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AValentine4
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Anastasia Valentine

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AValentine4 on June 03, 2022
Customized Closed Lost Drop Downs By Pipeline
I'm searching for a way to have different closed lost options depending on the pipeline being used. Scenario: We have different pipelines for different teams/product offerings. The Closed Lost reasons will be different depending on the pipeline. Any read more
Reply Discussion Sales
0 upvote
2 Replies
Mmccarthy on February 27, 2020
Filter Dashboards by ANY field
I would like the ability to filter a dashboard by ANY field. Right now the only options are: Date, Owner, Teams, Deal / Ticket Pipeline. We want to filter by a custom field called Products, or antoher called Type.
Reply Idea Sales Reporting
210 upvotes
58 Replies
AValentine4
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February 23, 2022
Definitely need this for filtering individual dashboards to measure rep performance. We may have up to 3 reps working on a deal in different capaciti...read more
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