Customize Properties Shown on Deal About Card based on Deal Stage
The About Card should be customizable to show properties that are relevant to a particular stage of a deal so that sales execs can easily see the most important sales action items and customer verifiable outcomes they need to accomplish and document when a deal is at a particular stage. These properties are different at different stages.
For example, if my deal stage is "Upside" I would want the about card to show properties A, B, and C, and when deal stage moves to "Best Case", they see properties D, E, and F on the deal About Card.
There are several ways this could be implemented:
1 - By creating customizable Default Deal views and personalized Deal views based on Deal Stage.
2 - By adding a "Required Properties Shown on About Card" based on stage in the Deal/stage. See below snips with suggested additional column for properties viewed in each deal stage: