Revamp people overview in deals

Philipp Lauterbach
Philipp Lauterbach Member Posts: 5
First Comment

Team and I had noticed over the last few weeks that it is not very handy how the person associated with a deal is displayed, and that there is only one person displayed there.

Not only in ongoing deals is there a need to see who is involved when a deal moves up the chain or along the pipeline to someone else but we already see the activities and email exchanges being done with people that are part of the deal/orga but we dont see their details or what kind of contact info we have on them in the deal page.

We are aware that there is the "participants" section but that takes you away from the deal page and to people page potentially leaving important notes/information that you need back in the deal page.

Solution: Smaller overview with multiple people on the deal page like below:

1 votes

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