Deal visibility in Pipeline view for deals I follow
Deals have a single owner, but sometimes others contribute to deals - these users are always followers of the deal.
Would be very useful for Deals where the current user is a Follower to appear in the Pipeline view (potential flagged as Followed vs Owner deal).
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I think this is an excellent idea , we could really use this feature.
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Hello, my team of 22 sales people and I would definitely benefit from this feature.
Even if i am not the owner of a deal, i might have great influence on the decision maker. If the deals i follow show in the pipeline, despite being owned by someone else, will encourage team collaboration and a higher closing ratio.
Thanks.
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Jean Zakka said:
Hello, my team of 22 sales people and I would definitely benefit from this feature.
Even if i am not the owner of a deal, i might have great influence on the decision maker. If the deals i follow show in the pipeline, despite being owned by someone else, will encourage team collaboration and a higher closing ratio.
Thanks.
Hi @Jean Zakka and others, I've reached out to our team working on filters and asked if they can explore this, hopefully there's space in their workload for it!
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This is super needed by our team! Please add this filter! It should be easy!
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@Mike van der Valk is there any update on the filter function which will allow listing deals followed by the user?
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It would be extremely helpful if there was filtering capability for listing deals with followers. This is a very important feature for our team since collaboration happens very often, but super needed by me, the admin.
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Hi @Przemek Kupczyk and everyone! Currently there are no direct plans for it but the team noted down your suggestion for when they'll work on updates again.
In the meantime, every user can see a list of deals they follow (and Admins can see other users' too) in User Overview.
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Totally agree - I don't know why this function would be missing…
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