Save displayed columns along with saved views - like Pipedrive allows us to. Big time saver.

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Marcelo Ramagem

• November 11, 2019 21:59

So, I spent a lot of time creating custom views and added important columns to the page... when I save and share the view Salesmate DOES NOT automatically include those columns when other users use the view I shared with the rest of the team.

It took us a little while to figure out why some of our remote sales reps had no clue what we were referring too during conference call...

 

Sales Manager: "So, as you can see Phil... this view shows you exactly how many days ago you last communicated with this deal... and...." 

Phil: "Wait, what are you talking about, I don't see that"

Sales Manager: "Did you pull up shared view XYZ?"

Phil: "Ye, but I still dont see it"

etc, etc, etc

PLEASE give us the option (like Pipedrive does) to also save the displayed columns in the view when we are saving it as a shared view! This was very useful... especially if you want all your sales reps on the same page.

 

 

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  Team Salesmate

  • July 13, 2020 06:19

  Now, we have support for managing columns per view basis. Please check out this article: https://support.salesmate.io/hc/en-us/articles/360042192371-Manage-Columns-in-the-List-View

   

   

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