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    Posts made by sanggtc82

    • Issues with Lead Value

      I noticed that the won value is currently being derived from the column lead.lead_value in DB . Therefore, I think be better to add a separate won_value column to store this value when a lead's status changes to "won." And on the dashboard, it should display the total of won_value instead of the total lead_value as it currently does.

      In the pipeline, when dragging a lead to the "won" stage, there is no popup appearing to enter the won value. Lastly, it would be helpful to show the won_value in the value details on the left side, just below the lead_value.

      These are my personal suggestions

      posted in General Discussion
      S
      sanggtc82
    • Issues with Lead Value

      I noticed that the won value is currently being derived from the column lead.lead_value in DB . Therefore, I think be better to add a separate won_value column to store this value when a lead's status changes to "won." And on the dashboard, it should display the total of won_value instead of the total lead_value as it currently does.

      In the pipeline, when dragging a lead to the "won" stage, there is no popup appearing to enter the won value. Lastly, it would be helpful to show the won_value in the value details on the left side, just below the lead_value.

      These are my personal suggestions

      posted in General Discussion
      S
      sanggtc82