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EdenAllel
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Member since ‎Jun 14, 2019
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KevinFMTV on June 28, 2019
USE CASE: We use a custom property to identity when a contact is known to be a dead lead. However, many of these contacts have pending tasks associated which are no longer applicable once a contact is dead. PROPOSED FUNCTIONALITY: Add a feature to w read more
258 upvotes
84 Replies
Participant
September 27, 2022
+1. needed feature
EdenAllel on August 13, 2019
Searching on the contact page by custom properties created by me can be of great help. for instance, we give each new costumer a unique serial #. If i want to search the client via that serical # i need to: take the extra step of going to con read more
Member
October 08, 2020
I agree! It would be great if we could search by Customer Number since we have a lot of companies with the same or similar names.
EdenAllel on June 14, 2019
Editing what apears on a deal card. E.G. Not seeing the "due date" but a "last moved" can assit understand fast when the deal card was last moved between segmnets of the pipline.
65 upvotes
12 Replies
Member
April 01, 2022
Hey Everyone, We would really need to have the ability to add the deal owner into the card view together with the Deal amount, Title, and contact. ...read more
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