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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