Kerry
My feedback
45 results found
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3 votes
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Kerry
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26 votes
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Kerry
supported this idea
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409 votes
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Kerry
supported this idea
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35 votes
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Kerry
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202 votes
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Kerry
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1,253 votes
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Kerry
supported this idea
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97 votes
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Kerry
supported this idea
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56 votes
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Kerry
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130 votes
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Kerry
supported this idea
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910 votes
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Kerry
supported this idea
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101 votes
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Kerry
supported this idea
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100 votes
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Kerry
supported this idea
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100 votes
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Kerry
supported this idea
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149 votes
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Kerry
supported this idea
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262 votes
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Kerry
supported this idea
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87 votes
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Kerry
supported this idea
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80 votes
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Kerry
supported this idea
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842 votes
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Kerry
supported this idea
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101 votes
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supported this idea
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97 votes
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Kerry
supported this idea
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I love that we can customize opportunity stages, but it would be even better if they could be sorted a little more easily. Our firm added 'Closed-Disqualified' to the list of opportunity stages, but it is still showing those opportunities with the open ones. Is there a way to make it so that they are separate from the open ones? It would be much more convenient if any customized stages that start with 'Closed' were put with the other closed opportunities. In this case, these are prospects who were interested in investing but were far under the threshold for initial investments. I would delete them or mark them as 'Closed-Lost' but we are trying to track the amount of business turned away to see if we need to re-evaluate our minimum account amount.