Ability to customize linked deal card on the email screen

playa
playa Member Posts: 4 VERIFIED MEMBER
First Comment
edited October 2024 in Ideas and Product Feedback #1

when I'm emailing someone I can see if we have a linked deal or not. Currently that shows:

  • Deal name
  • Value
  • Customer Name
  • Pipeline stage

I would love for this card to be customizable so that I could display other fields that are relevant to me.

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Comments

  • Manuel Oliveira
    Manuel Oliveira Admin Posts: 1,362 COMMUNITY MANAGER
    1000 Comments 250 Likes 25 Answers Third Anniversary
    #2

    Hi @playa thank you for the feedback, which has been passed on to our development team. No further updates to the email screen are planned for 2024, but you can have a look at what we’re working on in the very near future here.

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