Filtering Opportunities by their Last Activity
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B
Brian Del Terzo
I found a couple of similar requests that seem closely related to this idea:
The ability to sort and filter opportunity cards within each pipeline stage by Last Contacted or Last Activity, similar to the way we can manage contacts in a Smart List, would be extremely helpful for sales reps who use Opportunities to manage their daily follow-up responsibilities.
Being able to quickly see which opportunities have gone the longest without contact would make it much easier to prioritize follow-up and prevent leads from falling through the cracks. Ideally, this could be combined with filters such as Opportunity Owner so a rep could open a pipeline and immediately see their opportunities prioritized by last activity.
I was also advised by HighLevel support that this type of functionality is already under review, and that the development team is working toward enabling default/saved Opportunity views. That would make this even more useful because users could set a preferred view, for example, "Opportunities assigned to me, sorted by Last Activity," rather than having to reapply the Owner filter every day.
These features together would make the Opportunities pipeline much more effective as a day-to-day sales management and follow-up tool.
Would love to hear from HighLevel on these needs. Thanks!
A
Andrew Ferreira
you can do it. I just figured it out.
Change the pipeline view to List, then you gonna see the filter.