Ability to sort opportunity cards within each column however you like
N
Nate Griffith
Currently there are only a few ways to order/sort the opportunity cards within each column
- created on
- updated on
- last stage changed date
- last status change date
- opportunity name
- stage
- status
None of these work for my sales team. My sales team wants the ability to fully customize the way they are ordered (the sorting categories listed above aren't relevant to my team).
They should be able to drag each card and sort them how they want to
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S
Sales & Marketing
Merged in a post:
Sort with Due Date
B
Bob Taylor
only sort is date interred, there should be other option Like Due date. that is what we need when doing jobs for customers we need to know at a glance not have to look in some other place to find it. This would make a big difference with a small change or addition.
K
Konny Mesias
This would be a game changer for our business! I would save a lot of time and have much more clarity of the order of invoices and clients due dates.
C
Cindy Halvorson
Crucial for my business to sort invoices by due date. Not having this function has created toooo many extra steps for my team when I am looking to streamline time and function.
P
Pallavi Kothari
Merged in a post:
Sort Opportunity Order However You Want
N
Nate Griffith
Within pipelines, we track the sales process and when we have multiple opportunity cards under the same stage, it is very difficult to visually see and prioritize which leads are the most time sensitive
When using clickup and their pipeline feature, my sales team had the ability to drag, drop and reorder the opportunity cards within the same stage however they wanted
The current 'sort' options in the pipelines don't work for us
I would like our team to have the ability to sort the cards in whatever way they want. We should be able to reorder them in whatever way we want so we don't have to scroll and find them randomly