654 results found
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Provide an integration with LinkedIn
Provide a LinkedIn Integration that will allow for the ability to import profiles into contacts.
Provide a LinkedIn integration that will allow for 'contextual information' about a Person to be pulled into LinkedIn.
Provide the ability for the Pipeline App to auto-populate profile pictures from LinkedIn.
Provide the ability for the Pipeline App to sync with LinkedIn so that when a LinkedIn contact changes jobs or companies that would be reflected within Pipeline in near real-time..
Provide a LinkedIn integration that will import a contact name and / or title direclty into the Pipeline App from a LinkedIn page (e.g.…
33 votes -
28 votes
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27 votes
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When you complete a Task you notify a Team Member that you completed it
When you complete a Task you notify a Team Member that you completed it with a simple a pulldown and clicking their name. I assign tasks to team members, and now they have to go and create an Activity which is an extra step.
24 votes -
Add more automations options
Add performance lane as an item to be added to a condition for automations triggered on the deal level.
All other automations improvements in terms of options, please add here. Thank you!
23 votes -
Enhance the global search
Provide the ability to have 'Deal Status' show up as part of the Global Search results.
Enhance the Global Search to search across an entire record of a Company, Deal or Person.
Enhance the Global Search to search for a phone number account wide regardless of what specific phone number field was filled out.
Enhance the Global Search to search across custom fields.
Enhance the Global Seach to search and find activities.
Enhance the Global Search to search not only by Company and Person, but also by 'keywords' that were entered in Activity descriptions.
Enhance the Global Search to search…
20 votes -
Make the Morning Coffee Report customizable
Provide additional customization options for the existing 'Morning Coffee' report.
20 votes -
Enhance Email Sync functionality
Provide an ability to be able to choose which messages are pulled in through the Email Sync functionality as opposed to having ALL messages being pulled in
Provide the ability to Sync multiple email accounts with the same Pipeline user
Provide the ability to stop Sycning emails once a deal is either won or lost.
19 votes -
Automatically associate google synced calendar event to contact
When a new event is added to Google calendar it should automatically associate the event to the contact in Pipeline
18 votes -
Deal Details
Please provide the ability to edit the Deal Details section of a Deal record by allowing users to add custom fields to help better fit their business needs.
18 votes -
Multiple Starred List Windows
The ability to create multiple Starred List Windows on my homepage, with the ability to move list from one window to the next.
This will allow me to have multiple windows for each of my direct reports.
Also, instead of just showing number or deals, or number of people as the numeric value of the list, let dollar amounts be an option, particularly for the pipeline lists.
18 votes -
Conditional Fields
Ability to condition a field depending on the selection of another field.
17 votes -
Customizable negative value in the column filter view // Provide an exclude function when making lists
It would be great to be able to filter a column to view all entries WITHOUT a certain value/values.
For example, if I could filter for employee titles WITHOUT the words "vice" or "co-". I have attached a screenshot with what this might look like. Consistency for filtering this way would fall on the user.
Thank you for your consideration!
15 votes -
When a team member assigns a Task to someone else, include WHO assigned that Task in the Task itself,
When a team member assigns a Task to someone else, include WHO assigned that Task in the Task itself, not just in the email notification.
13 votes -
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 -
Allow more customization within the Reports tab
Users would like to change the graph type that is represented (i.e. make a bar chart a pie chart)
13 votes -
Multiple Tagging w/ Activities
One other idea ... when I have an Activity, such as a phone call, why can't I tag more people? Right now, I'm can only associate one person that was on that call.
13 votesHi There,
Annie Myrvang, Pipeline Product Manager here to let you know that this update is currently in development! I will keep you updated as the new feature moves closer to being deployed. Thank you so much for the feedback you all have provided on this update.
Best,
Annie
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Edit Layout - Profile Pages
It would be helpful if an Admin could apply the "Edit Layout" changes on the profile page to all users.
12 votes -
Provide enhanced email analytics
Provide Email Analytics that would show users what time of day results in the most 'opens' for their email campaigns
Provide an ability to see whether a Person has 'unsubscribed' from emails directly from their Person Profile
Provide the ability to receive 'read receipts' when sending out emails to multiple people.
Enhance the email tracking capabilities within the Pipeline App (for example, if a Pipeline User opens an email sent to a client / lead it registers as if that client / lead opened the email on their own).
Provide additional email campaign tracking capabilities (for example, being able to…
12 votes -
Provide enhanced email capabilities
Provide additional customization abilities, such as being able to change default font size, when composing emails.
Provide an ability for Pipeline users to select their own personal default for font formatting
Provide the ability to add emojies when composing emails.
Enhance the email composer within the Pipeline App to better align multiple images and text without the need for editing the underlying HTML.
Provide better graphics, additional font styles and easier design when composing emails.
Provide the ability to add images, charts and graphs when composing emails from within the Pipeline App.
Provide the ability to retain email signatures, along…
12 votes
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