Ability to add new columns to the deal sheet window on the account form in CRM

Regularly get asked if the deal sheet section on the accounts page can be edited to show/remove columns. In particular - deal stage - and a "brief description" type of field.

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  • Aug 12 2019
  • Already exists
Sponsorship & Partner Engagement
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    • Admin
      Marc Roots commented
      February 14, 2020 17:31

      We can actually customize the forms and views in PSS (there are limitations). Check with the other success members.

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