Can you modify the data fields shown in the deal cards in Pipeline view.....
George Curran Posts: 2
HI there, I was wondering if you modify the data in the Deal Card data in Pipline View box to include additional summary data (eg in addtion to client, deal name and $ value) for a given deal. In y case, I would like to add a data box (internal Company deal reference number) and the Deal Age such that when you see Deal Pipeline Deal Cards you also see this additional information for a given prospect. This would be good for our Group reporting sessions ---- would provide a great visual summary.
Shaun Schmidt Posts: 1edited January 2022 #2