In the pipeline/opportunity view for the reps, it shows completed Activity and Activity Date, with the completed activity history under the date for that opportunity. It would be helpful to get line of sight of the next steps, the follow up, by having the outstanding activity date in that pipeline view.
Jordan Monroe
| How often would this idea be used? | Daily |
| How much time would you save when the idea is implemented? | It would save hours of work |
| How many people at your company would benefit from this idea? | Most people (25 + ) |
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What problem is your idea trying to solve?
Getting the task/stage done is important, but even once a quote is submitted, the follow up is important. Having the next outstanding activity date show would help give line of sight in one place to next steps, otherwise it is by opportunity/by customer. |
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