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everest8878
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Member since ‎Feb 5, 2017
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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
1385 upvotes
447 Replies
everest8878
Member
August 15, 2018
Since posting this it has seen a lot of upvotes (Thanks!) and support. Since one of the most commented-on frustration is the inability to edit t...read more
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
1385 upvotes
447 Replies
everest8878
Member
August 15, 2018
Since posting this it has seen a lot of upvotes (Thanks!) and support. Since one of the most commented-on frustration is the inability to edit t...read more
everest8878 on May 16, 2017
Workflow Performance Reporting
My team would like to see the ongoing results of their assigned workflows. Without allowing the Sales Rep access to the Marketing functions, there is currently no way to report. The workflow performance reports cannot be exported or printed, an read more
Reply Idea Sales Reporting Workflows
147 upvotes
32 Replies
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