ConcourseSuite Support - Discussion - Concursive Corporation

Discuss Pipeline Management

Sorting on the Pipeline homepage

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Sorting on the Pipeline homepage

5/15/2005 11:07 PM EDT

How is the list of my opportunities sorted? It doesn't seem to have any order, not by size, name, chronology, account or anything else I can think of.

Also, it would be nice to be able to dictate what is displayed here. All I can see is "Account: Name" and "Amount". I'd like to be able to see things like %age chance of closing (or anything else that I dictate), and then be able to sort on the columns.

Is this possible right now, and I just don't know how? If it's not possible, what is the chance of having it added?

Thanks,

Aidan

1. 5/16/2005 10:36 AM EDT (edited)

By Kailash Bhoopalam

Aidan,
You can choose to search your opportunities. If you leave all the fields in the search criterea blank (or leave as defaults) you will be displayed a list of opportunities which you can sort by a number of criteria.

-Kailash

2. 5/16/2005 10:36 PM EDT

By Aidan Rogers

Thanks!

3. 5/31/2005 12:49 PM EDT

By kumi rauf

It would be nice to be able to have the opportunities that have a probability of closing that is higher than a certain percentage to show up in red. How doable is this?

4. 6/1/2005 6:41 AM EDT

By Tom Manos

Kumi,

We hadn't thought of this one, but it's certainly doable. We'll talk about it internally and get it on the development schedule.

-Tom

4 results found