Ability to customize opportunity card
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Norman Elevencione
Right now when you open opportunity you can only see specific fields such as opportunity name, source, lead value, etc. but I want to add my custom fields because it also helps a lot and we are not using the lead value field because we have a different way of determining the lead value
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Pamela Hilton
Would love to be able to color code the opportunity cards to better organize each pipeline/opportunity. Our company uses color to distinguish clients who need attention, owe us information, need follow up, etc. When will something like this be available? This feature in Trello makes the lists more useful and smart to add colored labels.
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Ty Averett
Would be great to be able to choose which fields are required so that we can make sure reps are collecting the correct info (even built-in fields such as name/email/phone).
Would also be great for opportunity/contact source to be a drop-down. Defeats the purpose if people are spelling sources differently each time.
And this has been said before, but it is highly clunky to have the sales reps create a contact and then an opportunity. To be able to show/edit contact fields in the opportunity would be incredible so that reps don't have to switch back and forth.
Ava Doreen Alaurin
The ability to change the text color and/or background color of the opportunity cards through automation.
Use case for this might be to turn it red if an opportunity gets moved to another Pipeline and another pipeline drop down isn't filled in or to the disqualification stage and a disqualification Reason isn't filled in.
Or if an opportunity has been stuck at the same stage for so long then it might change color.
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Eirik
Lead value should be tied to the actual value/ price of the products in the opportunity. I think it should be possible to also add multiple products to the opportunity and to make this all available in a workflow.
To get pipeline value and actual sales accurate, this is important.
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Chris Gault
Would be good if the opportunity cards could be customised according to each pipeline as well
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Shawn Guenther
It would be great if we could customize the layout of the opened opportunity card as well.
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kate cooper
Any updates on this? This is a simple one, but we want to be able to update the colour of each stage of the pipeline?
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Artur Adamiak
would love to mark opportunity cards a certain color for specific situations...
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Lonie Murray
It would be great if we could get another icon that will display the current workflow/campaign that the opportunity is in and the ability to add or remove them from workflows. With the phasing out of campaigns, I am struggling to monitor when leads are done with a campaign so I can move them out of the old campaign system and into a new workflow. Also with the new upgrades to the opportunity page (List view), I find it strange that sorting by last activity is not an option.
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Danny Berrido
Is there an answer to this yet?
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Myles Golden
Danny Berrido the answer is no time yet for release. Hopefully this keep getting bumped as the last update to opportunities was in December.
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