Deal stage descriptions on deals dashboardSOLVE
Apr 24, 2018 1:26 PM
Hi! I can't seem to find anywhere I can add a description to the deal stage that would be accessible on the dashboard – like in a rollover or a "?" pop up. Is this just not possible and something that should be submitted to the ideas area of the forum? Most CRMs I have used allow you to add a stage description ie. A stage called "Opportunity Identified" might have a description like "Deal opportunity has been identified, but not the client has not confirmed and no budget has been identified", etc.
Solved! Go to Solution.
Apr 24, 2018 2:00 PM
If you click preview, it will give you all of the information related to the deal. For the instance you are referring to, you may want to add a custom field and then add that custom field to the About section of the deal records, so that it shows at the top when you click the preview button.
Hope that helps, but let me know if you have any other questions!
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