Feature request: view product (or product category) in Kanban view deal cards

Karina Davies
Karina Davies Member Posts: 15
First Comment

Hi guys

It would be really helpful to be able to choose which info you see in deal cards within kanban view. For instance, we have to include products within deal titles to be able to easily see what the deal is for - in the same way the org appear on the card, it would be great to show the associated product and/or product category!

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  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,483
    First Answer 5 Insightfuls 5 Up Votes First Anniversary
    CONSULTANT
    edited July 2022 #2

    A couple of ways to do it using Automation or Make/Integromat:

    • Have a separate pipeline for each product/product category (not advisable)
    • Use automation to append product category to deal title.