Sort Reports
There is very little way for our sales team to generate a call list of opportunities they're working. One of my people currently has seven pages assigned to him and the list INCLUDES LOST items. We need to be able to sort Reports by the header field
AND
be able to select which fields are in the headers (like end date).
New search has now been released and you can build these reports
3 comments
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AdminTactile CRM
(Admin, omelett.es)
commented
We're looking into this. We have a few more stock reports we're going to release, and don't forget you can change which opportunities you see by hovering over the opportunities tab.
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Brant Williams commented
Would be even more useful in the Opportunities Tab then reporets...that way the sales team can actually work from the tab. Right now that tab is mostly useless.
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Brad Hole commented
yes, we really need this!