CRM Lost opportunities
Sort/ filter for Lost customers today, this week, mth, date range with an option to sort by column headings and product code to see where in the process jobs are being lost and what categories
Sort/ filter for Lost customers today, this week, mth, date range with an option to sort by column headings and product code to see where in the process jobs are being lost and what categories
Comments
Couldn't agree more. There needs to be a way to export to XLS or something similar so it can be reviewed by management to see if adjustments need to be made on the sales end. Just having it show in a long list that can't be printed, sorted, etc. is practically useless.
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