Kanban style view of all customers in a specific successcycle
As a manager or a CSM, I'd want to be able to have a Kanban style view of all of my customers within a specific successcyle.
This becomes critically important when there are multiple concurrent successcycles. As it stands right now, a CSM could not get a grid view of their customers in a successcycle, nor can they filter in their task list.
I've recorded a video to describe in more detail: https://www.loom.com/share/71618752db4b4e0ba5fc0bbceb83f021
Bonus: Here you should be able to have the ability to drag a customer from one stage to the next.
This becomes critically important when there are multiple concurrent successcycles. As it stands right now, a CSM could not get a grid view of their customers in a successcycle, nor can they filter in their task list.
I've recorded a video to describe in more detail: https://www.loom.com/share/71618752db4b4e0ba5fc0bbceb83f021
Bonus: Here you should be able to have the ability to drag a customer from one stage to the next.
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