CloudLink Ideas Portal

Create a Phase Total View

I would like to be able to see how many deals TOTAL are in a given phase. Ex: our Phase 1 ("pre-invoicing") houses between 3 & 6 roles and their given checklists. A deal can be in all or just 1 of these. Because of that I can never really get a good idea of how many deals are sitting in my  Phase 1 at any given time. I have to export each "role" within phase 1 and clean out duplicates to determine that. This type of view in either report or on the workflow view I think would be helpful for all dealers regardless of how their workflow is set up.  

  • Kelly Kotara
  • Oct 16 2018
  • Needs more votes
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