When viewing a contact, the Opportunities section currently displays opportunities as Stage Name (Pipeline Name). If a contact has multiple opportunities in the same stage, they all appear identical, making it difficult to quickly identify which deal is which without opening each opportunity.
For businesses where a single contact can have multiple deals simultaneously (e.g., Mortgage, Life Cover, Pension, Income Protection), several opportunities can be at the same stage. Because only the stage is displayed, users cannot easily differentiate between them.
It would greatly improve usability if the Opportunity Name were displayed instead of, or alongside, the stage name in the contact record.
Example of improved display:
Mortgage – AIB (Confirmed Commitment)
Life Cover – Zurich (Confirmed Commitment)
Income Protection – Aviva (Confirmed Commitment)
This would allow users to quickly identify and access the correct opportunity directly from the contact view.
Any additional details
This is particularly important for industries such as financial services, brokerage, and agencies, where multiple opportunities per contact are common.