📋 CRM Fields in the Deal Table
Priority, next steps, deal source, and any other CRM field can now sit as a column in the Airspeed deal table. Run the whole deal review in one view instead of switching tabs mid sentence...
Bring your CRM fields into the deal table and keep deal reviews in one view.
CRM fields already show on the deal board. Now they show in the list too, so the view you run a pipeline review from carries the same context as the card.
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Pick the fields your team runs on. Priority, next steps, deal source, renewal date, or any custom field your ops team built.
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Set it up once, for everyone. Admins open List on the Deals page, click the column settings cog, choose Manage CRM fields, then select fields under Deal table fields and click Save.
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Arrange the table how you read it. Your selected fields appear as columns. Use the column settings to show, hide, or reorder them.
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Spot the blanks before the review does. Empty cells stand out in a table, which is the quickest CRM hygiene pass there is.
One table, the whole deal.