New Deal Layout
Hi Guys,
We have very reluctantly had to move over to the new deal layout which is not at all convenient for our business. Previously whenever going into a 'deal' it was very easy to sift between the contact card and the deal - now there is a 'Summary' section to have to go too to find a link to the client to go back to the contact card. Is anyone else experiencing the same frustration?
Also, the 'value' of the deal is within a drop down summary section - its probably the most important part of a deal for us so having it in the top left corner was very convenient - its now faffing about trying to find bits of information instead of seeing it at a glance.
It would make much more sense to have a clickable link for the contact card and the value back in the top left above the deal title (as per previous deal layout) to make it smoother for moving about the system. Thoughts?
Answers
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Hi @Sharon_69510 -
I can see what you’re saying! There are a couple of ways you can “hack” this.
One option is to create a Workflow Automation so that when a Deal is created, a pinned note is added containing a link to the Person connected to the Deal. This way it will always be at the top of the Deal.
Another thought is that you can also reorder the sections in the left-hand sidebar, so you could move the Person details higher in the view if you would like.
Please feel free to reach out if you would like additional support.
- Liz
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