Our accounting team would really like to be able to lock all properties on a deal after the deal has been closed won. This will ensure that sales members cannot change anything after the deal closes to affect their bonus. It will also ensure that th read more
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
Similar to this Idea it would be great to be able to highlight certain tickets by a color (e.g. Urgent Priority = Red Ticket etc.). This way the support can easily identify which tickets they need to focus on first.
I want to be able to see different properties on the cards per pipeline that I have created. One pipeline may have very different properties than another. The ability to customize what is seen for the different pipelines would be helpful! Examp read more
I think most of y'all who've set up ticket/deal pipelines know the pain of not being able to easily identify cards that are important to them. However, the properties that we can show on cards apply to all pipelines, and that's pretty hard for t read more