Recent searches
No recent searches
Notes inside a Deal
Posted Jun 28, 2021
Now there is Add a Note in Deals, and that's a great way to keep Deal up to date. However, I would like to have a Notes section to highlight most important Notes.
I know, it would be enough just to make Note starred and filter results, but then it is always required to select in filters what to display.
So, I wish to have Deal highlight (or starred) notes on left side panel, just below the deal value and stage. Then I got all critical information just in one sight and quickly.
0
1
1 comment
Jay Clementson
Hello Rami,
Good question. I use a custom Description field to store all this data.
0