596 results found
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Add more automations options
Add performance lane as an item to be added to a condition for automations triggered on the deal level.
All other automations improvements in terms of options, please add here. Thank you!
19 votes -
Enhance the global search
Provide the ability to have 'Deal Status' show up as part of the Global Search results.
Enhance the Global Search to search across an entire record of a Company, Deal or Person.
Enhance the Global Search to search for a phone number account wide regardless of what specific phone number field was filled out.
Enhance the Global Search to search across custom fields.
Enhance the Global Seach to search and find activities.
Enhance the Global Search to search not only by Company and Person, but also by 'keywords' that were entered in Activity descriptions.
Enhance the Global Search to search…
18 votes -
Enhance Email Sync functionality
Provide an ability to be able to choose which messages are pulled in through the Email Sync functionality as opposed to having ALL messages being pulled in
Provide the ability to Sync multiple email accounts with the same Pipeline user
Provide the ability to stop Sycning emails once a deal is either won or lost.
18 votes -
Not automatically associating activities to an individual in a company when there's only one person listed
When adding an activity to PD, it automatically associates a person to the activity if there's only one employee in the company. Instead, it should default to "None" and allow you to choose if you want to associate your activity with a person in the company, as it does for companies with multiple people. Attached are screenshots of the automatic setting for companies with multiple employees and one employee, as well as the drop-down menu for a company with one employee. None should be the default, not Test Person 1.
13 votes -
Customizable negative value in the column filter view
It would be great to be able to filter a column to view all entries WITHOUT a certain value/values.
For example, if I could filter for employee titles WITHOUT the words "vice" or "co-". I have attached a screenshot with what this might look like. Consistency for filtering this way would fall on the user.
Thank you for your consideration!
13 votes -
Deal Details
Please provide the ability to edit the Deal Details section of a Deal record by allowing users to add custom fields to help better fit their business needs.
12 votes -
When a team member assigns a Task to someone else, include WHO assigned that Task in the Task itself,
When a team member assigns a Task to someone else, include WHO assigned that Task in the Task itself, not just in the email notification.
11 votes -
Deal Modal Customization on the Company profile
The ability to customize the existing columns listed within the deal modal on a company page. - I would like to add custom fields in order to see information correlating to the company I am viewing without accessing the deal profile.
11 votes -
Allow more customization within the Reports tab
Users would like to change the graph type that is represented (i.e. make a bar chart a pie chart)
11 votes -
Provide enhanced email analytics
Provide Email Analytics that would show users what time of day results in the most 'opens' for their email campaigns
Provide an ability to see whether a Person has 'unsubscribed' from emails directly from their Person Profile
Provide the ability to receive 'read receipts' when sending out emails to multiple people.
Enhance the email tracking capabilities within the Pipeline App (for example, if a Pipeline User opens an email sent to a client / lead it registers as if that client / lead opened the email on their own).
Provide additional email campaign tracking capabilities (for example, being able to…
11 votes -
Create the ability to send drip campaigns
Provide the ability to send out drip campaigns from directly within the Pipeline App.
Provide the ability to send out sequential email marketing campaigns from directly within the Pipeline App.
Provide an ability to fully integrate an email marketing platform within the Pipeline App as opposed to trying to connect to an email marketing platform from outside of the Pipeline App.
Provide an ability for the Pipeline App to automatically generate mass emails on specific dates.
11 votes -
Sort or filter people under Company Page
It would be great if we were able to filter the people associated with a company by using certain keywords, or drag and drop to put them in a different order.
10 votes -
Modify System Fields
Allow for the modification of field type and removal of system fields from our account
10 votes -
Associate multiple companies to a deal
I use the CRM for mortgages. So my "deal" is a property. And every deal has multiple companies attached to it. For example in a normal transaction you would have a title company, an escrow company, an appraiser, the lender etc, etc.
10 votes -
Improve the process of adding new companies/deals/people and linking them
Improve the UI/UX and overall process for adding new records and linking them.
9 votes -
Enhance Goals reporting
Provide the ability to view previous monthly goals.
Provide the ability to set-up Performance Pulse goals as a widget so that it shows directly on the users Dashboard.
Provide the ability to adjust timeframes from within the Goals view so that viewing this by mont, quarter, etc. is possible.
Provide the ability to view a 'Company Leader Board' that would show things like most calls, emails and deals closed.
Provide additional Goal Dashboards to view progress on existing goals.
9 votes -
9 votes
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Unique URL for Templates
Email templates should have a unique url so you can easily reference them with teammates in an email.
8 votes -
Do not automatically associate activities created under a company to a person in the company
When creating an activity under a company that only has one person, do not automatically associate the deal to that person. Instead, the default should be "none", as it is for companies which have multiple people.
8 votes -
Re-associate a Task from a Person to their Company, or another Person at their Company.
I want to change a Task from being associated with a person to that person's company itself OR to another person at that company. I can pull down the Associate To field, but I don't see options to do either of those.
8 votes
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