Important fields - option to keep value visible at all times?
The important fields are great for gathering missing information. But when we are in a sales conversation with a prospect - it's helpful to know the answers to some of those iimportant fields - perhaps gathered in a previous conversations. The problem is that once the value is entered, that important field is no longer displayed. Now the user has to scroll through all the fields to find that value. I would like to propose that in the configuration of Important Fields, there is an additional option to select "Always displayed" if we want that value to always be visible. This to me seems a "no brainer" since it is an important field after all!
Comments
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You can set the fields to important in all of the stages - this way it will stay there as you move the deal across the pipeline.
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@Boris Tsibelman unfortunately that is not true. I may not have been clearer in my post. Once a value is entered into an important field, it is no longer displayed in the important Fields section. that is my issue, I would like to have certain Fields continue to be displayed even when a value has been entered
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Hi @Martin Boonzaayer I'm passing on your feedback to the team here. Just to clarify, you'd like to always see the important fields section even if the fields already have values. This is so that you and the team can quickly check out those fields?
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@Mike van der Valk Yes, I would like the option to have an important field continue to be displayed, even when a value has been entered into that field.
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Martin Boonzaayer said:
@Mike van der Valk Yes, I would like the option to have an important field continue to be displayed, even when a value has been entered into that field.
Gotcha, I'll pass on your suggestion to our team now
thanks for sharing!0
