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Opportunities & Pipelines

Show conversations on the opportunity card
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.
30
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Enhancement
·
under review
Allow opportunity name to be customized, and to remain the same if shared to another pipeline.
Right now, Opportunity Names don't need to necessarily be a contact name or business. But when shared to another pipeline via automations, they lose the original title/name and appear as contact name. EG: one of my clients has project management pipelines, and so far we were able to share opportunities, but the names keep changing. There's no way to fix this, even by having an opportunity field have the exact same name and logging that code into the workflow opportunity changes.
2
·
Enhancement
·
under review
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