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51 results found

  1. When you complete a Task you notify a Team Member that you completed it with a simple a pulldown and clicking their name. I assign tasks to team members, and now they have to go and create an Activity which is an extra step.

    24 votes

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  2. 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.

    13 votes

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  3. Add functionality to mark Agenda items as "In-Progress".
    A simple check-box to mark in-progress in the detailed editor would do the trick. Highlight/tag these in some way to differentiate in the Agenda box on deals/lists. Often agenda items are dependent on others responding/completing an action. This would allow a clear way to see those actions that require follow-up. Having a way to see how long they have been in-progress would be great down the line.

    1 vote

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  4. Have an option so that admins can disable tasks so that users can only create events

    1 vote

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  5. For accounts that have open visibility (all records/global) allow team members/leaders to view executives calendars

    2 votes

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  6. Have the option to set custom time frames for notifications of calendar events

    1 vote

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  7. We would like to assign events to multiple users at one time. We are using Pipeline exclusively so having to add the event multiple times is a lot. If we had more than 4 users, this would possibly sway us from the platform.

    2 votes

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  8. I would like to be able to assign a task to more than one person in one form.

    1 vote

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  9. Pipeline Team,

    Currently, it looks like only the Admin User is able to view other user's calendar events (both on the physical calendar and within the agenda section on Deal itself). If I'm a Manager but not an Admin of Pipeline with my company, I'm unable to view my staff's calendar events, only my own.

    Can this be adjusted? Feels like it should be a standard/core feature of the system.

    Thanks,

    -Jeff

    7 votes

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    Open  ·  1 comment  ·  Calendars and Agenda  ·  Admin →
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  10. I would like for the 'schedule follow-up' option prompt that appears after I add an activity to a profile page to allow for an event type todo to be created so that a time and date can be indicated and synced over to my Outlook calendar. At the moment, this option only allows the generation of a task type todo which does not allow a time to be indicated and also does not sync over to my calendar in the same way as an event.

    1 vote

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  11. Need to have google calendar sync with the contacts phone and email and a link back to the contact page on pipeline.

    2 votes

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  12. Please provide any feedback related to improving our existing calendar functionality! Thank you!

    2 votes

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    Open  ·  1 comment  ·  Calendars and Agenda  ·  Admin →
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  13. An option to add a sub task to an existing or new Task created.

    2 votes

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  14. Provide the ability to set a default task type (call, todo) that auto-populates when creating a new task.

    2 votes

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  15. Create a pipeline calander that’s seamless with pipeline. I have another business and use Google calander and it’s full.

    1 vote

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  16. Provide the ability to customize the options available for milestone statuses.

    1 vote

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  17. Any new tasks and events from users on your calendar automatically appear without having to manually refresh.

    1 vote

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  18. As we create leads, the follow up should be placed on a list with the client's name, company, proposal, phone number. It can be placed in our calendars. During our focus time we quickly can see the basic info in order to them back quickly. We can even quickly place a note. At the end of the focus time we can easily transfer the note/results to main contact section of person/company.

    1 vote

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  19. When creating a new task, the due date is populated with today's date.

    1 vote

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  20. 2 votes

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