Customize/Prioritise Open Deals in Company and Contact Records
Submitting on behalf of the customer:
Currently, the contact and company record associated deal cards cannot be customized
Current Behaviour
- Shows the deals randomly and based on a customized priority e.g. Open vs closed deals or have the ability to select deals to not show in the deal card of the contact/company records.
Desired Behaviour
- Able to customize or set priority to show Open Deals on the top and/or hide the closed deals
YES! I'm having this issue with a current client of ours now. They have companies where there are 99+ deals associated. That is way too many to sort through in the Company record. It would be ideal to filter out closed deals so that they do not see them on the Deals card on the right hand side of the company record.
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