Right now I will have to open each deal to check its status. I am looking for a way to create 1 overview of either: Particular deals or all deals from particular stage(s) and their latest added notes.
The way I envision is that in Excel the first column is dedicated to these Deals, the 2nd column to the latest added note of that deal, the third column to the 2nd latest note, etc.
Is there any way to make this possible?