Ideas

Adjust what is shown when you click into a deal record as well as names of certain fields (in addition to the statuses, which you can already adjust)

It would be very helpful to be able to set firm defaults for what is show when a user clicks into a deal record, as well as customize fields. For instance, I would like to can Activation Date to Proposal Submitted.

  • Katie Davis
  • Nov 18 2024
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