How to change form order on Deal Manager/Sales Pipeline page?

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Posted on by ToniG

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Hello!

I am configuring Sales Hub for my organization, and I'm using the preview feature of the Deal Manager/Sales pipeline opportunity view. When you click on an opportunity, the form flies in from the right and you can manage the opportunity right from the view. Very cool! However, it's using a form that I haven't enabled in the model driven app, that's for another division. I look and see it includes ALL of my forms in the drop down. So I changed the order to put my desired form first in order, and after publishing.... no change. Below is the order it shows on the Deal Manager view, and the order I have them in the Opportunity Table. Any ideas how I can get this changed?

Categories:

Sales Insights

Leads or Opportunities

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Eiken on at

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RE: How to change form order on Deal Manager/Sales Pipeline page?

Hi,

Pipeline opportunity view is a preview feature. Some features are not yet perfect.

I recommend you to create a new idea through the below URL, then ask your colleagues to raise up the votes.

Ideas (dynamics.com)

Our product team has direct visibility of these ideas and they will implement it on the basis of the highest number of votes received.