Opportunities by Category
I would like to run the report by name or if you could add a category column so we can categorize the opportunity by say aum, insurance, etc etc. and then you can run the report by category and by stage and get a really good idea of what type of business opportunity it is and where in the pipeline it is. That would add value to getting business done efficiently.
35
votes
Edward Bao
shared this idea
More information is needed internally before a decision can be made. Nothing is needed from Redtail clients at this time.
This suggestion is remaining open and can continue to gather votes and comments!
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Colin Murray
commented
I use Opportunities to track closed business. I need a field for the product sold or service provided.