660 results found
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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.
12 votes -
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.
14 votes -
Conditional Fields
Ability to condition a field depending on the selection of another field.
14 votes -
Automatically associate google synced calendar event to contact
When a new event is added to Google calendar it should automatically associate the event to the contact in Pipeline
10 votes -
Track Revenue for multi-year deals via a single deal
For example, let's say we close a deal that yields 100k in each of FY23, FY24, and FY25. The ideal state would be to forecast a single opportunity so that the 300k total deal value is split between the three financial years in our revenue forecasting.
7 votes -
Not automatically associating activities to an individual in a company when there's only one person listed
When adding an activity to PD, it automatically associates a person to the activity if there's only one employee in the company. Instead, it should default to "None" and allow you to choose if you want to associate your activity with a person in the company, as it does for companies with multiple people. Attached are screenshots of the automatic setting for companies with multiple employees and one employee, as well as the drop-down menu for a company with one employee. None should be the default, not Test Person 1.
13 votes -
Add ability to "send from Pipeline" vs. sync with email server
Have the ability to send emails via Pipeline without needing to be synced with my email server. Being a large organization there are many concerns from GlobalTranz and now being integrated with WorldWide Express. We are aware of the email tracking & syncing settings but would really prefer not to send emails out of our inbox entirely but still come from users within our account.
2 votes -
Add Deal & Company fields to merge tags
Add deal and company fields to the list of merge tags for email campaigns - as of now, you can only view People fields
2 votes -
Adding Feature to View Email Address associated with an Email Activity in Activity Feed
An email activity recorded in the activity feed will start with "John Smith sent an email to Jane Doe at Company Name" and will then include the subject name and the contents of the email. However, it will not show the email address contacted for Jane Doe.
If Jane Doe has 2 emails, then, in the current state of the activity, we do not know which of Jane's email addresses were contacted.
Could Pipeline add a feature to allow us to view which email address, in addition to which person, we are contacting?
Thank you!
5 votes -
Texting customers through Pipeline
Most of our customers respond so much better to texts than emails or phone calls. We currently use Podium to text our customers estimate reminders, follow up to our bids, etc. However, Podium and Pipeline don't integrate and even an app like Zapier doesn't help. We would love for Pipeline to integrate directly with Podium or for Pipeline to have the ability to text customers directly from Pipeline and track it as an activity, just like it does with email.
7 votes -
Task Templates: description template addition
it would be AMAZING if we could populate a template within the description of the task so that users could fill out answers to questions or standard list of questions/bullet lists (reminders on how to complete the task completely/fully could be inserted here).
1 vote -
Update Search Bar Function
Search bar all records provides outdated information. Unless you go to advanced search, it does not show deals that are assigned to you or even relevant (multiple years old)
1 vote -
Calendar Visibility Settings
For accounts that have open visibility (all records/global) allow team members/leaders to view executives calendars
1 vote -
Default to Won when there are only 2 stages in pipeline
If there are only 2 stages in a pipeline, creating a deal will default to the lost stage. Generally users will submit won deals.
1 vote -
Additional deal primary contact conditions for deal automations
Deal primary contact ID is the only person condition available for deal automations. Add options for additional person details.
1 vote -
Toggle between company views and associated contacts OR ability to reference a company/contact view when creating a cusom list. ASAP.
When I create a custom list of companies, based on my specific target market, I should be able to toggle easily to see all associated contacts. I cannot. Alternatively, from the People view, I should be able to reference a campaign/custom list/view/etc. as a column and sort for contacts included in that criteria. This is basic, table stakes functionality if a salesperson is utilizing your CRM to build out and work a territory.
1 vote -
Filter for all inactive users
Create a owner filter that selects all inactive users which updates dynamically as new users are deactivated.
1 vote -
1 vote
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Constant Contact Integration
Add integration for Constant Contact, similar to Mailchimp
1 vote -
1 vote
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