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pauljmcmanus
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Member since ‎Feb 16, 2018
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Paul McManus

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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
1386 upvotes
447 Replies
pauljmcmanus
Member
February 19, 2018
I'd love to be able to see the next scheduled activity on the deal board.
Kim_GP on July 24, 2017
Customize the close date in deals
When you create a deal, there is a default close date (end of current month). Every month, we have to postpone the close date of our deals to the next month. In our industry, the time to close is more around 80 to 90 days. The deal forecast w read more
Reply Idea Deals
334 upvotes
140 Replies
pauljmcmanus
Member
February 19, 2018
This is a no brainer. I don't know why a default close date of the the end of the month makes any sense.
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