Coming Soon – Activities!

Notes are a fantastic way to keep track of all of the work you accomplish throughout the day, such as phone calls, emails and appointments. They are a fundamental feature of PipelineDeals, which is why we’re excited to announce Activities, which is an improved version of Notes!

What’s Changing

For the most part, Note functionality will remain the same, with a few key improvements.

Notify Other Users When You Add an Activity

You can now choose to notify other users on your account when an Activity has been added to a Person, Deal or Company. Other users will then receive an email including an alert that an Activity was created, as well as the content of the Activity itself. Users will also have the option of clicking a link in the email alert to view the Activity in PipelineDeals. Any user on your account may unsubscribe from an Activity if they don’t wish to receive progress updates by email.

 Keep others up-to-date on your activity for better team collaboration. 

Introducing Comments

You can now also comment on existing Activities. Let’s say that you and a colleague are working on a Deal together. She posts a phone call with a client as an Activity and the notes that it went well. Before the implementations of our Activities feature, it would have been necessary to use the Conversations feature in order to send your colleague an email notification regarding your questions about the call. Now, you can simply leave a comment on the Activity created for the call. To leave a comment on an Activity,  just click Comment. Type your comment in, then click Add Comment below.  Anyone notified about the initial creation of the Activity will be notified.

If you see an Activity and Comment thread and want to receive notifications when somebody adds to it, simply Comment on the Activity.  You will then receive email notifications when additional comments are made.

 Comment on activity threads to add your input. 

Replacing Conversations

You can currently use Conversations to communicate internally about the Deals you’re working on with your colleagues. The Comments feature in each of your Activities streamlines internal communications by allowing your to access your team’s thoughts on each Deal directly. Conversations you had before this upgrade will be added to the Activities section and will be directly accessible by opening the applicable deal. The first Conversation will be added as an Activity, and any subsequent Conversation will be added as a Comment for that Activity.

We believe that these new features will help you and your sales team get even more out of PipelineDeals. As always, please let us know how the upgrade works for you and your team.

Expect more from us around improving how you track and report on you and your sales team’s activities in the near future!

Comments

  1. Seems all the improvements lately have been in terms of collaboration. Understandable, since you have enterprise and team users. Don't forget though, that many of your users are individuals. While I'm happy for Pipeline Deals' making improvements, as a sole user there's not much there for me.

  2. Brian – Thanks for the feedback. We have some additional features we're working on that both single users and teams will be able to use. We'll share the details with you as soon as they become available.

    Best,
    Kris
    @kris92086

  3. Great addition, for both individual users and "teams" or group use, IMO! Activities and comments rather than general notes gives me a better picture of what I myself as well as my team are doing on a daily/weekly basis. Glad to see it!

  4. What about for people like me…as a marketing guy outside the company? I keep tabs on sales, leads etc from multiple Pipeline users. Would be nice to add a feature where someone outside the account can access the notes and/or be notified. Basecamp (37 signals) offers this feature…which looks similar to how you are designing it. I would love to have limited access to pipeline just for things like that: follow up, ask questions, see what is going on etc.

  5. Hi Chip – Thanks for the feedback. This feature will definitely help you understand what your team is doing on a regular basis.

    Hi David – I can see how that would be a useful feature to have. I've shared your thoughts with my team so it can be considered for a future release.

    Hi Andrea – We plan to release this feature by February 22, 2013.

    Thanks,
    Kris
    @kris92086

  6. To me, the loss of the ability to search through notes (say, to find every time I've written the word "golf" in a note field) was a major downgrade in the usefulness of the system. I hope that feature will come back with this release.
    -Chad

  7. Hi Guys

    I am a happy user and plan to add more accounts pretty soon.
    Do you have any forum where we can submit feature requests? In particular, for now I am interested to know if a "tag" can be assigned to a contact when we include them in cc@pipelinedeals.com

    Since every one has a different set of tags, it will be great if we could send emails to address like cc+tagname@pipelinedeals.com and system coould assign that tag to the contact. This will surely simplify a step in new contact management.

    You folks are doing great job nevertheless!

  8. Hi Chad,

    We plan to support this feature again in the future. We'll update you as soon as it becomes available.

    Sincerely,
    Kris
    @kris92086

  9. Excellent development. I've been sending emails to do this – glad to see this as it will mean the emails are a central conversation around a client, deal or person!

  10. Overall, the road map and the distance PD has covered in the past year is quite impressive. PD in 2013 is a much better and useful product for sales teams than it was in 2011. Great work keep it up. I am happy to see we can deselect notifications to people on the discussion thread in terms of email alerts, for those of us over 50, notification overload on our cell phones is thus not going to be an issue; while retaining the ability to do such when there is a hot deal and multiple people are in the field touching the same prospect but offering different solutions. This way they are awar of where the prospect is at and the messaging is more unified. We work with CPAs and attorneys and this feature will be very useful in knowing where a prospect/client is when there a multiple sales being made while you build up a team relationship where different team memebers who are offering completely unrelated solutions such as cost segregation and life insurance.

  11. Hi Howard,

    Thanks for the positive review. We look forward to sharing this update with you tomorrow!

    Best,
    Kris @ PipelineDeals

  12. Great new feature !!
    The only thing missing for our team is that you can select a standard set of users to be notified for all new activities of a deal.

    Problem is, we mainly connect emails through the inbox features – and here the possibility to notify users is not here.

    If you would make a general "follower" feature available for the deals (people who get actively updated for changes to a deal, incl. activities, via email) – that would be perfect !!

    Keep up the good work.
    Christian

  13. @Christian,

    Thanks for your thoughtful feedback. I can definitely see how creating an activity from the Inbox should support notifications. We're going to be rolling out some incremental refinements and I'll be following up on this suggestion.

    Sincerely,
    -Nic

  14. Is there any way to remove the picture silhouettes from each activity field…we don't see the need to see these on each activity….we don't add our pictures and if we did we don't see the need to see them repeated on every activity down the page…in some cases this could be quite numerous…

    Thanks

  15. Hi Joan,

    We don't have a feature that will allow you to toggle profile pictures on and off. I'll share your feedback with our Nic Cary, our Product Manager, to see if we support this feature enhancement in a future update.

    Best,
    Kris

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