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JWall6
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Member since ‎Dec 28, 2021
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Jimmy Wall

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MFrankJohnson on January 17, 2020
Mandatory properties on Deal STAGES get skipped when creating a deal
In a nutshell, required deal STAGE properties work great when moving EXISTING deals through deal stages. However, these required deal STAGE properties are ignored at deal creation time. The separate functionality -- required deal C read more
Reply Idea Deals
120 upvotes
30 Replies
JWall6
Member
January 14, 2022
Agreed would like this.
jrwthetreegroup on November 29, 2018
Required deal stages (so deals show in deal stage funnel report)
It would be good to be able to set required deal stages for a pipeline. For example; a pipeline for 'New business' (prosects that are not yet customers), it would be good to force the sales team to add a deal at the first stage then have to progress read more
Reply Idea Deals Sales Reporting
274 upvotes
98 Replies
JWall6
Member
January 14, 2022
Agree this would be nice
AndyPitre on April 04, 2017
Customized "Deal Cards" in Deals Dashboard
I'd like to be able to control which properties appear on the "card view" in the Deals Dashboard. Default is... - Deal Name - Amount - Close Date - Attached Contacts I'd like to be able to select my own 4 attributes, so that the at-a-gla read more
Reply Idea Deals
1386 upvotes
447 Replies
JWall6
Member
December 28, 2021
yes also be able to make company or contact required and show company name on deal card. As many attributes as we would like to put on deal card wou...read more
GLR on December 13, 2017
Company and contact info mandatory to create a DEAL
Hello, I am just starting with D eals and I have an issue regarding the mandatory properties to create a deal. When Creating a D eal , I want my team to put the Company and the contact associated with the deal. Both informati read more
Reply Idea Contacts & Companies Deals
554 upvotes
229 Replies
JWall6
Member
December 28, 2021
Agreed we need the ability to require associated company with every deal.
JWall6 on December 28, 2021
Company Name to show on Deal card rather than just the company logo
When deal cards are created it is hard to tell which company the deal is for. It associates the logo of the company if selected in the deal but not the company name. We need the company name to be shown on the deal.
Reply Idea Deals
2 upvotes
1 Reply
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