Need notes area to give additional information on Deals/Activities
An area where one could input notes or additional information about a deal seems necessary. This would answer simple questions a manager may wonder like a share of a buy or additional info about the sale. This would especially come in handy when a deal is lost so that a manager can offer input for future plans.
Allan Mower
shared this idea
We have just finished testing this feature. You can expect it in an upcoming release as part of a better deal experience early next year. Thank you for your patience!
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AdminRyan Moore
(Product Owner, Matrix)
commented
This sounds like a great idea. We're working on a new and improved way to handle notes that will treat them more like forum posts and less like a large memo field. Once we get this feature worked out, we'll look into placing notes on the deals page.
Thanks for the input!