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LDove
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Member since ‎May 24, 2021
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GBcutler on February 16, 2021
Better reporting for Playbooks
We are starting to use Playbooks for sales and customer success purposes. It would be great to be able to create reports for the number of times they are used, and also by play book. Currently Playbook activity is not identifiable as a reportabl read more
Reply Idea Playbooks
208 upvotes
55 Replies
LDove
Member
July 30, 2021
YES! I'd also like to be able to make it mandatory! That was literally the first response I got when I showed a few teams the playbooks.
JoeMayall on April 14, 2021
Color Code the Deal Boards View
Submitted on behalf of a customer It would be beneficial if the cards on the Deal Board view could be custom color-coded. This would help users organize their deal performance and understand it at a glance. Other Deal Board customizat read more
Reply Idea Deals
253 upvotes
91 Replies
LDove
Member
May 24, 2021
WE NEED THIS. We'd like to have an overall rating in each of our pipelines that correspond with Red, Green, Yellow. Not to mention we would like to b...read more
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