Is there an option to filter "relationship panels that I'm missing - or is this planned - or how do other users deal with this?
For one of our strategic customers over a few years we will have hundreds of opportunities created, some won, some lost.
For Opportunities I would imagine a default filter to only show open opportunities?
Likewise for contacts, for a strategic customer we should have a few hundred contacts there - here I would imaging a panel search being useful. I know you can click the arrow drop-down then select then create a search but it seems like way to many clicks.
Thoughts?
Kind regards
Olof
For one of our strategic customers over a few years we will have hundreds of opportunities created, some won, some lost.
For Opportunities I would imagine a default filter to only show open opportunities?
Likewise for contacts, for a strategic customer we should have a few hundred contacts there - here I would imaging a panel search being useful. I know you can click the arrow drop-down then select then create a search but it seems like way to many clicks.
Thoughts?
Kind regards
Olof
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