"Watching" deal Option for Managers & Blind Tag option
C
Cory Wilhelm
A find it a bit difficult to find deals I'm trying to watch in our CRM. Of course I can add myself to the deal, but I'd like to watch more than one at a time and be able to see all the deals I'm watching. Could an option be added for managers to "Watch" a deal & the watch list live somewhere in drive? Also a blind tag that nobody can see besides upper management/owners?
Shelby Parker
Thanks for posting this, Cory Wilhelm — really appreciate the detailed context. Totally hear you on how hard it is to keep track of deals you want to monitor without having to add yourself to each one. I’m sharing this with the team for review (both the “Watch” option + a centralized watch list, and the blind tag visibility request), and we’ll follow up if we need any additional details from your side.