Request for a new view in Deals: "Clients by stage."

Martina Schlager
Martina Schlager Member Posts: 10 VERIFIED MEMBER
First Comment
edited July 2022 in Ideas and Product Feedback #1

OBJECTIVE:

We need a List/Gantt-view which displays clients and stages simply and nicely.

image

A new VIEW would be really helpfull:

  • List all active clients in pipe, as in Gantt chart
  • Mark stage a client is in.
  • Display open activities in this state

RESULT:

The View will display a LIST of all Clients/Leads/Deals in this pipe and visually  display the stage in which they are (like a swimming lane).

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THIS WOULD BE SO HELPFUL!

I HAVE TO DO THIS EVERY WEEK BY HAND! THIS IS MOST ANNOYING AND WILL MOTIVY ME TO MIGRATE TO ANOTHER SYSTEM!

WHEN CAN I HAVE THIS? HOW HARD CAN IT BE?

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best here:

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Comments

  • Boris Tsibelman
    Boris Tsibelman Member Posts: 827 VERIFIED MEMBER
    1000 Comments Third Anniversary 5 Likes First Answer
    edited July 2021 #2

    Can't you achieve the same thing by creating filters in the list view? 

  • Martina Schlager
    Martina Schlager Member Posts: 10 VERIFIED MEMBER
    First Comment
    edited July 2021 #3

    Hello Boris - I tried now for so many times. THIS INFORMATION WILL NOT BE DISPLAYED USING THE CURRENT POSSIBILITIES. 

    PLEASE ONLY ANSWER IF YOU HAVE A SOLUTION (not an empty question you could check in your own spare time, please ).

    NARF

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