New: Deal card customization and pipeline sorting
Comments
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Hi @Guilherme - Sales Ops - Dattos , this feature is being rolled out. So you will see it soon if it’s not available already on your account.
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Interested in pipeline sorting as well
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Hi all, this feature is rolling out now and you can learn all about it here.
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Love the new update! It helps so much to be able to customize the cards and sort them the way I need them. Great Job! Now all i need is the email update and you would have made my year!
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I would find it transformational to be able to add a sort of primary 'hero image' to each card so I can see at a glance what it is (I deal in collectable artworks and antiques. I image this could be useful for realtors or anyone selling products etc too).
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Hi @SpeedRacer24 , though that is not possible presently, it is an interesting use case! If you haven't done so yet, I would recommend sharing it in the Ideas and Product Feedback category for our product team's attention.
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Hi @all is there a plan to have Deal card customization created for others?
For example in my role I'm reponsible to check the pipelines with the different Sales people and I would like to give take some work of them and also integrate the agreed views per pipeline for them.
But as of now editing is only possible for my individual view - it would be helpful to create views for others, best would be a default view per pipeline.
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Hi @Lars KI
At the moment, there are no plans to allow the permission for customization of deal cards for other users across the account. However, as Manuel suggested, this would be a great addition to the Ideas and Product Feedback category! Thanks!
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PIpeline sorting - can i be added as beta ?
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