65 results found
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client account integration
Is there a way to integrate our client accounts into pipeline somehow? For example, the two biggest companies we use are MassMutual and SEI - it would be nice for the accounts to be in pipeline as well somehow so we can easily see everything that we manage. Also, it would be nice to share files from emoney advisor that the clients upload to their vault.
5 votes -
Conditional Fields (Enhancement)
I wanted to see if Pipeline has the capability to place logic in fields. For instance, we have some accounts that may have multiple owners. So if our sales rep is marked as the owner of a company I would want to have another field visible that would be required for them to fill out. Otherwise, I would like for the field to remain hidden if a sales rep isn't marked as the owner of the company record.
2 votes -
1 vote
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Calculated Field Percentage
Add the ability to display calculated field values as a percentage,
1 vote -
Notification - Companies Assigned to You
To have the ability to disable notifications for "Companies assigned to you"
1 vote -
Add ability to choose which deal stage(s) are considered active vs. inactive
Comstock Construction is wondering if it's possible to have the ability to add or be able to update which deal stages are considered active vs. inactive.
Use case is:
Within our deal stages we have a “no opportunity” option, which for us means that we have either passed on the opportunity or the opportunity is dead (meaning it was not won or lost), is there a way to make “no opportunity” an inactive stage, similarly to “won” and “lost”?Where this becomes an issue for them is largely in the dashboard report and any list views when reporting on dollar…
1 vote -
Default Custom Field selections
Please implement an option to set a default selection for newly created custom fields
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 -
Customizable company details section
Make the company details section in profile pages customizable by allowing the user to add custom fields.
1 vote -
Properties: I would like to be able to enter Property Addresses into my CRM and be able to search them.
1) Enter Property Addresses into my CRM and be able to search them like we do Companies.
2) Option to select to visually see the property addresses I've entered displayed on a map
3) within this option to show who the owner is, the last entry date of ownership,
* last time I spoke or followed up with the owner or their designee,
* who the property manager for this property is
* matrix of the property (square footage, purchase price, CAP rate)
* the ability to customize and add other options.
* ability to upload a spreadsheet with data…3 votes -
[Dashboard] Ability to choose auto-default tab upon signon
I rarely use the Dashboard and primarily use the "People" tab.
I would like the ability to choose a default tab, such as "People" upon initial sign-on instead of auto-defaulting to the "Dashboard"
1 vote -
Project management features
Add project management specific functionality
1 vote -
White Label Option
We have customers that require a CRM and would like to offer a branded solution to them
3 votes -
Collaboration option on person record
Add a collaboration option to lead and contact records so that multiple people can view and edit the same person
1 vote -
Allow email opt-in for currently grayed out notifications within My Profile
Please consider adding the option to opt-in for more system notifications by email. There are several items that are grayed out for email that would be helpful for us to be able to enable specifically the won deal notifications.
2 votes -
User Multiple Team Assignment
Have the capability for a user to be assigned to different/separate teams so he/she can have access to the teams' records but not the entire account.
4 votes -
Assign Default Columns in List View
The customer wants to have the option to assign default columns in the list view
2 votes -
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 -
Rename record types
You can change the names in the header, but that does not change what is named in Pipeline. For example rename Companies to Issues and that name would be reflected everywhere in the UI.
2 votes -
Modify System Fields
Allow for the modification of field type and removal of system fields from our account
10 votes
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