We'd like a way to archive opportunities by year so the information at the top (Closed Won and Closed Lost) is for the current year only rather than since the beginning of time.
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. This suggestion is remaining open and can continue to gather votes and comments!
Kerri Kuykendall commented
Where is list Potential, Closed Won, Closed Lost as you know it shows total # inputed in the system. Is there a way to change it or add a section that reflects yearly? Not a filter. I believe more people are concerned with yearly tracking instead of life time. Lifetimes cool to see if you want to, but yearly is more important in running a business