I’d like to have the engagement options available in the sidebar of a deal (note, email, call, log, task, meet) carried over to the pipeline view, when opening that same deal from there. That would be much more convenient because you don’t have to leave the overview-mode, otherwise you get many tabs opened and need to go back and forth, not so easy to get an oversight. Also, when checking the pipeline it helps a lot to see without leaving the view whether a task is already assigned to a deal and who is in charge etc.
Yes, it is a good idea because that is how we have it in another sales CRM, Freshsales, and it allows us to see with colors which businesses have a task, if it is expired, pending …
I’m sad that this request is three years old and hasn’t been created yet. I have the same need! Hoping this comment will bump up the request. It makes so much sense.