show deal name and person name when adding deals to activities
In the activity view, when having a specific activity open, or past activity open (call activity, let's say), you can add which deal it belongs to. But when you open the deal, if you call the deal name the same for everyone, because you know it's the same type of deal but associated with different people, all deals show up as the same, so we are forced to add person's name to every deal and the deal identifier.
It would be great if you were able to see the deal name and right below the person that that deal belongs to, so we can choose the right one.
You have that feature on one of the screens for sure, but not on the activity view screen, both on mobile and on desktop.
Inês Batata Admin Posts: 2,913edited April 2022 #2
Hi @Dmitri Ivanenko , thank you for your feedback and for illustrating your use case in such a clear way. We've made sure your suggestion reaches the team for consideration.
As a workaround, I suggest you create an automation that automatically adds the name of the Person and/or Organization to the deal title whenever you create a new deal. See here how you can make that happen.
That way it will be less confusing when you add a Deal to an Activity. 🙂0