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Timeline roll-ups: People > Company > Opportunities
Source: twentyhq/twenty#20923 · opened by @nwoodfine
Suggestion
Roll up the timelines from people to companies, and the timelines from companies to opportunities, so that GTM team can see all activity related to an opportunity at a glance.
Problem
We spend most of our time in the opportunities view. When trying to catch up with an opportunity's status, we go to Timeline, but it's missing any activity from the associated company and the company's associated people. We need to see everything happening to parties related to that opportunity at a glance, without needing to click through to companies and people.
Context
Rolling up activity through people to companies to opportunities is how HubSpot and Attio handle their timeline/activity views.
Roll up the timelines from people to companies, and the timelines from companies to opportunities, so that GTM team can see all activity related to an opportunity at a glance.
Problem
We spend most of our time in the opportunities view. When trying to catch up with an opportunity's status, we go to Timeline, but it's missing any activity from the associated company and the company's associated people. We need to see everything happening to parties related to that opportunity at a glance, without needing to click through to companies and people.
Context
Rolling up activity through people to companies to opportunities is how HubSpot and Attio handle their timeline/activity views.
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