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paddington
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Member since ‎Mar 27, 2019
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Allan Alomes

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AndyPitre on April 04, 2017
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
1338 upvotes
442 Replies
Member
April 04, 2022 01:51
It is an great Idea to choose individuel what is shown at the Deal-Cards. Is that possible to achieve for the developers ?
lalexander on February 11, 2019
Hey team! It would be great if it were possible to customize the default deal name. When creating a new deal from a contact/company record, for example, some customers may want to automatically pull in both the contact and the associated company's read more
122 upvotes
50 Replies
Member
May 05, 2022 09:58
I agree! we use a naming convention and being able to put that in to remind the team of how the deal should be named would be great!
Solved
uxlauren on June 09, 2017
Is there functionality to have a checklist for each deal? E.g. SOW proofread, SOW approved by CFO, SOW sent? A checklist that can live within each deal?
6 upvotes
13 Replies
Contributor
March 18, 2020 10:01
HI, Mike could you help guide me in the right direction on how to get this done?
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