Feedback on the People list workflow — missing context for qualifying contacts
Hi team,
We use the /people screen as the starting point for almost every prospect interaction: search the person, decide who they are, see how we've scored them, see what pipelines they're in, see what we've already said to them, and decide the next best step. Today the list view doesn't surface most of that, so every lookup costs 1–2 extra clicks plus a tab switch. A walkthrough using "Mike Suprovici" as the example:
What works
- Search is fast and accurate.
- The Pipelines column shows pipeline membership as clickable chips.
- Hovering a pipeline chip shows a small tooltip with the stage (e.g. "Stage: Declined") — nice touch.
- The detail panel (when finally opened) is well-organized: Overview, Organizations, Activity, Notes, Files.
What's missing from the list row
- No Score column. Our team scores every contact. There's nowhere on the list view to see or sort by that score. This is the single biggest gap — it's the field we use to triage.
- No LinkedIn. The LinkedIn URL is stored on the record (we have linkedin.com/in/mikesuprovici/ for Mike) but the list row doesn't expose it — not as a column, not as an icon. We have to click in to get the URL.
- "Updated At" without context. Tells us when something changed but not what. We want a Last Activity preview — e.g. "Email sent: Acceler8 Final Call · 1d ago" or "Moved to Stage: Declined by GP". Today, finding that requires clicking in → switching to Activity tab → waiting for it to load.
- Name links don't read as links. First and last name are clickable (good) but they're not styled as links — no underline, no color shift on hover. Users don't realize they can click them.
Pipeline chip click behavior
Clicking a pipeline chip in the row opens the same right-side sidebar. That sidebar also lacks the score and any "next best step" info, so it doesn't actually answer the question we clicked it to answer. We expected the chip click to take us to the prospect's card inside that pipeline, with stage history, score, and next-step prompts visible.
Suggested fixes, ranked
- Add a sortable Score column on the People list.
- Add a LinkedIn column (icon + link) using the URL already stored.
- Replace or augment "Updated At" with a Last Activity preview cell.
- Style first/last name as obvious links.
- Consider a hover/peek card on the name that shows score, LinkedIn, last activity, and pipelines without opening the full panel.
- On pipeline-chip click, open the prospect inside the pipeline's stage view (with stage, score, last activity, and suggested next step) rather than the generic person sidebar.
Net: most of the data is already in the system — the list view just isn't surfacing the fields we actually use to qualify a contact and pick the next action.
Thanks,
Brian
Brian