Hi,
Under Sales → Deals we created a pipeline with all deals in different stages (lead - appointment - propasal - won)
When you look at this pipeline, we see ‘dealname, amont, close date’ of a deal. I would really like to add dealowner too. Is that possible?
Thanks, regards Mariska
Hi @MvandeWiel
It is not possible at this time to customise the contents of deal cards in the grid view. There is the deal owner selector in the grid view menu bar to enable quick switching between owners, but that is all. In table view you can of course include owner as a column, but you lose the visual presentation of deal stage so I realise that is probably not ideal.
Hope this helps.