639 results found
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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Search bar all records provides outdated information.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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ChatGPT
ChatGPT to be integrated within Pipeline.
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 -
Show if deal has contacts not visible to user
If a deal has contacts that the user cannot see, the user will see "owned by username" contact cards in the contacts section.
1 vote -
Freeze/Lock Drop Down options with a pop up prompt advising the change is permanent
Please add the ability to freeze the drop-down selection.
Use case:
We have created one custom field named Trigger feedback form for guests. (TX/GR) in the custom field other section, we have kept two drop-downs, Yes and No.
We are looking for an option when the user selects the drop-down as Yes, that option should be locked or frozen, and before submitting, he/she will get a pop-up stating Are you sure? You want to submit it as Yes.1 vote -
1 vote
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Enforce MFA on users
Enforce MFA login on users to avoid them creating passwords
1 vote -
Customizable company details section
Make the company details section in profile pages customizable by allowing the user to add custom fields.
1 vote -
Share People/Company tabs to Supershare users
Ability to share People/Company lists to Supershare users - at the moment they can only view the Deals tab
1 vote -
Filtered Total Calculated Field
We would like to have a custom field that calculates the filtered totals of associated fields.
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.
1 vote -
Add all of my Pipeline tiles to one Dashboard
It would be nice to see all 3 of my Pipelines on one Dashboard as opposed to having to use the drop down to view them separately. Thanks!
1 vote
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