Our team have ongoing issues associating meetings to the correct deal when multiple deals share the same name.
Current behaviour:
- When logging or editing a meeting and using “Associate deal,” the search results only show the deal name.
- We can’t see deal stage (open/closed), amount, dates, or anything that will help us identify the deal.
- We also can’t sort the list of deals in any order (e.g. by most recently created, open deals first, highest amount, etc.).
Because of this, when there are several deals with identical or very similar names, it’s almost impossible to reliably pick the correct one. Renaming deals is not an option for us for internal/operational reasons.
Impact:
- Meetings are frequently associated with the wrong deal.
- Sales reporting and pipeline visibility are affected.
- Users lose time double‑checking and fixing associations.
Requested improvements:
-
Show more context in the association picker, such as:
- Deal stage (open/closed)
- Amount
- Date properties
- Any other property that can help identify a deal
-
Allow sorting and/or prioritisation, for example:
- Open deals first
- Most recently created/updated first
- Highest amount first
-
(Nice to have) Allow admin configuration of which deal properties show in the picker and default sort order.
This change would make it much easier and safer to associate meetings (and other activities) to the correct deal, especially in environments where deal names are standardised and reused.