639 results found
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1 vote
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Include all primary contact fields in zapier deal triggers
The only primary contact details carried over from deal triggers are id, first & last name, phone numbers and emails. It does not include other details like person summary, addresses, custom fields.
1 vote -
Date Filter
Instead of having to manually apply a custom filter for the "past 60 days" please enable the ability to select "Last 60 days" as an option that can be filtered for a timeframe via listviews.
1 vote -
folders for filters
Can we have folders for filters?
7 votes -
Project management features
Add project management specific functionality
1 vote -
Allow multiple mailchimp connections
Add the ability to have multiple mailchimp accounts either by team or user.
1 vote -
2 votes
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Stage change report
Add a report that shows which deals moved to a specific stage in a selected time frame.
2 votes -
Quickbooks - Bidirectional Contact Sync
Ability to sync Quickbook contacts between Pipeline and Quickbooks bidirectionally to avoid importing and/or adding the same information from Quickbooks to Pipeline.
1 vote -
1 vote
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Merge sources
Merge lead sources in account settings. All affected records would be transferred to the final source.
1 vote -
Either display person status by name or add the ability to also display the name that the colored dot is assigned to within the list views
Please add the ability to display the name of the person status within the columns in the People list view. At the moment, only the colored dot is displayed and we have many statuses and would like to be able to see the status spelled out at a glance rather than needing to hover over the dot to see what that status is called if possible.
1 vote -
Task Notifications
We set up our own tasks as there are only 2 of us in the company - Please allow the ability to notify yourself via email, if a task is created and personally assigned.
1 vote -
Bulk update person custom fields from the deals list
Make set custom field work for person custom fields in the deals list.
2 votes -
Ability to Add custom fields to Profile system modals
Ability to add custom fields to system modals under record profile pages
1 vote -
Increased functionality of Automations
create an automation using "deal" as the base, when an activity category is create it will then trigger the automation to increase the numeric value of a custom field.Having those types of automation features and additional triggers create a lot of opportunity for efficiency. - Which may be an edge against other CRMs.
2 votes -
Customizable unsubscribe link
Add additional functionality to customize how the unsubscribe link appears in emails.
1 vote -
1 vote
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Notifications - Disable notifications for records you own
Ability to disable notifications you own and receive them only when tagged.
1 vote -
iPhone application
Better phone app, it needs to be redesigned and faster. the layout is horrible and I cannot find my files properly. the app is NOT user friendly and is slow
3 votes
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