Dashboard Improvements - Filter contracts by persons' deals

Sounds simple but actually a fairly complex set of requirements, because:

1. Document user doesn’t work for contracts signed before the customer started using fynk (unless we add some way to mass-add document users - which maybe we do need)
2. Team doesn’t work because you
3. Party works for customers where the sales team has a smaller number of named accounts, but not for more transactional or land-only sales motions

Best bet might be somehow leveraging deeper CRM integrations to find the owner of a deal

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Upvoters
Status

On our radar

Board

Feature ideas

Date

10 months ago

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