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27 results found

  1. Pin Active Deals to stay in the company page

    On the individual company page, in the deals section, can you allow the option to click to see only ACTIVE deals and have it stay there? Even if I could click it to only show active deals all the time within all of the accounts. I have an account that has 100+ reps. I only want to see the active deals when I go to their company page.

    2 votes

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    Open  ·  0 comments  ·  Companies  ·  Admin →
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  2. New Company Page Format

    Please change this back to the original format or at the very least provide the user the option to choose. Pipeline used to have an option to convert a company to a customer, designed similar to this new format, or to keep them as a contact, the original format. Kris Lennon

    2 votes

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    Open  ·  0 comments  ·  Companies  ·  Admin →
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  3. Add Sales Rep Name to Company Page - Deals section

    On the individual company page, in the deals section, instead of seeing revenue or instead of seeing the owner name, why can't you put a column in this section that has the sales reps name that is linked to the deal you are working on? I know I'm the owner of the acct and the deal. I want to be able to decipher which rep the deal is linked to at a glance so that I can either sort and call or sort and notate. It would be so much easier when I have to report back to their sales…

    1 vote

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    Open  ·  0 comments  ·  Companies  ·  Admin →
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  4. Can't see full file names with new format

    The new format of the companies isn't showing the file names in their entirety. I need to be able to see the full names of the files and documents. It is only showing the first 30 characters or so.

    1 vote

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  5. It would be nice to be able to filter area codes so I can call California and midwest companies and I make my east coast calls

    GENERATE CALLING LISTS BASED ON TIMEZONE

    1 vote

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    Open  ·  0 comments  ·  Companies  ·  Admin →
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  6. Company Contact Page

    The company page for Williams Professional Painting has not been changed to the new format that Pipeline has developed. Please don't change it. The new format required more steps for the user, examples: In Deals you can no longer see the primary contract without taking the additional step of opening the deal. When adding a activity it is much more difficult to read and find the company "person" contact you are directing the notes for.

    1 vote

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  7. Freeze Company

    Please can you add the ability to place a Freeze on a Company in our database for many reasons but not least of which is due to Export Controls

    1 vote

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