Save Filter Set within Opportunities Across Sub-Accounts
H
Henry Moncrieff
Need the ability to save filters settings in the opportunities window. So that the same filters within opportunities are viewed across many sub-accounts.
For example, for my client's sub-accounts I want them to always be seeing "open" and "won" opportunities in their pipeline.
However, when we create a new sub-account, the default filter setting under opportunities seems to be "open" only.
This means I need to get my clients to manually change the filter on their end, as I have no way of controlling it - even if I "log in as" my client, and change the filter, it still doesn't change on their end.
Obviously I want to avoid having my clients do manual set up adjustments like this.
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B
Bryan Clark
Yes, need this badly. Hubspot can do it - HighLevel should be able to save filters for opportunity lists. Too much admin to do it everytime for long opportunity lists.
N
Nenad Plavsic
Yeah, we need this badly as well!