Following deals board

Dalia Juodzevičienė
Dalia Juodzevičienė Member Posts: 4 VERIFIED MEMBER
edited July 2022 in Sales CRM #1

Hi, 

from time to time there appears a need in our company to have a filter of the following deals on the Pipeline as it would help to following interesting deals more efficiently and react quicker. Do you have such a functionality in your backlog?

Thanks!

Dalia

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  • Inês Batata
    Inês Batata Posts: 2,011 VERIFIED MEMBER
    2500 Comments Third Anniversary 25 Likes First Answer
    edited April 2021 #2

    Hi @Dalia Juodzevičienė , thank you for writing!

    I'm not sure I understand your question, can you please be more specific? Maybe give us a concrete example of what you're trying to do? Thank you.

  • Neil-icon
    Neil-icon Member Posts: 1 VERIFIED MEMBER
    First Comment
    #3

    Hi Inés,

    Currently you can filter deals by Everyone, your deals, or by name. It's possible to create custom filters, but there is no filter option for "Following".

    I naturally want to see deals that I own and certain other ones owned by other people where I am "Following" those deals.

    I can't currently do that, but it would be extremely useful and natural to do that.

    Thank you.

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