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TomSelten
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Member since ‎May 23, 2019
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VagaeNatus on April 24, 2017
Pipeline specific Default Deal Properties
Hello Team, Our use case: We have various pipelines, for various sales cycles and sometimes various types of contacts or companies. The Deal's information we need to access depend on the pipeline the deal is in. Since the "default deal pr read more
Reply Idea Deals
292 upvotes
97 Replies
TomSelten
Participant
June 23, 2019
Please add this feature asap, we really need this to have other departments easily working with pipelines as well (like investor relations, supplier ...read more
VagaeNatus on April 24, 2017
Pipeline specific Default Deal Properties
Hello Team, Our use case: We have various pipelines, for various sales cycles and sometimes various types of contacts or companies. The Deal's information we need to access depend on the pipeline the deal is in. Since the "default deal pr read more
Reply Idea Deals
292 upvotes
97 Replies
TomSelten
Participant
June 23, 2019
Please add this feature asap, we really need this to have other departments easily working with pipelines as well (like investor relations, supplier ...read more
Solved
daneagles124007 on July 07, 2017
Changing what is displayed on Deal Board
Hello, I would like to know if there is a way for me, when using the board setting looking at my deals to change just below the name of the project what is displayed. Currently, it has the close date. Is there a way for me to change close date - read more
Reply Discussion CRM Deals Properties
36 upvotes
17 Replies
TomSelten
Participant
May 23, 2019
Dear Ed, Is this functionality implemented? All the best, Tom
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