How to make all (relevant) data fields are visible within a deal

marcvanderpeet12
marcvanderpeet12 Member Posts: 4 VERIFIED MEMBER
Name Dropper First Comment
in Sales CRM #1

Dear all,

I have created the following datafield as custom fields

08.05.2024_15.07.34_REC.png

I now would like to show all of them in a deal. That's why I marked "Lead/deal add view" with the relevant fields:

08.05.2024_15.07.51_REC.png

However, when I click on a deal I still see this (so only a fraction of the data fields).

08.05.2024_15.07.01_REC.png

Any thoughts on what I should change to get to see all data fields?

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Answers

  • Guy P
    Guy P Member Posts: 3 VERIFIED MEMBER
    First Comment Photogenic
    #2

    Simple solution.

    1. Go to ^Details.
    2. Look to the right for 3 lines that look like an inverted pyramid.
    3. Click on the pyramid.
    4. All fields should be displayed.

    Remember:

    • If the pyramid background is blue, then only filled-in fields will be displayed.
    • If the pyramid background is clear, then all fields will be displayed.
    • This is true for inverted pyramids in Leads, Deals, People, and Organizations.
    • I assume this is true everywhere you find an inverted pyramid.

    Good luck!

    Regards,
    Guy

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