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Edward Bao

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  1. 341 votes
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    Edward Bao supported this idea  · 
  2. 64 votes
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    Edward Bao supported this idea  · 
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    Edward Bao commented  · 

    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.

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