Add Account Column to the "Closing Soon" Pod.
Just wanted to share - as a new user of Matrix, it would be very helpful to see the client name next to the deals in the street level view. Otherwise the deal name has no real significance and I can't be sure who it pertains to. For example, we have regular packages that might get pitched to multiple clients. Unless I include the client name in the title of the deal, I'd have no way of knowing which client each deal pertains to. It would help to at least have the option to include the client along with the deal name in that view. Thanks!
Andrew Lohmann
shared this idea
We have taken the Closing Soon pod from Classic and incorporated this into the Deals workflow within Monarch. Navigate to the Deals page and change the view from Pipeline to Closing Soon. You’ll see the deal name and account on the deal.