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634 results found

  1. Option to Disable Tracking in Campaigns

    1 vote

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  2. at the moment, if you go to the people list view and select 10 or fewer records, you can bulk-create deals for those records. It would be great if the cap is removed or at least increased.

    1 vote

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    Open  ·  0 comments  ·  Deals  ·  Admin →
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  3. 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

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    Open  ·  2 comments  ·  Activities  ·  Admin →
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  4. Looking to create a template in the activity section. There is a specific type of activity that should be written and it would be ideal if we could template it so all users adding this activity are following the same process.

    1 vote

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  5. 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

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  6. The ability to customize Goals. As currently we can only choose from set objectives, which limits our goals. Many times a goal does not have a measurable outcome, how do we put those goals in the system?

    For Eg: Goal- CRM Implementation for Development team, managing each end and helping to train the team on the new software.

    1 vote

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    Open  ·  0 comments  ·  Goals  ·  Admin →
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  7. Have an option to allow Conditional Fields to only be required at record creation

    1 vote

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    Open  ·  0 comments  ·  Data Cleanliness  ·  Admin →
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  8. I would like for there to be a way to make a user on the account an admin so that they have access to account settings but limit their ability to remove my own admin permission.

    1 vote

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    Open  ·  0 comments  ·  Users  ·  Admin →
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  9. I would like to be able to opt-out of receiving successful import emails

    1 vote

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    Open  ·  0 comments  ·  Imports / Exports  ·  Admin →
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  10. Add an option in admin to restrict users to archive/unarchive deals

    1 vote

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    Open  ·  0 comments  ·  Users  ·  Admin →
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  11. 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.

    9 votes

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    Open  ·  1 comment  ·  Integrations & API  ·  Admin →
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  12. Have the option to set custom time frames for notifications of calendar events

    1 vote

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  13. Deal close forecasting graph reporting & compare to functionality as well as cross record field data reporting.

    1 vote

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  14. We would like to assign events to multiple users at one time. We are using Pipeline exclusively so having to add the event multiple times is a lot. If we had more than 4 users, this would possibly sway us from the platform.

    2 votes

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  15. 1 vote

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    Open  ·  0 comments  ·  Activities  ·  Admin →
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  16. Please for the love of God, fix the issue where whatever I wrote in the activity text field isn't erased because I moved the browser tab to a different window. Stop refreshing the page and erasing the content from the text area. It would be nice if anytime I wrote something it was saved so that I can update it later if I need to come back to that tab in the browser. I have saved 5,272 quick notes to write an update to a deal, then cut and paste it into Pipeline so it doesn't get erased for some…

    1 vote

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    Open  ·  0 comments  ·  Activities  ·  Admin →
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  17. When you set up field group they list vertically. They also show vertical when you add a person, deal or company using the '+' sign. The issue is when they appear on the main screen under the deal, person or company the display is a horizontal order, left to right, top to bottom. When you tab though on those pages the tab moves vertically. So entering information or correcting information on the main screens is more difficult because it doesn't follow the order originally set up. Either change the mail screen to show vertical top to bottom, then left to…

    1 vote

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    Open  ·  0 comments  ·  Ease of Use  ·  Admin →
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  18. 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

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  19. You can only send emails on behalf of other users via an email campaign. It would be great if you could also do this from a bulk email.

    1 vote

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    Open  ·  0 comments  ·  Email  ·  Admin →
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  20. As a user I want to be able to know who my account admin's are should I have any questions. Example: best practices that fall outside of Pipeline support, how to have admin access. Idea - within the help dropdown add placeholder for "contact (company name) account admin"

    As a customer team member the thought here is this may reduce some of the inbound questions from non-admin users if we can easily make users aware of who within their company they should contact.

    Thought from Pipeliner perspective - maybe in the account settings account admins choose who they would like…

    1 vote

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    Open  ·  0 comments  ·  Users  ·  Admin →
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