634 results found
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status
Automatically change color when changing the status. Presentation/Request for info/Negotiation = Orange Won = Green Lost = Red.
1 vote -
Allow Cascading Automations
We would like to be able to have changes to fields by the triggering of an automation be able to trigger additional automations based on those changes. At the moment, if I have an automation that, when triggered, makes a change to a custom field, I cannot have an additional automation trigger when the field change happens via automation (only when the field change is made by a user in the UI).
1 vote -
Automate Email Campaigs/Automations based of field criteria
Ability to automate email campaigns and/or automations based on field criteria instead of just when something is updated/created/deleted
1 vote -
Ability to sync emails hosted on other platforms that are not google/outlook
Ability to be able to sync an email that is not hosted under google/outlook. Other servers like Apple mail, etc.
1 vote -
Increased Deal Print PDF options
We would like for there to be a Deal Print PDF option that would provide a Quote overview that our sales people could print off and provide to a customer. This Quote Overview would include details typically found on a quote; product, answers to drop down questions (likely product details), COMPANY (customer details), seller (us) details, date, expiration date, possible ship date, etc. Additionally, we would like any print PDF options to display in a new window (or pop-up) rather than taking over the Deal browser screen.
1 vote -
Use other system and custom fields for Company/People Reports
Ability to group information for Company/People reports using other system/custom fields.
At the moment, it is only allowed to group by Owner
1 vote -
Create a Note-taking feature
Create a note-taking feature within the UI
1 vote -
Automatically Eliminate Duplicate Project Files
Our company regularly BCC's CC@Pipelinedeals.com to keep our emails internally accessible, but when you do this, it re-attaches any files/images in the email chain, so you end up having pages and pages of duplicate files at the bottom of a project.
If you could update the software to flag duplicate files from being uploaded, that would help our team.
3 votes -
Require Conditional Fields on Imports
Require Conditional Fields to be filled in before an import has been made to prevent the form from displaying after for each records
3 votes -
Check dependencies before deactivating a user
Admins are aware of the possibility of disruptions to anything connected via a deactivated user's API key or web2lead ID when they deactivate a user.
1 vote -
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).
4 votes -
Option to disable Unsubscribe links on bulk emails
Please add a way for me to disable the unsubscribe link being included with bulk email sends
3 votes -
Change the send on behalf of to be a true alias
Current state:
Send on behalf of the Recipient owner requires the Owner's email to be synced. Ideally, we could send on behalf of, and populate the owner information via Merge Tags.1 vote -
Conditional Fields (Enhancement)
I wanted to see if Pipeline has the capability to place logic in fields. For instance, we have some accounts that may have multiple owners. So if our sales rep is marked as the owner of a company I would want to have another field visible that would be required for them to fill out. Otherwise, I would like for the field to remain hidden if a sales rep isn't marked as the owner of the company record.
2 votes -
Add the ability to folder reports
When building multiple reports for multiple users, ideally they would be nested under a drop-down by record type of report similar to the list view drop-down.
1 vote -
Add expected close changes to the activity feed
Currently, Expected Close Date changes are only accessible within the Audit section of Pipeline, reducing the ability to report on changes or when a deal has been delayed.
1 vote -
Ability to attach files using Zapier
Attach files using Zapier
1 vote -
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 -
Ability to "Select All/Uselect All" for Duplicate checks
Have the ability to select all when running a duplicate check - at the moment you have to manually select the records
1 vote -
1 vote
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