Hi, could someone advise how I can re-organise the order in which stages are showing on my report? It’s showing it out of order.
I have seen a previous discussion similar to my inquiry, and I have already changed the ‘View by’ to display Opp Stage as ‘Opp stage rank’ but that just assigns numbers to the stages in the order in which they appear on the report- not in the actual stage.
Screenshot below for reference- the order in the actual pipeline is ‘Inquiry, Qualification, Scheduling, Scheduled, Follow-up, Proposal/Quote, Contract’.
Please can someone advise on how I can solve this? Thank you!
Best answer by Michelle from CopperView original
@patrycjad, thanks for posting! It should show up in the same order as your pipeline, so I’m going to get some input from my colleague. Have you ever changed the order of the stages, either recently or in the past?
@Michelle from Copper, thank you for your response! No, we haven’t changed the order per se, but we have added new stages. Could you advise how to get this fixed? Thank you for your support :)
@patrycjad, I found that the issue you are experiencing is a bug in our system. I’ve added your account to the engineers’ bug report, and I’ll also create a ticket for you so that our technical support team can keep you updated on it. You’ll get an email from our system about that. Since this is a bug, that’s as much as I can help you with this particular issue. But if you have further questions about, you can get in touch with our technical support team through the ticket you’ll receive in your email.