I'd like to change the weight of a deal without going into the edit dialog
Add the ability to change a weight on the same screen where we enter in the dollars of a deal. We modify the weight on every deal so that would be a big time saver for us!
Mindy Gibson
shared this idea
Weights have now been added to the Quick Deals edit so you no longer need to go to another page in order to update the weight.
The best place to do a quick deal is either from your Sales Outlook Pod as an AE, the Account List as an AE or MGR, or the AE Scorecard for a Manager.
Enjoy your extra time!
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AdminRyan Moore
(Product Owner, Matrix)
commented
Alright, that makes it much clearer now that we know the business scenario. I'll edit the request to reflect that.
Thank you for responding with the additional information.
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Mindy Gibson
commented
Yes I would like it in a different location. EVERY deal we do has a weight so I don't want them to have to go to the edit field for every single one. That would be the ONLY reason they go to the edit field, so we would like it right on the main deal management page if it gets enough votes.
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AdminRyan Moore
(Product Owner, Matrix)
commented
A weight exists for deals right now. It can be set from the Edit Deal Dialog, initiated by clicking the edit pencil on a deal
A weight can be viewed from the Details hover which gives you quick information about the deal beyond the dollar placement.
Are you asking to place it in a different location? I'm not understanding the root need or concern that you have in order to try and get a solution together.
Let me know at your convenience.
Thanks!