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