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Opportunity sorting

New Member
Posts: 2
Country: Australia

Opportunity sorting

Hello,

 

it would be great if someone can help me with this:

 

I have a bunch of opportunities. Is it possible to select /  highlight several opportunites (say, 10), and then sort by probability among these 10 opportunities?

 

Thanks a lot,

Eddie

Nickel Elite Contributor
Posts: 531
Country: USA

Re: Opportunity sorting

Hi Eddie,

 

Yes you can do this very simply.

 

Go to your Opportunity List View and highlight the Opportunities you want by holding dfown CTRL and clicking on the ones you want.

 

Once you have the ones you want highlighted, right click and select "Lookup Selected"

 

This will give you a list of just those you highlighted.  If you do not already have the Probability of Close field on the list view, right click and select Customize Columns.  Add the Probability of Close to the right hand side, and then click OK.   Now, click on the Probability of Close column heading to sort by that field. 

Michael Kadlub
Act! Support Manager
Keystroke Quality Computing Inc.
800-857-0558, x.310
MichaelK@kqc.ca
www.keystroke.ca
New Member
Posts: 2
Country: Australia

Re: Opportunity sorting

Thanks a lot Michael.

 

It works!!