Adding Communication Records to Deals
In Progress
February 17, 2025
I manage our Business Development pipeline through your Deals feature. It is a great tool to visualize our potential business and the stages, however it is not easy to figure out what our last touchpoint with the client and the contacts was. In Companies and Contacts, you have a feature that allows one to quickly review the last email exchanges and quickly get updated on that.
It would really add value to our Deal pipeline and reduce the amount of navigation we have to do, if I could just click on a deal and quickly review the status of our communications there, instead of having to navigate away from the pipeline.