Only show active Deals from the Contact or Company page
We are wondering what others think about adding a filter to the deals that you can see in the sidebar from any contact or company record.
We have many contacts who we have created 10 or more deals for them and will have only one or 2 that are "active". All the older ones are either won or lost.
We typically only need to see the deals that are active and often it means clicking into the deals page to find them because the older deals are at the top of the list.
- This will help any sales team in easily accessing the information that is current. (Old deals will still be there but you would need to click through to the deals view to see them)
- The value it will add will be huge time saving by less clicking back and forwards.
The least that could happen is that active deals should be sorted to show at the top of the list.
What does everyone think?