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  1. 2 votes

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    Open  ·  0 comments  ·  Activities  ·  Admin →
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  2. I would like to be able to opt in for a notification when sharing items within Pipeline with other users on the account so that I can save those notifications for future reference to confirm who the item was shared with and when.

    1 vote

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    Open  ·  0 comments  ·  Sharing  ·  Admin →
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  3. When I upload new accounts, the system won't allow me to upload accounts with the same name. Is it possible to have that happen with phone numbers as well?

    2 votes

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  4. I would like to cc a company email when composing an email, but I must type the whole address. The search does not find company emails.

    1 vote

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  5. When creating an Event I would like the Name field to appear second because I would like to first select the person (record) it is associated with and then enter the extra information below (ie: Name of event, start/end time, etc).

    1 vote

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  6. It would be great to be able to place a task or f/up flag on activities rather than having to close out of the activity and then create a new task somehow referencing back to that particular activity.

    1 vote

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    Open  ·  1 comment  ·  Activities  ·  Admin →
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  7. Currently, only unsynced users will see the option to copy an email address when they right click on an email address within Pipeline. Once the user decides to sync, that option goes away.

    1 vote

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    Planned soon  ·  0 comments  ·  Email  ·  Admin →
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  8. Please change this back to the original format or at the very least provide the user the option to choose. Pipeline used to have an option to convert a company to a customer, designed similar to this new format, or to keep them as a contact, the original format. Kris Lennon

    2 votes

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    Open  ·  0 comments  ·  Companies  ·  Admin →
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  9. When filtering the dashboard. being able to filter the pipeline independently would increase productivity. Given the other modals on the dash would remain filtered to "Me"

    2 votes

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    Open  ·  0 comments  ·  Dashboard  ·  Admin →
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  10. I would like to filter my email on my dashboard in an ascending/descending/ order to better organize and expand visibility.

    2 votes

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  11. Increase the number of available Pipelines from 5. Now that we are separating the pipelines, five is not enough to meet our needs.

    2 votes

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    Open  ·  0 comments  ·  Deals  ·  Admin →
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  12. We create deals from a few sources (web forms, Panda Doc (trigger = doc sent)), and would like to import text into the Summary field on the deal page. I don't believe this exists without other steps?

    1 vote

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  13. If a person has a role in multiple stores/companies, you should be able to clone them so you don't have to enter for each store/company.
    Ex. Joe Smith is manager at Company A, B, C etc....I entered all contact info for company A. I should be able to clone to other companies instead of entering manually each time. When I enter manually again a notification appears and says its a duplicate.

    1 vote

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    Open  ·  0 comments  ·  People  ·  Admin →
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  14. The ability to add 1-click activities to the account settings so that the activity is automatically visible in every user account would help our team standardize our process.

    2 votes

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  15. Add the ability to have users each be on either monthly or annual billing within a single account rather than requiring that they are all on the same billing frequency.

    1 vote

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  16. In my activity, I often have to remind a customer of what the next step is in the process, and what them to have the email thread we used earlier. Right now I can not forward the thread to the customer again in Pipeline if they did not respond to me last. I need to use my Gmail account and find the email in question.

    It would be helpful if I could do this while in the Deal, Person or Company tab so the information and dates are all in one thread rather than searching in Gmail for the appropriate…

    2 votes

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  17. It would be much more helpful if I could access and manipulate the Expected Close Date on the Deal Details page AND the Time to Close Date by connected to the Expected, not the Actual Close date. The nature of contracts the way they are, close dates are often in flux as project deliverables are added or subtracted.

    3 votes

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  18. When importing a person file, it would be helpful if we had the option to also create companies at the same time.

    2 votes

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  19. Are there any plans on the roadmap to integrate Azure AD\O365 for SSO?

    2 votes

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    Open  ·  0 comments  ·  Security  ·  Admin →
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  20. Toggle button to share activity posted under people, so the read only access users can get email notifications when the need is there to include them on a note.

    1 vote

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