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by Silver Elite Contributor
on ‎08-10-2011 01:06 AM

And I would add history charts for:

 

Calls/Meetings/ToDos COMPLETED last calendar month / last week/ last quarter

 

And change the activity filters throughout to allow Show Completed Only.

 

Jeff

by Silver Elite Contributor
on ‎08-10-2011 01:07 AM

And, allow named custom activities to be charted.

by jpenney
on ‎08-19-2011 01:51 AM

Opportunities Management in the present format are very basic and not very helpful where a client wants to manage opportunities for various trades or job types. 

 

Current Opportunities Dashboards do not allow for inclusion of different processes in the display. Which means that the Top 10 and similar filters do not provide an accurate representation of the Opportunities that are in progress.  We can see the split of the various stages within a Process but not the split between Processes.

 

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