Skip to Main Content
Sage Construction Management Ideas Portal
ADD A NEW IDEA

Lead Stages

Showing 2 of 585

Allow for filtering/reorganization of Kanban style Lead View

We're excited to see the new Kanban view! Currently, the stages in KanBan style lead view are ordered alphabetically from right to left. Some users may prefer this ordering; however, I would prefer to have the stages in order of lead stage (ie. mi...
Carl Lyles about 2 months ago in BI Summary Dashboards / Lead Stages / Leads (Active or Intactive) 2 Planned

Make the Lead Stages sequence editable

If you want to add some additional stages you can't get them into the correct sequence as the stage number is used as key information (see attached) The sequence is important for display order and how analytics and last stages works. Main issue wo...
Tim Smith 3 months ago in Feature Settings / Lead Stages 2 Future consideration