13 results found
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Edit Layout - Profile Pages
It would be helpful if an Admin could apply the "Edit Layout" changes on the profile page to all users.
8 votes -
28 votes
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Provide an integration with LinkedIn
Provide a LinkedIn Integration that will allow for the ability to import profiles into contacts.
Provide a LinkedIn integration that will allow for 'contextual information' about a Person to be pulled into LinkedIn.
Provide the ability for the Pipeline App to auto-populate profile pictures from LinkedIn.
Provide the ability for the Pipeline App to sync with LinkedIn so that when a LinkedIn contact changes jobs or companies that would be reflected within Pipeline in near real-time..
Provide a LinkedIn integration that will import a contact name and / or title direclty into the Pipeline App from a LinkedIn page (e.g.…
29 votes -
Multiple Starred List Windows
The ability to create multiple Starred List Windows on my homepage, with the ability to move list from one window to the next.
This will allow me to have multiple windows for each of my direct reports.
Also, instead of just showing number or deals, or number of people as the numeric value of the list, let dollar amounts be an option, particularly for the pipeline lists.
18 votes -
Make the Morning Coffee Report customizable
Provide additional customization options for the existing 'Morning Coffee' report.
18 votes -
Postpone tasks/events in bulk to a specific date
I am trying to postpone several past due tasks, but would like to choose a specific date in the future. The only options are to postpone by 1 day or 7, but it would be really helpful to be able to select a specific date for these tasks to be moved to. If I have a dozen tasks to postpone it takes much longer to do manually,
5 votes -
Provide enhanced email capabilities
Provide additional customization abilities, such as being able to change default font size, when composing emails.
Provide an ability for Pipeline users to select their own personal default for font formatting
Provide the ability to add emojies when composing emails.
Enhance the email composer within the Pipeline App to better align multiple images and text without the need for editing the underlying HTML.
Provide better graphics, additional font styles and easier design when composing emails.
Provide the ability to add images, charts and graphs when composing emails from within the Pipeline App.
Provide the ability to retain email signatures, along…
11 votes -
New updates for activities do not improve efficiency.
Please go back to being able to tab through all of the options when adding an activity. I can no longer tab to the activity category, press t for text message, p for phone call, etc. Not having this adds extra steps. Also, please add a category of 'In Person' or something to that effect. Since many times I didnt actually have an appointment with that person. I may have just met them randomly and talked about services.
4 votes -
The ability to hide specific system and custom from users
As an admin or executive I would like the ability to hide any system or custom field from team member/leader users.
9 votes -
Add a way we can "Tag" other profiles
It would make my day so much easier if we could 'tag' other profiles. Say, for example, I mention a person's daughter in activities or in summary. I would type '@' and then the daughter's name. That would create a link to the daughter's profile I have in Pipeline. Same would go for spouses or the person who referred someone.
PS I do not mean adding a tag in the designated tag section. This would be like tagging someone on social media.
2 votes -
In the People list it would seem to be helpful to freeze BOTH full name and company so that it can be scrolled along without losing sight
In the People list it would seem to be helpful to freeze both full name and company so that it can be scrolled along for further info without losing sight of who it relates to and what company they are related to. Sometimes with a company with many contacts their name is not immediately familiar
3 votes -
Add system and customer fields from Deal record in the Deals section of the Company record.
Want to be able to add customer fields of order number and product to the deal list that shows in the Company record. Current Deal view is very limited. Deal Name is not meaningful construct in our business so we use that text field for an order number and product name. Not great work around.
2 votes -
Show additional details of new contact in "Contact Created (email)" notification
It would be AWESOME to know in the email what Company it assigned (or Created) this contact to.
1 vote
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