La fonction de suggestion automatique permet d'affiner rapidement votre recherche en suggérant des correspondances possibles au fur et à mesure de la frappe.
Agreed. No need to be fancy to start with, just some basic customization. For instance, it could start by simply making the existing fields user-replaceable in the Customize dialog.
It would be nice to be able to customize what is shown on the deals when in board view, such as taking out the associated contacts and company or adding custom properties to show on the deal.
I would love to be able to display custom deal fields in the board view of my deals pipeline and not be limited to the generic deal information.
For example, I have a sales flow where we receive multiple quotes on behalf of our clients from contractors for the same deal, we only invoice on the quotes that are approved by the client.
I would like to be able to display in the board flow: Amount Invoiced, Amount of Quotes Approved and Amount of Quotes received.
High value in seeing the actual product selected along with Deal Value, Company Name and Close Target Date. Example of suggested view:
Current View:Suggested View:
$16,500 ABC Company $16,500 ABC Company
Close Date: 1/1/18 990 Series iWeld Laser
Close Date: 1/1/18
This will allow for a more comprehensive analysis of all active deals in the different pipelines and allow for better global analysis of all active opportunities.
Indeed, it would be great. Nothing really fancy, but for example having the person in charge is a quick win when you manage a lot of people. Obviously, you can filter by owner, but say you have 10+ owners, you can't know directly who is in charge from the panel on a certain deal. Sort of same logic as Trello boards with labels. Moreover the close date is only useful in one pipeline for us, and having it displayed is pretty misleading.
Agreed. The deal board has no value without being able to see which stages your deals are in and the total amount that deal is worth. Not sure why the color is tied to the confidence level and not the stage.
Pour ajouter un commentaire ici, vous devez être inscrit. Si vous êtes déjà inscrit, connectez-vous. Dans le cas contraire, inscrivez-vous puis connectez-vous.