Possible to add a contact card tiggered by thier deal's pipeline
lösungHello everyone,
I am looking to add a contact card (the little view on the left hand side when you view a contact), which would only be displayed if the contact's associated deal is in a certain pipeline.
Use case is I am building a pipeline for cold outreach. It would be ideal for contact objects associated with deals in this pipeline to display a card weith relevant contact info for cold outreach. However, I don't want this card to be displayed across pipelines, as it would not be relevant.
See image
1 Akzeptierte Lösung
Possible to add a contact card tiggered by thier deal's pipeline
lösungHi @HRichthe2nd,
No, this is currently not possible. The default association cards in the right sidebar will display all associated records.
Best regards!
| Karsten Köhler |
 | Did my post help answer your query? Help the community by marking it as a solution. |
Possible to add a contact card tiggered by thier deal's pipeline
lösungHi @HRichthe2nd,
No, this is currently not possible. The default association cards in the right sidebar will display all associated records.
Best regards!
| Karsten Köhler |
| Did my post help answer your query? Help the community by marking it as a solution. |
