Variable Deal Details Pane
Option to define different details panes based on a higher level choice. This would be very convenient in our case of having different departments that offer different types of services. Would NOT want it to be pipeline dependant. Some fields would be used across multiple panes. Ideally only one single pane could be used per deal or at least the option would exist to limit it to one pane used per deal. If a deal was duplicated the option would exist change this value in the deal copy. Would be a required high level choice of the new deal dialogue that would change requested inputs based on that choice.
Mike van der Valk Posts: 4,055edited February 2022 #2
Thanks for sharing @Brad Krause passing it on to our team!0
edited January 2021 #3Mike van der Valk said:
Thanks for sharing @Brad Krause passing it on to our team!
I thought of an alternative to this that could be more appropriate @Mike van der Valk .
So rather than allow for multiple deal details panels allow for the building of forms.
If we could build form templates that could be completed with the same type of fields in the deal details area that would accomplish what we are looking for. But they would need to be able to be selected and completed easily from mobile too.
Kinda think this is a bit better but i'm not an engineer.0
edited January 2021 #4
This is what we are currently working with in deal details and this info is not all relevant to each department and then we dont have some info included for some departments because its just already too much. But having a template is better than freeform.0
Mike van der Valk Posts: 4,055edited January 2021 #5
Thanks for the additional comments @Brad Krause making sure out team sees those suggestions as well!1