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 everyone, I wanted to share a recent update on Deal Tags.
You can now create deal tags that filter based on a property called "Is deal closed?" You can use this, to exclude filtering on closed deals. See here for more info.
Hi @jj12stars, we're working on this, along with other enhancements. We wanted to get this out to everyone sooner than later, but rest assured, we will continue to iterate on it.
In the meantime, users can collapse closed stages to hide them from their view.
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.
This would be so helpful. There are at least 5 different use cases where this would be amazing. I could color code to denote different teams. Color code to denote types of deals within a stage. Color code to denote deals that are in trouble or need additional support. Even color code to show what types of products/services are in each deal. Each of these would be super helpful to get an idea at a glance of what is going on in the pipeline!
This is successfully working in other crm-systems. It is much easier to deal with colors not letters. Weird this system doesn't have such a customization yet. It's very comfortable and useful. It's one of the reasons I would better choose another crm.
+1 This would be a huge bonus. Our sales team has been wanting this functionality for a long time. We can save different views, but being able to see it all in one sho with different colors representing different deal types/geographic regions would be a game changer!
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!
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