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 - -

Business value

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.

Feature details

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

See also

Customize the editable grid in deal manager (docs)