List View of Opportunities
in progress
c
cesar@aheadofthegamemarketing.com
I have used Pipedrive for a long time, and I think you all could create a simple list view of Opportunities so that we can sort by "Task Due Date". That would make the pipeline much easier to work at a birds-eye level. Without this, we currently have to open each opportunity one by one and go to Tasks to find out when the follow up date is for the next action. Here are both views in Pipedrive.Pipeline View (Like ours now): https://www.screencast.com/t/uGt2qn1wmqTList View: https://www.screencast.com/t/XFsiLd7gPMSVBeing able to do custom columns in List View is very handy. Being able to do Bulk Edits via check box selection in list view is also very handy. But it would be great to at least start with being able to sort by task date. This might actually allow us to fully replace our current CRMs.Hope you will consider!Thank you!Cesar
HIGHLVL-I-1715
P
Pallavi Kothari
in progress
J
Juan Jaramillo
Pallavi Kothari 😍😍😍😍😍😍
J
JP Maroney
Pallavi Kothari YES!
R
Rami Adra
any update on when this is live?
R
Renato Gervasi
Rami Adra it is crazy they did not do this feature yet!
R
Rami Adra
Renato Gervasi on start of April townhall they said its now close and due in Q2, but looks like it will be very soon as they had some screen shots of how it will look/work and its looks amazing super keen to get this working
R
Renato Gervasi
Rami Adra really? that will be so cool!!!
M
Michael Garcia
This would be great. Add ability to sort by a field would be great as well. Such as by a custom date or numeric value.
A
Antonio G
totally agree.
We need this feature!
I would also like a color customization for each row or stage, in order to highlight rows with different colors (as it happens with appointments).
J
John Reid
This feature is a MUST have for our (many) companies. Please add this simple feature to the top of your list.
F
Francois Visser
This would be an amazing feature
D
David Christman
when highlevel misses, they miss big!
N
Nate Griffith
Organize Opportunity Cards Freely (not just based on date added)
- Right now opportunities can be organized based on date added to the pipeline. However, it would be very helpful if we could organize the opportunities within each column how ever we see fit (not just based on date added). My sales team likes to organize their leads within each column based on priority. They use their own judgment to determine the priority of each lead within each column. For example: a lead that might be ready to move to the next step might be on a 2 week vacation, so we would want to move them down the column and focus on other leads that are closer to converting. To summarize, We'd like to organize the opportunity cards within each column freely. Right now we can only order them based on date added
R
Russell Miller
Request in addition to this
Is to be able to keep your location on the page, whether in a list view or board view, when you click on an opportunity make an edit and go back, to not have to scroll all the way back to where you were to get to the next opportunity.
P
Pallavi Kothari
under review
R
Renato Gervasi
Pallavi Kothari What does it mean? We need it developed ASAP! Thanks!
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