Any chance you can add the option to see both the company name and contact name on the "Deals" page? When you have hundreds sometimes is the company name, sometimes is the contact which makes it then difficult when talking through it with a team!
Hi @Sales Rep ! From your description I believe you're referring to the Deal tiles seen in the Pipeline view. These are designed to show only basic data about the deals for a quick glance. The name of the Person linked to the deal will only show up in the tile if there's not an Organization linked to the Deal too. The name of the Organization always "overrides" the name of the Person there. That being said, we've forwarded your suggestion internally to the respective team.
Hi Yes, that is the one. No need for all the blurb and info, but I think the tiles showing, Company Name, Deal Title, Contact and Value is the very basic summary. Thanks Ines.
Sales Rep said:Hi Yes, that is the one. No need for all the blurb and info, but I think the tiles showing, Company Name, Deal Title, Contact and Value is the very basic summary. Thanks Ines.
No problem, happy to help! So in your use case, am I correct to assume that Person name would be more relevant that Organization name in the deal tile?
Hi Ines, no, person and organisation both. Sometimes it's the company which reminds us, sometimes it's the person. They are therefore both important equally in the same measures. I also imagine there would not a be a reason why it would not be useful for most people, or at least it won't hinder them to have one extra line with the name of a person so that when you are looking at the tile page it is easy to jog the memory.
Got it, thank you!
Maybe I can help you because I had the same problem. I created for myself a workflow.
everytime a deal is updated, rename the titel in [Project Number] + [Organization Name] + [Contact Name]
So my Pipeline looks like
Product 457 - Apple - Tim Cook
Project 123 - Microsoft - Bill Gates