Deals & activities
Hi there,
Out team works by creating and completing activities along the day that help deals go through the sales pipeline until it is won or lost.
We need to clearly see when a deal has no activity in the Deals View panel, as this indicates that no advance with the deal can be made unless an activity is created and done. As of now in Bigin, we need to go to a custom view to see which deals have no activities, which is cumbersome.
What would be great is to see in the Deals View panel, the following:
1. If a deal has an activity, a gray sign is presented in the deal card. So we know the deal will get attention in the coming future.
2. If a deal has an activity and it is due today, a green sign is presented in the deal card. So we know the deal will get attention today.
2. If a deal has an activity but it is overdue, a red sign is presented in the deal card.
3. If a deal has no activity a yellow sign is presented in the deal card. So we know we have to create an activity to advance in the pipeline.
With all this discrete signs, we can see from de Deals View panel which deals need attention.
Can this be made possible in Bigin ?
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Mauricio
Guru Raja Subbaiah
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