Add Desking Button back to Desk Log
gathering votes
J
John Kull
Bring back the "desk deal" quick link to the Dashboard instead of having to go into the customer detail screen to get a quote started.
J
Jacob Coleman
marked this post as
gathering votes
J
Jacob Coleman
Hi John, thanks for the feature request! We'll continue to gather votes on this, and you'll receive any updates automatically.
J
John Kull
previously I used it for most every deal I would pencil multiple times a piece. Having an entirely extra step that isn't needed makes the flow clunky compared to how it was previously.
Shelby Parker
Great to hear your perspective, John Kull! I have a few more questions for you:
- What specific benefits or improvements do you expect from having the 'desk deal' quick link on the Dashboard?
- How frequently do you use the 'desk deal' feature, and how would having it on the Dashboard impact your workflow?
- Are there any other features or links you believe should be more accessible on the Dashboard?