Make edits in kanban view
We spend a lot of time updating Opportunities by opening new tabs for each deal. A lot of the key fields are on display in the Kanban view. Some examples we use are, 'Estimated close date' and 'opportunitiy value'. It would make our pipeline management a lot easier if we could edit these fields from the kanban view and not have to click and load each opportunity before we can make changes.
If this was possible, it would have a great impact to productivity for a lot of users.
Topic Participants
Michael
Sunderjan Siddharth
Hervé
Ashwinth Shekar
Sticky Posts
How to Add Users to your Organization in ZohoMail?
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