Globally Customize Users' Pipeline Columns
gathering votes
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Jake Hales (Gee Corporate)
I would like to be able to change the default pipeline columns across my organization. I am always adding Vehicle, Trade vehicle, Source Description and Last Note to the pipe views.
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Matt Like
This would be a great feature for managers to have access to, if we have processes built around the pipeline for multiple employees to follow. It should probably be a toggle to change global settings for a certain view or even have the ability to select which users/groups we want to have the same view.
Drew Adler
gathering votes
Drew Adler
under review
Drew Adler
Hey Jake Hales (Gee Corporate) - each user is able to customize their Pipeline columns per each individual stage! Is this request suggestion that someone would like to be able to control the selected Columns for users on a global scale for the dealership?
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Jake Hales (Gee Corporate)
Drew Adler: Yes global! Otherwise I have to coach user to user for all 750 sales people!
Drew Adler
Jake Hales (Gee Corporate): Understood, thank you!