Edit center part of Deal DetailsSOLVE
Apr 14, 2020 8:55 PM
Is there a way to place the "Deal Description" as a tab in the centre pane of the Deal Details screen. The existing tabs are
I find deals often have relatively long descriptions and keeping them in the left pane only shows the first 20 words. Seems more useful to have it as a tab in the middle panel (see attached). Is there a way to add this field as a tab?
Solved! Go to Solution.
Apr 15, 2020 4:32 AM
It isn't possible to add a deal property to the tabbed menu in the timeline area unfortunately.
The best suggestion I can make is that you add the description to a note and then pin that note so that it always appears at the top of the timeline.
Hope this helps.