Add deal participants | Show or search for organization

When searching for deal participants I would like to see the people that are in that organziation. Or at least type the name of the organization and then see the list of people that are in it.

Reason being, I often don't know every name by heart but I can select them from a shortlist (i.e. the contacts within the same organization)

2 votes

Submitted · Last Updated


  • mivhr78
    mivhr78 Member Posts: 1
    First Comment Photogenic

    It sounds like you're looking for a way to easily access and view a list of people within a specific organization while searching for deal participants. This feature could indeed streamline your workflow and help you connect with the right contacts more efficiently. Being able to type the organization's name and quickly see a list of associated people would certainly enhance your user experience. Additionally, having a shortlist of contacts within the same organization could save you time and help you manage your interactions effectively.