The Deal Card Custom Field Column in the Master Report is a section that lets you show specific details about each deal. It makes your reports more personalized and helps you see important information at a glance.
Use Case: Easily view customized deal details in one column.
Note: This feature is in both the sales dashboard and Deal charts.
To View the Enhancement:
- Navigate to the Pipelines module.
- Click on the ellipsis icon located in the top right corner.
- From the dropdown, select ‘Deal Charts’.
- Select ‘Master Report’ from the deal charts option.
- There you will be able to view the custom field column for the deal card you created.
