or last name which causes the user's confusion so clearer messaging about the existence of additional matches without having to use the advanced search function.
4 votes -
Owner Change Notification
To have a notification sent to the previous owner when deals or companies changes ownership
3 votes -
Option of having a Parent Company in order to see what companies are under the Parent Company easily.
Create an option for Parent Companies, many of our customers/prospects are part of a group of companies and it is a manual process for us to keep track of it and many colleagues do not update the info or track it in a different way, when we share a group of companies with others it is difficult to keep track of changes, etc.
In the parent company view, we should be able to see all of the companies listed in one view and a "Parent Company" field in companies. Parent Companies would act the same as a company, i.e. you…
3 votes -
Sending Email Campaigns to Home Email Address
To have the option to use the home email when sending our email campaigns
3 votes -
iPhone application
Better phone app, it needs to be redesigned and faster. the layout is horrible and I cannot find my files properly. the app is NOT user friendly and is slow
3 votes -
User permissions for downloading files
Provide the ability to limit users from downloading files attached to records.
3 votes -
Export Goals
I would like to be able to export Goals within Pipeline. Currently, the option isn't available and I have to "snip" or "screenshot" the Goals and provide the details to my manager. I would like to have a more "presentable" option such as an Export feature for my manager.
3 votes -
Delete inactive users
It would be really nice to be able to delete inactive users.
3 votes -
People matching to companies
Don't associate contacts with companies by a company email. Do it either by web domain OR by matching other contacts domain.
3 votes -
Add functionality to delete past email campaigns
When viewing the email campaigns report, I would like to ability to delete past campaigns that no longer have any relevance.
Reported by - user ID 602995, Bryan Snyder
3 votes
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