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.
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A
Alex Mroué
Spot on, my clients feel the same thing about this. much needed!
J
Jared Alvarez
This!! Urgently, plz
E
Evelyn Millett
Absolutely need to have conversations within the opportunity card.
P
Pierre Megie
Yes this!! Pls
G
Gene Swarey
Like this idea! It would be a big help if it were added.
F
Felipe Martins Rodrigues
COPY HUBSPOT AT THE BUSINESS VISUALIZATION LEVEL.
THAT WOULD HELP A LOT
F
Felipe Martins Rodrigues
I completely agree!
B
Becca Ellison
Agreed, having to open multiple tabs is very inefficient. This would be a huge value add if possible to open up the conversations right there
A
Ashlyn Seay
Yes, yes, yes! Add in a little push notification on each opportunity card that has an unread message, and this would be gold!
W
William Webb
This is so needed: include in this feature:
-automations to allocate multiple followers per opportunity
-button on op card to view linked conversation & be able to filter sender, sort
-ability to switch to opportunity convo list in conversations
- reply to a convo thread in the opp card
-automation notifications to contacts in the thread as a trigger
-when creating an opportunity Automations to select the opp is a linked/unl
- ability in thread to tag a person in the thread
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