Advanced editable grid to update deals with ability to personalize columns
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|Enabled for||Public preview||Early access||General availability|
|Users by admins, makers, or analysts||Jul 15, 2021||-||-|
When managing their pipeline, sellers want to quickly update key information. The inline editable grid in the deal manager workspace makes editing records much easier with a tabular form. Sellers can update records like they update a spreadsheet. Users can quickly sift through their opportunities in a tabular format and instantly make updates. Sellers can also personalize the grid to only include the columns that are relevant to them.
This feature offers users the ability to:
- Edit fields inline.
- Filter, sort, search, and reorder data in the grid.
- Show or hide columns in the grid.
- Add columns to the grid.
- See aggregations for numeric columns.
- Run business logic on grid actions after the administrator uploads a web resource