Configurable Deal Sheet Fields on Activity Screen

Can we make it configurable which fields show and are mandatory on the “Deal Sheet Opportunity” section of the Activity Screen. Just like the Call Screen Field Configuration, we should have a list of available fields to add. I’m thinking specifically “Description” but we might as well make it configurable. This can tie into the request above because I’d like to make Description an option to pre-populate in the Campaign tool.

  • Marc Roots
  • Oct 12 2016
  • Future consideration
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