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Why does my name not display on a sales opportunity I've logged?
Why does my name not display on a sales opportunity I've logged?

Why if you've logged a sales opportunity and your name isn't appearing on it in the sales pipeline

Christian Dreyer avatar
Written by Christian Dreyer
Updated over a week ago

Planhat's Sales Pipeline displays data related to the probability percentage of the deal being closed, the expected value, close date, and the name of the owner of the account in Planhat. 

If you've entered a sales opportunity into the pipeline, but are not the owner of the account in Planhat your name won't display. Instead, the owner of the account will display on the card. 

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