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New Views in Opportunities

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  • 3 Replies
M
New Contributor
Matt VeglianteNew Contributor
Filter Opportunity Module by Free Text Field

I would like to be able to filter and sort opportunities in the Opportunity Module by free text fields i.e. Sales Notes and Next Steps. Specifically, we use Clari enforce opportunity hyigene, it would be helpful to be able to sort opportunities to see when notes have not been entered.

933
lyuda.rogers
Clari

About this group

Single view experience for everyone. All the changes below are oriented around creating more transparency and accuracy when collaborating on views. Rather than allowing everyone to have different columns and interpretations of the same view, we are providing everyone with a consistent experience based on the view owner’s setup. Columns and their ordering, groups, etc... for anyone looking at a shared view will match the owner’s experience. Anyone can duplicate the view and customize it to their needs without overriding the original view.

Members

Kenna
Community Manager
ashubel
Clari
belrod
Engaged Member
lyuda.rogers
Clari
J
New Member
M
New Contributor
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