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Settings and activity

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  1. Add 1 year call back option

    2 votes

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    Open  ·  1 comment  ·  Product Ideas » Account Customization  ·  Admin →
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    AdminAnnie Myrvang (Product Manager, Pipeline) commented  · 

    Thanks for reaching out about this. My name is Annie and I'm a Product Manager here at Pipeline. Are you looking to postpone an existing agenda item or are you looking to schedule one in the coming year? Admins on your account can set a 1-year postpone option in the account settings. You can find out more on this option here: https://help.pipelinecrm.com/article/1037-customize-postpone-periods

    You can set tasks/events for any time in the future. Find out more here: https://help.pipelinecrm.com/article/92-using-tasks-events-and-activities

    Please let us know if there is anything else we can do to make your Pipeline experience better. 

    Best,
    Annie

  2. Provide enhanced activity search capability

    3 votes

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    Open  ·  0 comments  ·  Product Ideas » Activities  ·  Admin →
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    AdminAnnie Myrvang (Product Manager, Pipeline) supported this idea  ·