View deal owner in pipeline view without adding filter
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We would like to see whom the deal owner is in the pipeline view without changing the owner filter. We can then see at a glance who is working on each deal. We have a temp workaround by uploading a colour to our profile photos which then is displayed on the pipeline cards. A better solution would be appreciated!
Comments
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Hi @Alex Lyon
Just checking I've understood correctly, you;d like to see all Deals in the Pipeline with any Owner?
You can choose Everyone under the filtering options
Hope this helps!
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Got ya @Alex Lyon
I can see what you mean and I understand if you have a large sales team the icons with Profile pictures can be tough to see. I'll be honest your workaround of using the profile picture icons as a colour per sales rep - is a good one. If you haven't already, you could consider using Deal Labels which provide colour and a name on the Deal card.
Cheers! 😁
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