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!
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3 votes
create a platform to access the contacts, make changes etc OFFLINE, then sync when online again.
create a platform to access the contacts, make changes etc OFFLINE, then sync when online again. I do most of my sales calls from the truck and it is not always practical to only have access to my leads while in front of the coffee shop piggy-backing off their router for access.
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2 votes
Allow stored files (i.e. Word, Excel, PPT, .pdf, etc) to move "up" and "down" for organization/prior
Simple function that allows for the files to be reorganized once input into PLD. Also, file renaming once the file is in PLD
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6 votes
set up automatic spell check
all text boxes should have automatic spell check like you can set up with MS Word.
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3 votes
change the calendar to a custom enter text box
Instead of clicking the date on the calendar, you should be able to enter in the date in a mm/dd/yy format. This is much faster.
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3 votes
Moroccan dirham (DH) currency
I would like to use this but having to use USD whilst clients pay in DH isn't very neat.
Please consider doing this quickly
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6 votes
Assign To Do's in Leads
I'd like to be able to assign a To-Do in leads and not just deals
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3 votes
Create standard LEAD custom fields in ADMIN and allow info to transition to DEALS upon conversion
Current functionality allows users to create custom fields per lead, but there are no "standard" fields that can be chosen (such as in deals custom fields).
Taking a step further, the info captured in the leads custom fields is LOST UPON CONVERSION to a deal... which is crazy consideri... more
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6 votes
Share deals with team
We should have the ability to share deals with a team or have the team listed as the owner of the deal. Individual sharing is great but when your team has 12 people, you are very likely to leave someone out when setting up a share.
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1 votes
Enter a salutation field
We need a place for: Mr., Mrs., Dr., etc.
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3 votes
Multiple Sales Paths
We are using PipelineDeals to manage our Sales process - but we also include press contacts and vendors. As it turns out, the "sales" process for each is different. Would it be possible to create a method for handling these alternate processes?
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1 votes
Connect responses to campaign within Campaign Monitor (people who clicked links)
We use Campaign Monitor to deliver email campaigns (don't add this to CRM - do what you do well, let others tackle email marketing). After a campaign, I have to manually add responders to PipelineDeals for follow-up.... How hot would it be to have that done automatically with a follow-up to-do?
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14 votes
Calendar Checkmarks instead of Crossed Off
The calendar view for a sales manager isn't very useful. Since the events are actually crossed off, it is difficult to see what the event was. It would be better to have a very small checkmark next to the completed event instead of crossing it off and making it impossible to read.
It would also... more
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3 votes
Allow bulk import of deal tags
I want to use tags to represent the regions of the UK only there are about 220 of them.
Can there be some way of bulk importing tags into deals or contacts
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14 votes
Customize commission percentage
Not all my deals have the same commission percentage. I couldn't find a way to change the commission percentage from deal to deal. If I share the deal with someone else, it's going to be lower. It'd be great if I could just set the percentage at the time of the deal and then I don't have to reme... more
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1 votes
Calendar conflicts not shown
I wish the calendar would flash up a warning that the event/call/etc. I'm scheduling conflicts with an existing calendared activity, like it does on ACT
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14 votes
Contacts from existent companies inherit work address
Let contacts from the same company inherit the company address
From time to time I add new contacts from companies already existent in my client base. It would be very convenient if I could assign their work adress with just one mouse click instead of typing it all over again.
Thx, J
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6 votes
Allow admin to delete all users deals for housecleaning.
Perhaps I'm overlooking something, but I dont seem to be able to clean up my salesfolks deals, as our admin?
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9 votes
move the feedback tab. it is always in the way when looking at clients names.
When I am in contacts the feed back tab is so annoying that I want to rip it off the screen. can't you put it somewhere else. I am trying to scroll and pick a letter tab for my contacts and it is right in the way. it is almost enough to keep me from using pipeline!
