Add Salespeople to the top of desking to show who is on the deal
gathering votes
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Jason Savino
Add Salespeople to the top of desking to show who is on the deal. This would make it easier as I'm going back and forth between the numerous desking tool profiles to know who is who. It's easier to tell based on what employee I know is working it than the actual customer name.
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A
Alex Weidenbenner
Merged in a post:
Ability to Search by Salesperson in Desking
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Timothy Watson
Currently, there is an ability to search by "USER," but this is just the individual that desked the deal. Adding the ability to search by Salesperson would be helpful, especially at a busy desk.
Shelby Parker
Thanks for flagging this, Timothy Watson — really helpful call-out. Totally hear you on how limiting it is that “USER” only reflects who desked the deal, especially when things are moving fast at a busy desk. I’m sharing this with the team for review, and if we need a bit more context on your workflow (e.g., how you’d expect Salesperson search to behave), I’ll follow up with a couple quick questions.
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Jacob Coleman
updated the status to
gathering votes
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Jacob Coleman
Hi Jason, thanks for the feature request! We'll continue to gather votes on this, and you'll receive any updates automatically.
Shelby Parker
Hiya Jason Savino, thanks for sharing with us! Following up on this:
- Can you clarify how you envision the salesperson's information being displayed on the desking tool?
- How many salespeople typically work on a single deal and would need to be displayed?
- Would you find it useful to have additional information about the salesperson displayed, such as their contact information or recent activity?
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Jason Savino
Shelby Parker
- First name only is fine
- Always just 1
- Nope definitely not. Less is more. Just the first name. Maybe last name initial. It's solely so that as I'm working 5 deals at the same time and a salesperson comes back to the desk to get numbers, instead of memorizing the customer name that salesperson is working on, I simply just need to see which salesperson is coming towards the desk and then pull up that customer based on the salespersons name being in the desking tool.