Status: Idea Submitted
Hi,
thanks a lot for implementing the new feature that allows to associate multiple companies with a deal and use association labels!
It would be great if users could filter deals by such associations & labels.
For example: show all deals where companyXY is associated with the association-label-YZ
We could use this for example to track the progress of external sales companies that facilitate the development of deals.
Best, yannick
Agree, it would be really useful to filter deals by the association labels applied.
Yes, absolutely! I’d love to do it directly from the deal dashboard.
It doesn’t make sense to propose this new feature if we can’t identify the different association type in notification or WF…
I do understand thsi this new but this development should at least be scheduled, or the one deciding this development are misleaded.
Hi HS,
Just to add on, this feature will be useful in cases where different groups(labels) of companies/contacts need to be sorted to different teammates. It would help if there was a Workflow - If/Then filter that sorts companies/contacts by their association label and sets ownership to a teammate accordingly.
Yes, please add a filtering feature! We have two different types of contacts in our DB. One type typically is only associated with one deal. But the other type is typically associated with many deals. When we associate the second type with a deal, ALL his/her activity from ALL the other associated activity gets associated with every deal. Makes the Association label not really work for our use case.
Any updates here? This is soooooo much needed. Thanks
Anything on this?