617 results found
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2 votes
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Stage change report
Add a report that shows which deals moved to a specific stage in a selected time frame.
2 votes -
Quickbooks - Bidirectional Contact Sync
Ability to sync Quickbook contacts between Pipeline and Quickbooks bidirectionally to avoid importing and/or adding the same information from Quickbooks to Pipeline.
1 vote -
1 vote
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Merge sources
Merge lead sources in account settings. All affected records would be transferred to the final source.
1 vote -
Either display person status by name or add the ability to also display the name that the colored dot is assigned to within the list views
Please add the ability to display the name of the person status within the columns in the People list view. At the moment, only the colored dot is displayed and we have many statuses and would like to be able to see the status spelled out at a glance rather than needing to hover over the dot to see what that status is called if possible.
1 vote -
Task Notifications
We set up our own tasks as there are only 2 of us in the company - Please allow the ability to notify yourself via email, if a task is created and personally assigned.
1 vote -
Bulk update person custom fields from the deals list
Make set custom field work for person custom fields in the deals list.
2 votes -
Ability to Add custom fields to Profile system modals
Ability to add custom fields to system modals under record profile pages
1 vote -
Customizable unsubscribe link
Add additional functionality to customize how the unsubscribe link appears in emails.
1 vote -
1 vote
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Notifications - Disable notifications for records you own
Ability to disable notifications you own and receive them only when tagged.
1 vote -
Google Sheets - Improved Historical Data
Please implement a way to locate relational history in the app/extension as the "refresh data" button is actionable on historical relationships.
1 vote -
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 -
Ability to sort Dashboard Agenda
Ability to sort the the Dashboard Agenda by Priority
2 votes -
Enhanced sorting options which allow segmentation based on first letter of record name
I would like to be able to sort and segment my list of records alphabetically and then show just a portion of the records based on the first letter of the record e.g. a->m
1 vote -
Under User Permissions, add an option for Automations
Under User Permissions, add an option for Automations. Creating automations can be time consuming for and Admin. I'd like to be able to delegate the task to other team members on a one-off basis.
6 votes -
I would love to be able to log a call with the date of the meeting and select all attendees on the call.
I would love to be able to log a call with the date of the meeting and select all attendees on the call, even when there are several people.
1 vote -
Collaboration option on person record
Add a collaboration option to lead and contact records so that multiple people can view and edit the same person
1 vote -
Conditional Fields
Ability to condition a field depending on the selection of another field.
1 vote
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