Show deal participants in pipeline

brightonhouse Member Posts: 1


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?



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  • Administrator_14693
    Administrator_14693 Member Posts: 26
    Name Dropper 5 Likes First Anniversary 5 Up Votes

    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.