How to link customer signals (CRM) to an improvement
Short answer: On an opportunity, problem or case choose Related → Link a customer (a CRM company or deal). Deals lost for one reason suggest one candidate with counts only. People without Dealflow access see that a customer is linked, never who.
Verified for PVology 0.58.0 · updated 2026-10-11
When to use this
A customer issue or a pattern of lost deals points to how work is done.
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