Settings and activity
6 results found
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20 votes
An error occurred while saving the comment Andy Levy supported this idea ·
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2 votes
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2 votes
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2 votes
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8 votes
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3 votes
would like to run list of current deals by "product" and then within each product section of the list, second sort by close date (or some other field). Or would run list first by territory and then by date or product. Yes, we could create separate lists to do this but it is more convenient for a sales review to have one list.
Example:
Product Prospect Close date $$$
Product A Company 1 1/1/21 $100,000
Product A Company 4 2/1/21 $400,000
Product A Company 2 2/25/21 $20,000
Product B Company 5 1/15/21 $100,000
Product B Company 3 4/1/21 $50,000