Planning

Feature Requests

API Integrations Feature Requests

Voters 42

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42

CRM Deals from Dashboard

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 JeremyGWoodsFVM

Could you let us see the CRM Deals directly from the main dashboard? This would help us be able to keep better track of our deals without going into the deals section.

  • 13-11-2021 -
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Activity Newest / Oldest

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Mike

Status changed to: In progress

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Bonnie B

Agreed, this would be very helpful to see when I log in.

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Adrienne

Also, add a function to either archive Deals once they have been Won or Lost, or a way to only see active Deals. Deleting is not really an option if you want to keep up with the history.

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Loulu Lima

I use Deals to document bookings and this would help me keep track of final payments as well as commissions earned. I need a dashboard just for this

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STEVE SOLER

100% agree! It would make the dashboard much more useful for sales agents and managers!