Customise the deals 'board' view

Sales users should have the ability to customise the deal boards i.e. what information is displayed on the board. Currently it's set by default to show the deal name, close date and an associated contact tag. User should be able to either select from a list or better yet, drag and drop the fields that wish to see on the deal boards.

124 Replies
New Contributor

This customization for other pipelines as well. Example: Service pipeline be able to see custom property associated with the ticket.

New Contributor

We concur. It would be ideal to customize distinctly for each funnel.  Each funnel has distinct priorities.

Regular Contributor

Should definitely be at the funnel level and not simply one customization for all funnels

New Member

My team would love to be on the Beta for this as we've got some critical dates we'd like to add to the deal board view