We did use the colored dots and just instructed our team that each designation actually meant something that is meaningful to us. So, red might have meant “digital” and green meant “static”. This worked ok for the immediate team, but people outside this particular team did not always know what the designations meant.
So, what I would like to see is the ability to either color code the entire card, or continue with the dots, but fully customizable (color, number, and label).
I would also like to have this functionality available in our custom objects, which we use quite extensively. Not just deals and tickets, please!
I suggested the dots to my team as an interim solution but it was not
enough for them to be useful. They need the entire card to be coloured for
having a quick glance and seeing where they stand. And customisable colour
meanings as well so it can be unique to the company/individual’s needs.
Additionally, the dots are for the priority, the colour coding is wanted
for other information such as for us the salesperson’s next/current step
needed to be indicated.
Thanks.
Hello !
Actually we tried using the color dots but it clearly isn’t enough.
We are 5 people so we would need 5 colors, and probably a 6th one for big clients.
The entire card should be colored, so that each member of the team can recognize his own card in an instant.
Having an array of pantone colors would also allow us to choose for example : blues for this team, reds for this team, greens for this other team. It becomes absolutely necessary when several team members are using the same pipe.
thxxx
As others have said, we tried using the priority status but that was not sufficient for our needs. The restrictions in place on that particular property (only three colors, no ability to change the name of the property, no way to even change the colors etc…) cause it to be impractical and unuseable for our team’s workflow.
Even just giving us the option to create custom properties with the small colored dots in whatever colors and quantities we need would be a vast improvement to the current option. However being able to fully color the deal tiles would be the ideal scenarios for us.
@JeannieN being able to colour code a card automatically based on any property would be great. eg, If Country = Australia, make the card green. If Country = Singapore, make the card red etc. We would love this functionality so we can look at our deals board and see what is happening and where just based on colour. We have customised the card to include Country on the card view, but having it colour coded would be so much easier.
I would like to expand the current idea to cover all objects (all views for contacts, companies, deals, tickets, custom objects and so on). Give the possibility for the view creator to color code a row in the view based on a property in the view.
Lets give an example to share the contents of my brain in a sense.
In the contacts object I create a list with:
First name
Last name
Age
In the view settings the view creator should be able to set any HEX color based on a set of rules. The entire row will be affected by the color code.
Lets say one rule may be: First name = Michael - then set background to: #000 and text to #FFF (the row will be black with white text). All rows not affected by the rule will not change.
Just like google sheets color formatting there should be a hierarchy if one or more rules get in conflict with each other. Then the rule with the highest priority should be used.
When using lists views, it would be great to be able to better identify deals dependant on their stages thanks to ligns colors. Much easier to use at one glance.
We also cant believe its not possible . VERY essential for Tickets and Deals to prioritize . the 3x colors for prioirity also dont seemtomake sense, as it only says High Low meidum for us and ionly ifyou click in the cell in the deal view will you see a color ?
Colors are needed to organize deals by customer segment as each deal would be treated differently. The priority colors aren’t needed. I think warm, hot, and cold leads makes more sense for the deal flow.
@JeannieN Would be great if the same functionality discussed for deals could also be applied to Tickets. For example, highlighting tickets in Red or Yellow for customers who have purchased a top tier support program.
This is a great start! I also would beg that you unlock the functionality for Tickets and Custom Objects as soon as possible. Also, I would prefer to see all the tags and have the card size increase rather than have to click the +1 more link to see more tags. But in the current setup, can you set the tag priority? In other words, can you make it so if there are more than 1 tags, you identify the most important one and it always shows, with the less important ones being hidden in the +1 link.
Finally, it would be great to add custom colors or our choice.
Hello fellow Community Members!