Drag and drop / manual updates to pipeline
complete
A
Amy Dudbridge
I'd like to be able to manually drag and drop the cards in the sales pipeline rather than having to move them via the automation. OR, I'd like to be able to enter my own discovery information that results in the card being moved. At the moment I have to pretend to send a form as if I was a customer to get it to move, but usually I've been on a zoom call with them and already have all the discovery information to hand.
Geoff Mina
complete
This is complete and deployed as part of the new Sales Pipeline.
https://help.hecticapp.com/en/articles/6093691-sales-pipeline
Geoff Mina
in progress