Ideas

Please add a Next Steps field to Deals

There is currently no facility to export "Next Steps." for Active Deals.

There is no field to record Next Steps, nor are we able to export by specific Note. Some Users are falling into bad practice, and using other fields to make it work.

Custom Fields have been recommended as a solution, but it seems like a basic request that would benefit all Clockwork Clients.

  • Mike Heller
  • Jun 4 2020
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