Show conversations on the opportunity card
under review
Y
Yusuf Young
When we go through opportunities with our sales team, we usually look at the pipeline and open each opportunity we need to discuss. However, discussions suffer because we can't see which conversations have happened directly on the opportunity card. Instead, we have to load the contact to look at the conversations, then we have to go back to the pipeline to continue with the next opportunity.
It is very cumbersome. It would be much easier if we could see the conversations directly in the opportunity so we don't have to load the contact and go back every time.
Log In
P
Pallavi Kothari
Hi Everyone,
As we start working on this epic - we would love to connect with you to understand exact flows where you might be facing difficulties in achieving the best experience on opportunities.
If you would be interested in sharing your feedback - please connect with us on https://speakwith.us/pallavi
A
Alex Pitcher
Pallavi Kothari - We run training courses for businesses and we have different people we deal with to conduct this: Person who books the course, person who provides details and admin for delegates, person who receives and pays invoices. It would be good to see all comms from all contacts in one place WITHIN the opportunity itself, rather than pressing the bubble button - but if the bubble button took us to a "merged" conversation view, that would also work.
P
Paige Battcher
We need to see the PAST APPOINTMENTS at the opportunity level as well. Takes another 4+ clicks to get to that information
S
Sebastian Player
When is the estimated release date for this?
P
Pallavi Kothari
Merged in a post:
To be able to see the chat log in the opportunities window
B
Beckett Colee
this way , you won't have to open a new tab , and go in and do 2 things at once
You can hammer down calls in one pipeline, drag and drop , and call from one spot
Photo Viewer
View photos in a modal
B
Bogdan Khromenkov
+++
R
Rodolfo Ayala
Yes, this is important. An option could be added on the right side where the entire conversation can be viewed — something similar to how contacts are edited now. That way, you can just drag and see the whole conversation. And if you switch to a different opportunity, the conversation updates accordingly.
B
Brett Emery
With multiple contacts on an opportunity having to go into each contact to find the relevant communications is a time consuming process. So being able to see all conversations from all contacts linked to an opportunity would make life a lot easier.
I
Iver Aune
F
Filip Rasinski
We need this ASAP!
C
Chris J Brown
agreed, this is needed!
Load More
→