Request for a new view in Deals: "Clients by stage."
We need a List/Gantt-view which displays clients and stages simply and nicely.
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
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).
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?
Boris Tsibelman Posts: 999edited July 2021 #2
Can't you achieve the same thing by creating filters in the list view?0
Martina Schlager Posts: 12edited 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 ).