Skip to main content
Focusing specifically on a renewal forecast dashboard usecase - We've used MDA objects, added all the necessary fields and reported on all the different pieces involved in a renewal but there's the limitation that the team cannot enter their comments/inputs into the dashboard or tag other members of the team. Being able to do this would be so great!! No more Google Docs!





Could we add a Comments field from CTAs/an activity timeline field to reports? This field would then be editable and the edits would get saved to a CTA.
Be the first to reply!

Reply