I want to be able to see different properties on the cards per pipeline that I have created. One pipeline may have very different properties than another. The ability to customize what is seen for the different pipelines would be helpful!
Example: Knowing the last date someone was contacted is super important for one of my pipelines (Pipeline A) but has no value for another (Pipeline B). So, when I am viewing the board view for Pipeline B, I don't care about the last time someone was contacted in that pipeline but am currently unable to change that property to another property that does have value for Pipeline B, but maybe not for Pipeline A.
I'm excited to share that we are working on this: Admin users will be able to configure each pipeline's board view with the most relevant card properties for that specific pipeline. Select up to four card properties per pipeline.
If you're interested in joining our early access group, please fill out this form.Note: This feature is available for all Professional and Enterprise customers.
@kaburke The older issue you are linking to seems to be about the deal sidebars vs. deal cards. I also want to see deal elements per pipeline. For example, on renewals, I want to see when the opt-out date is, but for first-time sales, we don't have that.
We have different pipelines for different product offerings, and there are unique deal properties that are useful in one pipeline, that would not be useful in another. To be able to choose which properties are featured on the cards in each pipeline would make this much easier to see in the board view.
I'm excited to share that we are working on this: Admin users will be able to configure each pipeline's board view with the most relevant card properties for that specific pipeline. Select up to four card properties per pipeline.
If you're interested in joining our early access group, please fill out this form.Note: This feature is available for all Professional and Enterprise customers.
