Sort Opportunities by Task Due Date
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Sales & Marketing
Merged in a post:
Ability to Sort Opportunities by Scheduled Appointment Date
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Dennis de Ramos
One of our stages in our pipelines has "Scheduled Appointments" We would normally call all of them on the day of the appointment, but the lead tiles are only sorted by the date they were added to the pipeline. I would love the ability to sort the leads by the Appointment Date so we can easily see who we need to call for the day.We have the ability to add the appointment date by the checkbox in the top right corner of the Pipeline screen. I would like the ability to sort by that date as well.
HIGHLVL-I-2095
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Paige VBH
Wow! THis has been ongoing since 2020 - not looking good for me, but this needs to be actioned asap.
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Hide MyName
How is this not a thing? Why would I want to see an opportunity that has an appointment in 3 weeks at the top, but an upcoming appointment for tomorrow is buried below the fold?
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Sarah Deitz
Yes, my client has set up all the opportunities but is struggling as there is no way to sort by task due dates.
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Dejan Admin
Bump for this feature.
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Sale FX
This 100% needs to be added into the road map please!
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Pallavi Kothari
Merged in a post:
Sort by appointment date on Opportunities tab
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Hayley Twizell
On the Opportunities tab please add sort by appointment date, or sort by days until next appointment so that we can work from this tab and see exactly what is coming up next and the stage they are at.
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Ricky Ghotra
an absolute must for mortgage deals
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Curtis Coronado
Very useful feature espeically for sales teams
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Anamari D.
This is ultra needed feature. Hope it will be implemented - soon.
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