03-24-2016 05:44 AM
Recently moved to the Cloud Based version and whilst some features are faster we are all finding the 'Opportunity List' slow to load/re-order.
ideally we'd like it to open with most recent Opportunity first, instead it opens at an old quote and difficult to see what field it is using to sort by!
How do I set it up to always open at most recent at top of the page, BY DEFAULT?
03-29-2016 02:13 PM
Unfortunately... the preference of the opportunities list is not retained...