Can we have the "Opportunity Name" (intead of the Stage) listed in the opportunities section of a contact page?
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Damian Surr
In the contact view, the Opportunity name/label is the name of the stage that the opportunity is at.
Can we have the option to change this?
It would be much more useful to me to see the "Opportunity Name" in the opportunities area of the contact page.
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Pallavi Kothari
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P
Pallavi Kothari
The new contact detail page solves this
Now you can see the name of the Opportunity along with the status and so much more.
Enable the same via Labs and do check it out
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Mark Freedle
For sure, this is a significant limitation. I have contacts with 10-20+ opportunities, and having to open each or scroll through all past conversation history to find what my team needs is very inefficient. I am unsure whether anyone outside of us who has issues read these, but this is to the point that I need to re-evaluate CRM platforms.
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CheeYuen Chan
This will make so much sense! Being able to see the stage is not as important as knowing which opportunity we are exactly looking at. Now we will need to further click into the opportunity to identify it - not efficient!
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Patrick Allmond
Heck to the yes. The stage is of zero value/use when listed on a contact. Especially when you have multiple opps for a contact.