It would be beneficial if the cards on the Deal Board view could be custom color-coded. This would help users organize their deal performance and understand it at a glance.
Hi @jj12stars, yes--it's in our plans to extend to other objects. We started with Deals for now.
Great feedback on how the tags appear on the board cards--I've noted all your feedback and appreciate it.
Yes, any super admin user can change the order of the deal tags. In Deals > Pipelines Settings, navigate to the Deal Tags table, where you can drag and drop deal tags in whichever order you'd like. The order (from top to bottom) is what dictates the order of deal tags as they appear on a board card, when there are multiple tags on a card. Hope this helps!
Hi @ABeian, thanks for your feedback! I had some of the same thoughts when we first started. 😄
We opted for an iterative approach, so we can get this exact type of feedback, in order to prioritize what's most important to users. We also wanted to balance getting something into the hands of our customers--folks like yourself. This way, you get to use the feature earlier, and can weigh in on how we can iterate on it. I've noted your feedback, and it will inform our next iterations that will follow.
Re: extending to other objects, not to worry--this is on our radar. We started with Deals and are only in beta right now. I absolutely see the value in extending to other objects and we plan to do so.
WE NEED THIS. We'd like to have an overall rating in each of our pipelines that correspond with Red, Green, Yellow. Not to mention we would like to be able to reflect the deal board as we see fit. I'd like to see it sorted by something other than deal stages (forecast categories, maybe!?)
we'd like to see this for pipelines, in general. our support team would like to colorize priority support tickets in the service hub, as well.
we're currently also exploring creating a custom object that would display a red/yellow/green icon based on customer feedback on the contact and ticket records. since we use the feedback survey feature provided by feedback, the team was puzzled why that wasn't already displayed on tickets and/or customer records at a glance as opposed to reviewing it in the (somewhat busy) activity feed.
I would also like to suggest that you enable 'greying out' deals taht are no longer active, or have been lost. They should still be on the board, as they are evidence of work done as well as past activity. But, by greying them out, they do not mingle with active deals.
Really need this! It should work similar to the Ticket priority except the badge shouldn't be a small circle - the whole banner of the card should be color coded! +100!!! I have 400 deals and need to prioritize my HOTHOTHOT leads
Cannot stress enough the importance of being able to color code deals. It is essential for any salesperson! Cannot believe its not in the system to this date.
+1 must have for us! We are envisioning lots of ways to color code deals on a deal board and make sense of the data, especially when you have a lot of deals being tracked.
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