Welcome to our official feedback forum. Do you have an idea? Do you recognize a good idea when you see one? We want to hear from you!

1. Top Ideas
2. Hot Ideas
3. New Ideas 3
4. Accepted Ideas 6
5. Completed Ideas 32

1. 8 votes

   Time Option

   When you make a note have the time and date information stored... not just the date.

   by anonymous | 0 comments

   Status: completed

   The time now displays on Lead, Contact and Deal Notes.

   PipelineDeals Admin
2. 10 votes

   changing lead status once in the lead

   Right now you can only change the lead status on the lead search page. Adding that functionality once in the lead would be great.

   by anonymous | 2 comments

   Status: completed

   You can now update a Lead's status from the Lead Actions menu at the top of the Lead Profile Page.

   PipelineDeals Admin
3. 21 votes

   Include a field for Skype ID in contact information

   In contact information, ability to enter Skype ID or other IM id

   by anonymous | 1 comment

   Status: completed

   We now have an IM field you can track for your Leads or Contacts.

   You will find this field by clicking Edit on any profile page.

   PipelineDeals Admin
4. 23 votes

   Multiple Email Addresses for a Contact

   Business today is both business and personal. You never know who is watching a company email address so often times you want to communicate with one of your Contacts for business and for personal reasons. Personal reasons could be networking, forwarding job opportunities, forwarding artlicles, ... more

   Business today is both business and personal. You never know who is watching a company email address so often times you want to communicate with one of your Contacts for business and for personal reasons. Personal reasons could be networking, forwarding job opportunities, forwarding artlicles, forwarding jokes, etc. It would be great if PLD allowed at least 2 maybe more emails for a contact. Thanks.

   by anonymous | 2 comments

   Status: completed

   We now support several new email address fields. You can now track a main work email address, home email address and other email address for every single Lead or Contact.

   Simply click on the Edit link on a Lead or Contact Profile page to add another email address for a relationship.

   PipelineDeals Admin
5. 52 votes

   PDF Printouts

   Would be very useful to be able to generate the available reports in a nice PDF layout's.

   by apaterson | 2 comments

   Status: completed

   You can now export beautiful PDF Deals, Leads, Contacts and Reports.

   Simply click the PDF link on any of the main tabs to generate a new PDF report.

   PipelineDeals Admin
6. 9 votes

   Add pop up reminders on calender

   Similar to outlook calender reminder system where you can set snooze times or dismiss alarm. Pop up reminders on screen at time of event (alarm)

   by anonymous | 0 comments

   Status: completed

   To-Do's, Events, and Reminders with a time will automatically pop up reminders in the application. You can configure this option and even play a sound when they display. Click on My Settings and ensure you have these selected.

   PipelineDeals Admin
7. 9 votes

   Calendar to have "work days" option

   Would like to see an option to schedule tasks etc on work days only (M-F) as opposed to scheduling items on weekends

   by anonymous | 0 comments

   Status: completed
8. 3 votes

   make all data searchable instead of having to hit the right tab

   been using this for a week now. familiar with ACT!, SalesFarce, QuickBase - how come you can't just search for a lead or contact. Even if it is in PipeLine deals it won't come up unless you look for it as a "lead" or under "contact". Surely if you have entered any data ther... more

   been using this for a week now. familiar with ACT!, SalesFarce, QuickBase - how come you can't just search for a lead or contact. Even if it is in PipeLine deals it won't come up unless you look for it as a "lead" or under "contact". Surely if you have entered any data there should be a universal search button??

   by Mark Laing | 1 comment

   Status: completed

   Check out or Global Search Tool.

   http://www.thinkpipeline.com/blog/2008/09/launching-soon-improved-rover-search.html

   PipelineDeals Admin
9. 80 votes

   Custom Fields for Deals

   Allow for the creation and capturing of new fields which are specific to my business on the deals page.

   by PipelineDeals | 9 comments

   Status: completed
10. 2 votes

    make it possible to have more than one administrator

    by anonymous | 0 comments

    Status: completed

    This is currently supported. Go to Admin, click the edit link and the checkbox to add the admin role to the person.

    PipelineDeals Admin
11. 32 votes

    Customize PipelineDeals with my own colors and logo

    Change the colors of PipelineDeals, upload your own logo and your own subdomain.

    by nbert | 1 comment

    Status: completed
12. 0 votes

    Create color coded lead status indicators

    Create color coded lead status indicators on the leads worklist. Define new status and associated colors for your leads. It would be similar to the status indicators in the deals reports.

    by PipelineDeals | 0 comments

    Status: completed
13. 1 votes

    Have a counting feature to show the number of leads

    by anonymous | 0 comments

    Status: completed

    This feature will be launched with new leads features coming soon.

    PipelineDeals Admin
14. 1 votes

    Remember Leads State

    while filtering leads for a user, if i click on a lead and then click the back button the list is no longer filtered. i have to click and filter>>>click and filter>>>click and filter.

    by anonymous | 0 comments

    Status: completed

    This is currently being worked on.

    PipelineDeals Admin
15. 6 votes

    put the "add deal" button back into the Leads Record

    I rely heavily on the Home page To-Do section and I click directly onto the Lead Record when I'm following up on a To-Do. Once I've made contact, I WAS nice to be able to click "Add Deals" on that same screen.

    Now, with your new enhancements, I have to go back to the lead tab, run a... more

    I rely heavily on the Home page To-Do section and I click directly onto the Lead Record when I'm following up on a To-Do. Once I've made contact, I WAS nice to be able to click "Add Deals" on that same screen.

    Now, with your new enhancements, I have to go back to the lead tab, run a search for the property, click on the box and then click "convert to deal". This has added 4 extra steps when before it was no extra steps.

    by Emily Hood | 0 comments

    Status: completed

    Hi Emily,

    We are working on addressing this issue.

    Thanks,
    The PipelineDeals Team

    PipelineDeals Admin
16. 6 votes

    Pagination of leads

    When I'm working my 53 pages of leads in the leads tab and I click a name to enter information into the contact record, there's no way to go back to the leads page I was on. For example, if I was on page 10, the system takes me back to page 1 and I have to page forward one page at a time. This ... more

    When I'm working my 53 pages of leads in the leads tab and I click a name to enter information into the contact record, there's no way to go back to the leads page I was on. For example, if I was on page 10, the system takes me back to page 1 and I have to page forward one page at a time. This is a gigantic waste of time

    by anonymous | 1 comment

    Status: completed
17. 3 votes

    Recent "Upgrade" Bad Idea

    Please rethink the lead/contact changes from the April 22nd "enhancement".
    Why would you think it is a good idea to put EVERYONE in the Leads List? Pipeline Deals...not everyone actually IS a lead. Seriously, think about it: Are my co-workers leads? How about the lady in the billi... more

    Please rethink the lead/contact changes from the April 22nd "enhancement".
    Why would you think it is a good idea to put EVERYONE in the Leads List? Pipeline Deals...not everyone actually IS a lead. Seriously, think about it: Are my co-workers leads? How about the lady in the billing department of a client of mine? These people are CONTACTS not leads. Let me decide if someone is a lead or not. But for goodness sake, all of these people are contacts.
    Yesterday I imported 40 or so names with contact information and they all imported into leads and not a single one is in my contacts section.
    Please fix this.

    by anonymous | 0 comments

    Status: completed

    Hi,

    Please watch the video on our blog regarding the changes. You can decide if someone is a lead or contact and where they go. We don't put everyone in the leads list. Leads and contacts are distinct entities.

    If you want to import someone as a lead, just do that from the leads tab. If you want to import someone as a contact, just import from the contacts tab.

    Leads are for unqualified business relationships. Contacts are for existing relationships. You can easily move people from lead to contact, or contact to lead.

    Thanks,
    The PipelineDeals Team

    PipelineDeals Admin
18. 2 votes

    Allow back dating of the actual close date

    It would be great to be able to allow the user to enter the actual close date, rather than have the system auto-enter it as the date the deal was "won".

    by Adam Ware | 1 comment

    Status: completed

    Hey Adam,

    This is possible using the Modify Date feature which is available to administrators.

    Thanks,
    The PipelineDeals Team

    PipelineDeals Admin
19. 1 votes

    Have the Notes Report include the company name

    Have the Notes Report include the company name, not just the lead name

    by anonymous | 0 comments

    Status: completed

    The Notes Report already includes the company name. It is displayed if you enter the company for a contact or lead.

    PipelineDeals Admin
20. 14 votes

    Create a user community forum

    I think that this support tool is a step backwards, support via a community forum was far more helpful and creates a valuable knowledge base.

    by anonymous | 2 comments

    Status: completed