It seems like the core column “Deals” native to the CRM module is set up wrong or I am not understanding how it is supposed to work.
So - the ownership of a Deal is linked to a Contact, and a contact is linked to an Organization.
So far so good - but - when trying to set this up in the native functionality, there is no way to get the Organization’s connected deals visible on the Organization card. Probably because it is a three layer board mirroring.
So - why is it set up this way? Or what am I missing?
Just chatted with our CRM product experts and unfortunately, they confirmed that the widget doesn’t support mirrored connected items because it is a different column type.
You’re correct that it does not work as you would expect it to. We’d love for you to share this feedback (and any other feedback on this column/widget) in our feature request section of the Community so our product team can hear your thoughts and consider making adjustments there.
Our product team takes a look at the features and feedback listed there when making decisions on what features/updates to include in the roadmap.
Thanks for flagging this! We understand it’s not ideal to be dealing with this behavior. We welcome any and all feedback you have so we can work to improve our product!
