I have a similar question but in regards to the Deal Cards in a Company Record. The deals don't follow a logic or priority, so we'll have closed or qualified out deals interspersed with open deals. Is there a way to set tose to sort by deal stage or priority?
Hi Josh, thanks for your answer here. Is it possible to always sort the deals by closing date? So far, as I tried, this setting is not saved and I would always would have to sort the pipeline again as soon as I load the page new. Thanks in advance!