View deal owner in pipeline view without adding filter

Alex Lyon
Alex Lyon Posts: 2
Name Dropper First Comment
in Ideas and Product Feedback #1

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!

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  • Edie Mew
    Edie Mew Posts: 152
    100 Comments First Answer 5 Up Votes 5 Likes
    #2

    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!

  • Alex Lyon
    Alex Lyon Posts: 2
    Name Dropper First Comment
    #3

    Hi @Edie Mew

    I can see all deals in the pipeline with any owner, I would like to see at a glance who owns which deal without adding the owner filter.

    Thanks!

  • Edie Mew
    Edie Mew Posts: 152
    100 Comments First Answer 5 Up Votes 5 Likes
    #4

    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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