52 results found
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When you complete a Task you notify a Team Member that you completed it
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.
22 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.
13 votes -
Calendar Visibility Settings
For accounts that have open visibility (all records/global) allow team members/leaders to view executives calendars
2 votes -
option to set custom time frames for notifications of calendar events
Have the option to set custom time frames for notifications of calendar events
1 vote -
task
I would like to be able to assign a task to more than one person in one form.
1 vote -
Add multiple users to an event
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.
1 vote -
Viewing Calendar Events
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 -
Schedule Follow-up option allow for creation of Event type todo rather than just a Task
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 -
Google sync
Need to have google calendar sync with the contacts phone and email and a link back to the contact page on pipeline.
2 votes -
Bulk reassign option in agenda
Allow the ability to reassign tasks in bulk from the Agenda
4 votes -
Calendar Enhancements
Please provide any feedback related to improving our existing calendar functionality! Thank you!
2 votes -
1 vote
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Add Sub Tasks to an existing or new Task/Agenda
An option to add a sub task to an existing or new Task created.
2 votes -
Default type auto-populates when creating a new task
Provide the ability to set a default task type (call, todo) that auto-populates when creating a new task.
2 votes -
Need a pipeline calendar
Create a pipeline calander that’s seamless with pipeline. I have another business and use Google calander and it’s full.
1 vote -
Customizable milestone statuses
Provide the ability to customize the options available for milestone statuses.
1 vote -
Dynamic Calendar
Any new tasks and events from users on your calendar automatically appear without having to manually refresh.
1 vote -
Cold Call section
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 -
Auto-populate today's date for new tasks
When creating a new task, the due date is populated with today's date.
1 vote -
1 vote
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