I’d like to be able to customise the New Deal window with other important information. The current one is not great. I want to be able to fill out this information immediately instead of manually going into the deal and entering the additional information every single time.
In addition, we have previously used Hubspot and they have a feature where you can customise the pop up when you change pipeline stage.
For example, we we change from Stage1 to Stage2, Hubspot won’t let you progress until you complete a field with the date the client paid their deposit. Making it mandatory is integral to our business and reporting.
If anyone has a decent workaround for this, please advise.