Show Deal Status in Visit Dashboard | Feature Requests

Show Deal Status in Visit Dashboard

Erica Birdsong

When viewing the total visits for the day under dashboard, it would be helpful to see the customer's current stage alongside their info without having to select into their customer card

Created by Trevor Newman

Shelby Parker

Thanks for the suggestion, Erica Birdsong — this is really helpful. I can see how having the customer’s current stage visible right in the Visit Dashboard would save a lot of clicks. I’m sharing this with the team for review, and we’ll follow up if we need any additional details on your workflow.