Customize Pipeline View with more information

Colin Krieg
Colin Krieg Member Posts: 3 VERIFIED MEMBER
First Comment

Would LOVE to be able to add photos to a deal, organize manually or by expected close date (or custom field), and display close date (or custom field).  I'd really like to be able to glance at my pipeline and see when all the next closings (or custom field) dates are.

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1 votes

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Comments

  • jbinmn
    jbinmn Member Posts: 1 VERIFIED MEMBER
    First Comment

    YES. We would ALSO like to have, a) Expected Close Date as a field/column in the Leads tab, and b) have the ability to create custom fields/columns for use in the Leads tab.

    And, I LOVE Colin's idea of adding a visual aid (.jpg, etc.) to a deal.