Allow Deal Filtering by Followers

Josh Monifi
Josh Monifi Member Posts: 155 VERIFIED MEMBER
250 Up Votes Fourth Anniversary 25 Likes 10 Comments
edited July 2022 in Ideas and Product Feedback #1

It would be great if you could filter Deals in List view to include Deals that you Follow. In addition to viewing Deals that you own, some of our users need to also use List view to see Deals that they follow, even though they may not be the primary owner of the Deal. 

4
Up
4 votes

· Last Updated -

Comments

  • Manuel Oliveira
    Manuel Oliveira Admin Posts: 1,443 COMMUNITY MANAGER
    1000 Comments Fourth Anniversary 250 Likes 25 Answers
    edited July 2021 #2

    Hi @Josh Monifi , thank you for your feedback! While it is not planned for the very near future, our team have already noted this feedback from another user as well. You can find the post here:
    https://community.pipedrive.com/post/what-if-admin-users-want-to-see-deals-that-they-own-or-follow-5f3f22923185d14c3a8d206e
     

  • Haus
    Haus Member Posts: 1 VERIFIED MEMBER
    First Comment
    #3

    I am very frustrated as to how certain features are added into the platform but not thought out well in its execution. Currently, if I automate an owner change, I cannot also auto remove followers, so I end up with users looking at the same deal/lead/etc. which causes issues. But on the flip side, I am unable to use this feature to segment/filter. Can your organization sit down with clients and request input in a round-table session of sorts to get the what and whys of these requirements?


    Thanks in advance,

  • Zac
    Zac Member Posts: 1 VERIFIED MEMBER
    First Comment
    #4

    I would like to see this feature too

Categories