Name of Feature/Request: Add Customer name to Opportunity Hub title
What financial, time savings, or quality of life improvements will occur from this: Frequency: Many times per day | I am in a sales role, and I speak with many customers on a daily basis. I generally manage ~30-50 opportunities that are assigned to me.
I am also a consultant that produces proposals for each opportunity, and as a part of my job I need to keep all materials related to an opportunity organized. In order to do this, I use the opportunity hub. I often have multiple opportunities open at a time, depending on who I am speaking with or helping.
When working in the Opportunity Hub, there is no reference to the Customer/Prospect or Link to their Customer Record. This means that if I did not leave the main Opp tab open, I must remember the customers name and look them up in Striven.
Having specific customer information in the hub would save me time every single day.
Attempted Solutions So Far: None available. Hopefully I kept the referring tab open.
Digging deep - Any additional Why behind this request / How was this accomplished before Striven in what system or software: Previously accomplished: Manually, with my brain.
StrivenID: 5320697