@POD11 Shelby Parker

Huge assistance with putting Sales Manager and Finance Manager into every single deal. This will help us properly follow up with the right manager if something comes up and possibly track performance for all managers.

Thanks for flagging this, Beto Palma — totally hear you on how much time it can waste when you have to track down who handled finance on a deal. Quick clarifiers so we can make sure we’re aiming at the right solution: which deal screen/list is that in your screenshot (the one showing Sales 1, Sales 2, BDC, etc.), and are you looking to add a “Finance Manager” role there on every deal? Also, is the main goal to quickly see who did finance on a closed deal, assign a finance manager while the deal is in progress, or run reporting across deals? And lastly, would it always be a single finance manager per deal, or do you ever need to track multiple?