Add customizable fields in Opportunities/ability to add or remove fields when viewing Opportunities
We build reports back to our financial institution for qualified referrals. It would be a nice-to-have customizable fields we can input when creating opportunities. i.e., if "referred by" was available within the opportunity. Source is already there. It would be nice to see who the opportunity was referred by, instead of hunting for it in the contact details. Further, it would be nice to be able to build our lists with custom data sets. In this example, I'd like to add the name of the referrer next to the source when I see my opportunity list. Having customizable fields and the ability to remove or add what we see in the opportunity list would be a massive benefit.
Kurtis Anderson
shared this idea
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Larry Piotrowski
commented
The referred by aspect given in the example would be tremendously beneficial.
Also, as part of our New Business Development team, we would like customizable fields to track the location a new client resides in - City/County/State would benefit immensely to be able to target sales efforts.
We don't use probability at all. It would be great to be able to delete that field all together for us.
Unless I'm not finding it, bar graph and pie chart reports would be a fantastic add as well. Sure, we could run a report in RT and export it to excel, then create the graphs and charts. But if we're going to do that, we would just use excel to input the information as well.