Kerry
My feedback
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155 votes
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272 votes
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100 votes
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87 votes
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886 votes
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105 votes
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103 votes
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Kerry
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548 votes
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commented
Please provide a custom export option for opportunities.
Kerry
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382 votes
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1,985 votes
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Kerry
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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.