Add Activity Timeline With Cross-Pipeline Visibility for Better Deal Tracking
Hi everyone,
I'm using PipelineSuite to manage multiple pipelines in parallel, and I've noticed that tracking activity history across pipelines is quite fragmented.
Currently, when a contact or deal moves through multiple pipelines, I have to open each pipeline separately to see:
interaction history
team notes
previously completed steps
This slows down the process of understanding the context, especially when handing over leads between departments.
Suggestion:
A centralized Activity Timeline that allows:
Viewing the entire contact/deal history across all pipelines
Filtering by activity type (note, status change, task)
Clearly displaying the pipeline and stage at the time the activity occurred
In my opinion, this feature would help:
Make the team work more seamlessly
Reduce missed information
Make faster decisions when handling open deals
Have others encountered similar situations?
I'd love to hear more perspectives on how people are handling this issue in PipelineSuite.
Posted by: PolyTrack 1 day ago.