Replies: 1 comment
|
This is a major limitation in hubspot, (not sure about other CRMs), it would be amazing for TwentyCRM to solve this, huge value to those coming from other systems that lack this capability. |
0 replies
Sign up for free
to join this conversation on GitHub.
Already have an account?
Sign in to comment
Uh oh!
There was an error while loading. Please reload this page.
Suggestion
Roll up the timelines from people to companies, and the timelines from companies to opportunities, so that GTM team can see all activity related to an opportunity at a glance.
Problem
We spend most of our time in the opportunities view. When trying to catch up with an opportunity's status, we go to Timeline, but it's missing any activity from the associated company and the company's associated people. We need to see everything happening to parties related to that opportunity at a glance, without needing to click through to companies and people.
Context
Rolling up activity through people to companies to opportunities is how HubSpot and Attio handle their timeline/activity views.
All reactions