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I'd liek to add my suport to this request - it's really important to be able to customise this view, happy to keep the "baked" fields there but need to be able to view others at a glance. Thanks, Tamsin
I totally agree that this needs to be able to be customized. The board view is not as helpful if you have to click through too much to get more details.
I completely agree! I'm shocked we don't already have this functionality!
Our team likes to use the deals page for pipeline review but the way it's currently set, each tile requires a deep dive or guided tour to fully understand where it's at.
To be able to just look and see pertinent information would be amazing!
I agree with colour codes or tags also the ability to show last contact date or next meeting date. Even a tagging system to indicate important followups etc.
Being able to include upcoming or over due tasks on the deal cards would make workflow a lot more efficent
We use a variety of information on our deals which we are currently having to use custom properties that are located in the deal. However it would be very nice if we were able to view that information on the Deal name card.
As well if there was a way to customize the coloration of the deal according to timeline or time in deal stage.
I think this would be a great value in the tool aspect if the deal name cards were cusomtizable.
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