Archive
When viewing People list views, you have the option to add the 'Has Deals' column. However, if a Deal is archived, it will not be shown as associated with the person unless you perform a global search for the Deal name.
It would be highly beneficial to have some indication on the Person record or list view to signify that a Deal is archived. Currently, there is no such indication available via the person profile.
Implementing this feature would greatly enhance the visibility and ease of navigating archived Deals within the context of a Person. Thank you for considering this suggestion.
3
votes
AdminMelissa Hancock
(Admin, Pipeline)
shared this idea