Pipeline-Level Action Flag | Voters

Pipeline-Level Action Flag

closed

David Shoffner

As a Pipeline Manager, I would like the ability to visually "Flag" a specific pipeline opportunity for discussion/action during pipeline reviews. This would focus discussion where action(s) is required and only discuss other opportunities by exception or changes.

February 29, 2024

Chase Needler

marked this post as

closed

tagging solves this

Lucas Mills

Hi David Shoffner can you advise as to how this differentiates from assign a pipeline or a task to a particular user? thank you.

David Shoffner

Lucas Mills we run a weekly BD pipeline review where frequently many opportunities have nothing significant to discuss/report. To more effectively use “visual management” techniques to focus our discussion, a visual “flag” placed at the pipeline view of the pursuit would keep us from jumping between full pursuit listings, tasking dashboard, and pipeline views. Does that help?

Lucas Mills

David Shoffner: Hi David - I may be misunderstanding, does the Tagging feature on a Pipeline and the Tagging feature within a Pursuit to solve for this?

Lucas Mills

marked this post as

under review