660 results found
Viewing Calendar Events
Currently, it looks like only the Admin User is able to view other user's calendar events (both on the physical calendar and within the agenda section on Deal itself). If I'm a Manager but not an Admin of Pipeline with my company, I'm unable to view my staff's calendar events, only my own.
Can this be adjusted? Feels like it should be a standard/core feature of the system.
Customize unsuscribe link
Ability to unsubscribe the unsubscribe link that is sent on email campaigns1 voteOpen · 0 comments · Email · Admin →
Additional Automation Workflow Options
When a change is made to a Deal custom fields can be updated. However, It can only update custom fields on the Deal, I would like the ability to also update custom fields of another record type, such as Company.1 vote
Changing the number of decimal points in Numeric Fields
To have the ability to change the number of decimal points in the numeric fields1 voteOpen · 0 comments · Deals · Admin →
Being able to add a "Files column" under the "Deals List View". I think it should look like the activities column, where you can click the button and it pops up and shows you all the activities. But in this case, when you click the file button it pops up and shows you all the files attached to the corresponding deal.2 votes
Have an option to 'lock' the dashboard.
I find it hard to use a touch screen computer and scroll through the dashboard because I end up moving something when I don't want to. If you could have an option to lock the dashboard widgets so it doesn't get rearranged accidentally, that would be great.1 vote
Modify the Win Ratio to reflect Won Deals/ Estimates Given
Currently, the Win Ratio is a % of Won Deals divided by Won Deals plus Lost Deals. For many sales teams, in my case Painting estimators, we are interested and track our sales people's Win Ratio on a weekly and monthly basis.
It would be more useful is the ratio was a simple % of Won Deals versus Total Estimates Given.2 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
Associate one person (Activities included) with multiple companies
Please enable the ability to associate one person, including activities, with multiple companies.2 votesOpen · 0 comments · Activities · Admin →
Google Sheets (Automatic Refresh)
I have to update a report for my sales team each week -- and it's a pain to log into the Google Sheets each week just to hit the "Refresh" button on the integration
Google Sheets has time-based triggers (which I use to update other 3rd-party data on the report)... but can't do it automatically with the Pipeline data
Please enable the ability for automatic updates in Pipeline CRM .1 vote
Apply todo templates from mobile app
You can only create single tasks from the mobile app. Todo templates are not available for use.1 voteOpen · 0 comments · Mobile · Admin →
Syncing with Outlook for Contacts is not ideal. If I have a contact pre-existing in my Outlook contacts, it will not show up as an option when assigning a person to a deal in Pipeline; must create a new person in Pipeline. It does appear to sync in the opposite direction, but this should be a two-way sync.1 voteOpen · 0 comments · People · Admin →
Multiple Revenue Options in one deal.
As a company who has multiple revenue streams. I would love to be able to apply several different streams in one deal. Instead of making a new deal for each revenue option.1 voteOpen · 0 comments · Deals · Admin →
More granular date filter options
Add the ability to filter by hours. For example if the user wants to see people/deals that have a Latest Activity Created date > 3 hours.1 voteOpen · 0 comments · Reporting · Admin →
Ability to integrate my Wise Stamp signature into Pipeline Signature
Many businesses use an App called WiseStamp to create a professional signature. It allows us to use a professional template and automatically insert pix, automated recognizable social icons, and other links to all things that are important to our business. The customization for email signature in Pipeline is very limited and "old school". Inserting pix and links to our websites and socials (Linked In, FB, IG, Twitter, other common business platforms, etc.) all has to be done by hand, and it comes out looking very clunky. We have to, for instance, write out the word "Facebook" and then link that word, as opposed to using recognizable common icons. I noticed another Pipeline client asked for the ability to have automation with the social icons to create our signatures, and that idea was shot down. In this modern age where these icons are so recognizable, and where our signatures are our Brand (!), it's important to represent our brands (visually) in our signatures. PLEASE reconsider having a smoother, automatic design tools, more aesthetically pleasing brand-wise, user-friendly way to create our email signatures.
Many businesses use an App called WiseStamp to create a professional signature. It allows us to use a professional template and automatically insert pix, automated recognizable social icons, and other links to all things that are important to our business. The customization for email signature in Pipeline is very limited and "old school". Inserting pix and links to our websites and socials (Linked In, FB, IG, Twitter, other common business platforms, etc.) all has to be done by hand, and it comes out looking very clunky. We have to, for instance, write out the word "Facebook" and then link that…1 vote
Add Performance Pulse to Dashboard View
It would be a nice visual to see the Performance Pulse on the dashboard as we try to hit monthly goals based on specific revenue types.1 vote
Allow selected users to update shared list
Only the owner of a shared list can make updates to it. Allow selected users to also edit the list.4 votesOpen · 0 comments · Sharing · Admin →
Recipient owner column added to the email campaigns list view
Add the ability to filter by recipient's owner from the campaign recipient list view. Allowing for assigning tasks to different owners via bulk actions.1 voteOpen · 0 comments · Email · Admin →
Disable Notifications When Creating Goals
Have the ability For Admins/Exec's to turn off notifications when creating goals for others. Now the system sends out notifications to what feels like every user in the platform.1 voteOpen · 0 comments · Goals · Admin →
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