New Field called 'Description' under the Stage Name in a Pipeline

New Field called 'Description' under the Stage Name in a Pipeline

I would love a new Field of a Description field under the Stage name.

This would be for clarity on what the Stage is intended for (to not only help new Staff but to also or describe any automation or workflow process when dragged to this Stage)

e.g. 
Pipeline > Customer Engagement
Stage > Customer to Engage Offer
Description (just under the Stage name) Example text: This stage is to get customers onboard. Marketing dept will concentrate on this Stage. After 3 days of Last Activity on Deal, email template: Follow Up will automatically be sent to Customer.

Even if there were some hover text or something, it would be a big win for us.

There would then be clarity in what is behind the scenes of this Stage i.e. automation and workflow, so Staff are fully aware of not only what this Stage is for but also to know what the current automation or workflow behind the scenes are and know not to duplicate sending an email if they know the automation already is there in sending the email.

n.b. I have tested other small business CRM's using trial periods and they don't have this functionality either.

Perhaps this could make Bigin surpass all the other competitors with this simple field addition! :-)

Thanks for listening!




    Access your files securely from anywhere

        Zoho Developer Community




                                  Zoho Desk Resources

                                  • Desk Community Learning Series


                                  • Digest


                                  • Functions


                                  • Meetups


                                  • Kbase


                                  • Resources


                                  • Glossary


                                  • Desk Marketplace


                                  • MVP Corner


                                  • Word of the Day



                                      Zoho Marketing Automation


                                              Manage your brands on social media



                                                    Zoho TeamInbox Resources

                                                      Zoho DataPrep Resources



                                                        Zoho CRM Plus Resources

                                                          Zoho Books Resources


                                                            Zoho Subscriptions Resources

                                                              Zoho Projects Resources


                                                                Zoho Sprints Resources


                                                                  Qntrl Resources


                                                                    Zoho Creator Resources



                                                                        Zoho Campaigns Resources


                                                                          Zoho CRM Resources

                                                                          • CRM Community Learning Series

                                                                            CRM Community Learning Series


                                                                          • Kaizen

                                                                            Kaizen

                                                                          • Functions

                                                                            Functions

                                                                          • Meetups

                                                                            Meetups

                                                                          • Kbase

                                                                            Kbase

                                                                          • Resources

                                                                            Resources

                                                                          • Digest

                                                                            Digest

                                                                          • CRM Marketplace

                                                                            CRM Marketplace

                                                                          • MVP Corner

                                                                            MVP Corner





                                                                              Design. Discuss. Deliver.

                                                                              Create visually engaging stories with Zoho Show.

                                                                              Get Started Now