Conversations and Additional information in opportunities open tab!!!! PLEASE
upcoming
B
Brittan
WATCH MY VIDEO! It would be so awesome if the contacts conversations and additional information were all shown in the opportunities open tab so that you can text/ email and look at everything and not leave the opportunities section! It would make the experience so much smoother for our clients... LET's make this happen!!!!
HIGHLVL-I-532
Log In
C
Chris Mcnamara
or the other way around and have opportunity information accessible from the right hand side bar of the Contacts section. at the moment we have Activity, Tasks, Notes, Appointments, Payments, etc, all quickly accessible in this side bar - why not have a tab for opportunities too? it would save a lot clicks and load time by sales staff
Core Platform
upcoming
J
Joe Solano
Or if there were additional data elements on the contact section of the conversations section so that you could see more details like notes and activity