Add an "Opportunities" Tab with detailed Cards in the right pane of the Contact window (vs hidden in Actions on the left)
D
Denise Cruz
Please add an "Opportunities" tab on the right pane along with Activities, Tasks, Appointments, etc. We should be able to see the Opportunity Cards with the with detail like we see in the Pipeline. I would be great to be able to click the Opportunity and make quick edits with leaving the contact page.
In my case, clients may have multiple Opportunities for different projects. The current view on the left under Actions provides zero visibility into which Opportunity I should click on (it only hows the stage and pipeline) and I'd have to scroll through all conversations in the Central Pane to find the right opportunity in the middle of all email communications.
One would think Opportunities would appear under the Associations tab... but it's hidden in the Action section of the left pane.
So from the Contact window, you have to scroll down the left pane, then click "Opportunities" to open the tab.
Please make this happen!
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