Show deal participants in pipeline
Currently a deal pipeline only shows the main contact person and the participants (other important contacts at client) are only shown if i click through to the actual deal. The proplem with this is when i download the pipeline to excel, only the main contact is downloaded and if i want to send a group email to the pipeline, all the participants will not get it.
Is there a way to add the participants to the list view pipeline along with the pipeline download so i have a full list of all the contacts associated with deals?
Administrator_14693 Posts: 20
I have been asking this for 2yrs + as this is critical to our business and could simplify our efforts. Per the development team, they consistently state this is not a priority. I beg to differ, this could open up a slew of possibilities for systems and integration. I continue to requets this hoping for a solution.1