Edit center part of Deal Details

[Nigeldb]

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?

 

[Phil_Vallender · Accepted solution]

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.

[Nigeldb]

Yup, that will work. Thank you.