Modify Deal Cards within Pipeline Board View
I would like to request the ability to prioritize the information that can be seen in the standard deal card when looking at the pipeline board view. Currently, the deal cards only display select information that was pre-designed by Salesmate, which may OK with some users. Unfortunately, the way I structure my business, I need to view other pieces of information without opening the deal card.
I hope this a simple and easy request. I'm sure there are other users that could benefit from having the ability to modify the deal cards.
Thanks in advance...
To Salesmate Team...
This thread was suggesting the ability to chose what fields show up in the deal board screen. In the small cards that we can drag-n-drop. Would be really nice & helpful if we had the ability to perhaps add custom fields etc to display directly in the card when they are displayed in the deal board.
I just wanted to clarify this for you so its clearer.
Yes. I completely agree. This is something I would also use. Each business is different in how they sell, thus certain pieces of information are more relevant than others.
Also, if you do implement this PLEASE make it universal... meaning don't let each user decide what to display. make this a configurable setting applicable to all users... controlled by an admin. That way we can be sure that all sales reps are seeing the right fields in the deal cards like everyone else.
I think your request is more about the detailed view then deal card view. And we already have option to manage it: https://support.salesmate.io/hc/en-us/articles/360001872032-Field-Level-Customization-in-detail-screens
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