Closing Soon Pod - List the Deal So You Can Click RIght On It and open in a new window/tab
On my Closing Soon pod, I'd like to have the deal name listed there so I can click on it and go right to that deal. Right now I have to go to the Account and then click on the deal from there. The pod is centered on the deals to close soon, so it makes sense to allow the user to get to the deal directly from that pod.
We have just finished testing this enhancement. The Closing Soon Pod will now show the deal name instead of the account name.
you can expect this in our next release, scheduled for early summer.
Thanks!
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AdminRyan Moore (Product Owner, Matrix) commented
Do you feel that you need both Account and Deal names in order for this pod to be relevant, or would you prefer that we swap out the account name with the deal name?