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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196 votes
Create contact sync tool with Google or Outlook
Create a tool that allows you to sync contacts with Google or Outlook. I have to export and import records every month.
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127 votes
Create iPhone native application for use offline
I would like to see a native iPhone application that does not require browser use. Could help remove need for using multiple systems for contacts.
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93 votes
Integrate with Project Management Tool
I want to integrate PipelineDeals with project management tools such Basecamp or LiquidPlanner. For example, you would be able to close a deal in PipelineDeals and automatically create a project in the Project Management Tool.
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80 votes
Create Blackberry native application
Create Blackberry native application, similar to what you've created for the iPhone.
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70 votes
Integrate with Freshbooks
I want to PipelineDeals to integrate with online invoicing application Freshbooks. For example, you could close a deal for $5000 and automatically create an invoice and send data to Freshbooks.
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67 votes
Autocreate To-dos
Automatically create new to-dos based on a specific to-do type. For example, you would be able to auto-create a follow-up phone call in 30 days, after you complete a phone call to-do.
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61 votes
Be able to assign custom fields to multiple leads/contacts
I had no idea that this wasn't possible. I went to get it to work and realized it's not possible. This really needs to be possible. We have a set of questions that I like to ask our leads and have answers available in their contact information.
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51 votes
Customize Charts & Graphs
Allow me to customize the sales charts and graphs by time period and for me or my team.
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48 votes
Create Sales Targets (Quarterly, Monthly)
Allow the creation of monthly/quarterly/yearly sales and lead targets which can be reported on.
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47 votes
Allow us the ability to enter commission dollar amounts
Instead of having to use formulas based on closed deals to get commission amounts. I would like to be able to enter them manually for my team on a month by month basis. It would also be great to have a gross profit/margin to quota tracking graph.
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39 votes
Mail Merge
The ability to send mass email to all contacts..user could attach new products, news releases etc....and the merge would be captured under each contact's history.
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38 votes
Allow multiple tags to be selected when searching
When using Rover search, or searching within Contacts or Leads, the system is seemingly not able to select multiple tags.
For example, If I have someone tagged as Ad Agency and Local, I don't have the ability to type both tags (separated by a comma) and find JUST them (or others like them tagg... more
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36 votes
Let me add multiple websites
People now have multiple websites related to them. One for their blog, one for the company, one for their twitter account.
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34 votes
Enable all tasks to be assignable vs. owned by creator planned
When you create a todo from home screen allow it to be assignable to any user on the system vs. owned just by the creator. Similar to todo assigned to deals.
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30 votes
Ability to push a deal back to leads if prospect says no
Currently we can convert leads to deals, but if a deal falls through it would be nice to be able to convert that back to a lead. Thats way its still in the database, but its not showing up in deal reports or forecasting.
You can use the deal archiving feature to do something similar. Deal archiving allows you to remove the deal from your active sales pipeline and won't show in reports. Just select Archive from the Deal Actions menu. You can find your Archived Deals using the Archived Deals link near the Deals Directory.
- PipelineDeals -
28 votes
Add More Calendar Views
I would like additional calendar views for day and week.
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25 votes
Allow for recurring appointments
as in outlook and other calneder functions...allow to schedule a recurring appointment ...1st monday of month, every tuesday, on the 15th of each month, etc
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20 votes
Streamline the calendar function to scheduled events
It is a little cumbersome working within the calendar as everything shows up on the date due, not just appointments, and time frames of less that a month can’t be viewed. Am I missing something?
If I’m correct, I do suggest a simple calendar including scheduled events that is viewable/printable... more
