So how many of you would like to have the ability to change what data shows up on the deal cards? Wh
Tom Lyons
Posts: 1
So how many of you would like to have the ability to change what data shows up on the deal cards? While the title is certainly important, for us, the organization is irrelevant while the city or address would be much more helpful. Id also like to see job profit, not total value.
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I asked for this a while ago and we would really appreciate it. It is also very easy to implement. We would just need an additional option in the custom field section saying "show on deal card" and we can bring the relevant information to the pipeline view0
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I would like a variation on this - to be able to customize which fields are displayed on the deal record and in what sequence - depending on pipeline. Right now all pipelines have the same data displayed.0
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Our organization would prefer to have the following format for all deal cards:
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ABC Company
Jane Doe---------------------------------------------
(No deal name displayed... just Company and Contact Name)
We're considering leaving Pipedrive altogether due to this single issue that we cannot customize the the info displayed on the deal cards.
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You can show deal labels / color code deals in the pipeline summary view with a browser extension called PixieBrix. It's in Beta but email [email protected] for access.0
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I would like to be able to add % complete and status on the card view so that I can use the deals to track as projects once won
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