Customized "Deal Cards" in Deals Dashboard
I'd like to be able to control which properties appear on the "card view" in the Deals Dashboard. Default is...
I'd like to be able to select my own 4 attributes, so that the at-a-glance feature is more meaningful to me.
In addition I'd like to be able to color-code Deal Cards based on attributes. (i.e. [if deal amount > $5,000; then color = green])
Amber Welchert commented
I would love to have the ability to customize what is shown on my deal card. It would be beneficial for me to have the location of the deal as I work with 150+ markets across the country.
Ability to color code any card (ether by value like $ amount or date, etc. or manually) would be extremely helpful to sales manager trying to get a pipeline view. If you want to start beating SFDC, then allow some customization!
Thomas PATOUILLAUD commented
Yes, and for us, most import of all, see Task Date on the deal card (with red color for example to mention that I'm late !)
I 100% agree with Chris and I'd also like for these deals to be moveable within the stage so that we can organize the deals at each stage by priority
Scott Umemoto commented
I agree with Chris Murphy request
I'd also like to be able to remove the logo (so that the cards are smaller and I can see more on screen)
Richard Geschiere commented
Agreed. For me 2 would do; especially being able to add the Product Type and Country. I know you can add filters but just missing the overview.
Coloring would be nice.