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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
The text was updated successfully, but these errors were encountered:
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
The text was updated successfully, but these errors were encountered: