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CRM not save the WON value and show the won value on Lead tab #1733

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sanggtc82 opened this issue Nov 15, 2024 · 0 comments
Open

CRM not save the WON value and show the won value on Lead tab #1733

sanggtc82 opened this issue Nov 15, 2024 · 0 comments

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@sanggtc82
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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

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