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Filtering problems, won't filter by process

New Member
Posts: 2
Country: canada

Filtering problems, won't filter by process

I am having problems with filtering - I have set up several new processes and when I go to the Opportunity List and try to filter by process it does not work - all my opportunities show up regardless of the process name.  Also my pipeline does not show the correct data.  Does anyone have a solution to this?

Thanks

 
Nickel Elite Contributor
Posts: 595
Country: USA

Re: Filtering problems, won't filter by process

The default opportunity reports are not designed to group by process.
Roy Laudenslager
ACT! Certified Consultant
Techbenders
royel@techbenders.com