Deal Sheet and Deal Wizard Search Results Additional Fields

Is it possible to show more details/fields when searching for an Account, Contact, or Opportunity when in the Deal Wizard and when editing a Deal Sheet? If there are multiple 'Bob Smith' contacts or accounts in CRM, when I search for that name all I get is a list of 10 'Bob Smith' and no other information. It'd be helpful to show email address and/or phone number for each search result. When dealing with Opportunities, it'd be helpful to see a few other key fields like season, created date, close date, status etc.

  • Guest
  • Jun 24 2024
  • Needs review
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