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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.


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1 comment

Hello Rami,

Good question. I use a custom Description field to store all this data.

 

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