Closer on contact card
gathering votes
S
Steven Bennett
Would be great if we could also see the close real quick on contact card and not only on open tab
Created by Laura Brewer
T
Tanya Charles
100% agree the desk manager should not have to take the extra steps to open up the open deal tab to add the person that is desking it, a desk manager is not a closer having the manager in the side tab makes sense so that you know who worked the deal or is working it.
J
Jacob Coleman
updated the status to
gathering votes
J
Jacob Coleman
Hi Steven, thanks for the feature request! We'll continue to gather votes on this, and you'll receive any updates automatically.
Shelby Parker
Great to hear your perspective, Steven Bennett! Following up on this:
- Could you please clarify what you mean by 'close' and 'contact card' in this context?
- Could you provide more details on how you envision this feature improving your workflow?
- Are there any specific pieces of information you would like to see on the contact card?