634 results found
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Option to Disable Tracking in Campaigns
Option to Disable Tracking in Campaigns
1 vote -
Remove restriction for creating bulk deals from the people list view
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 -
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 -
Activity Feed (Update)
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 -
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 -
Customizing a Goal Objective
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 -
Require Conditional Fields only at record creation
Have an option to allow Conditional Fields to only be required at record creation
1 vote -
Add admin levels to allow for access to account settings without access to changing owner of account's permissions
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 -
Opt out of import result emails
I would like to be able to opt-out of receiving successful import emails
1 vote -
Restrict users to Archive/Unarchive Deals
Add an option in admin to restrict users to archive/unarchive deals
1 vote -
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.
9 votes -
option to set custom time frames for notifications of calendar events
Have the option to set custom time frames for notifications of calendar events
1 vote -
Forecast reporting and combination person/deal field data reporting
Deal close forecasting graph reporting & compare to functionality as well as cross record field data reporting.
1 vote -
Add multiple users to an event
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 -
1 vote
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Autosave content in activity text field
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 -
Can you please change the way you tab through field groups.
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 -
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 -
Send bulk emails on behalf of other users
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 -
Surface Account Admin's for Non-admin Users
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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