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Chervenski
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Member since ‎May 10, 2023
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Miroslav Chervenski

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MattF on July 13, 2020
Either through hovering over a deal or added to each tile, a view where reps and managers could add notes that would be easily visible through the overall view instead of navigating into the record for each deal. An in-practice example being: me read more
Member
May 10, 2023
+1
annemarien on October 12, 2020
Our workflow means we are frequently adding notes to records at the same time as updating key properties. For key properties we have them showing in the Preview panel, but then are having to open each individual record up to add a note, slowing down read more
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Member
May 10, 2023
It will be great to be able to add notes during status meetings
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