Pipeline-Level Action Flag
under review
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.
D
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
under review