So the order of this deal would be "Pizza Hut" then "Pizza Hut deal /ref" and then "Craig David". Is there a way to be able to reorganise these little rectangles?
Title-the name progresses respectively. If you edit the title, your problem will be solved.
Hi @Brishan , you can now change the default sorting order in the pipeline view, here's where to find it:
I mean more like swap these around so we have the company at the top instead of the project ref. What you suggested just moves the deals around?
Let me know if this is something that can be done?
All the best,
Unfortunately, it is not possible to switch the deal title with the organization on the deal tile officially but it is possible to add additional fields to the deal tiles. You can do that in your account here-
Hello @Sophie @Brishan,
This is possible. The title of the deals written in bold letters in the first place, the person's name written in lowercase letters in the second place. If you want to change their location, you need to change the title and name section.