Current Situation:
Right now, our sales tool allows us to filter different pipelines separately, but we don’t have a single view where all active quotes and opportunities across pipelines are visible at once.
Proposed Improvement:
A consolidated sales pipeline view that displays all active quotes and opportunities across different pipelines in one place. This would allow us to:
A Kanban-style board where each stage of the pipeline is a column.
Different pipelines can be color-coded to distinguish them.
The ability to toggle between an individual pipeline view and the unified view.
This feature would streamline our sales process and help the team stay more organized.
I have added a picture as kind of an idea how this would look like.
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New
Feature Request
[CMP]_Opportunities
About 1 year ago
Get notified by email when there are changes.
New
Feature Request
[CMP]_Opportunities
About 1 year ago
Get notified by email when there are changes.