Edit center part of Deal Details

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Regular Contributor

Hi All,

 

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 

  • Activity
  • Notes
  • Emails
  • Calls
  • Tasks

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?

 

Capture.JPG 

1 Accepted solution

Accepted Solutions
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Solution
Community Thought Leader | Diamond Partner

Hi @Nigeldb 

 

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.

Phil Vallender | Inbound marketing for B2B technology companies

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2 Replies 2
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Solution
Community Thought Leader | Diamond Partner

Hi @Nigeldb 

 

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.

Phil Vallender | Inbound marketing for B2B technology companies

View solution in original post

Highlighted
Regular Contributor

Yup, that will work. Thank you.

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