Is it possible to stack rank deals in a specific stage?SOLVE
Feb 24, 2020 5:08 AM
I know it's possible to apply sorting to the deals in a stage (e.g. close date, amount etc.) but what if I want to stack rank (prioritize) deals within a stage? Ideally, I would just drag/drop them into the highest/lowest priority, but that isn't possible.
Is there another way to address this?
Solved! Go to Solution.
Feb 24, 2020 8:10 AM
The best way to address this is by using the sort feature. I'd recommend creating a custom property called something like "Priority". You can then use a dropdown and label as 1, 2, 3 and then sort A-Z which will automatically keep your higher priority ones at the top.
If you want this to happen at a specific stage, you can add the deal priority property to be asked at that particular stage when the reps move it there.
I know this isn't exactly what you were hoping for, but at this time it's the best solution.
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