Question

Feature Request - Opportunity Pipelines

  • 15 June 2023
  • 1 reply
  • 19 views
B

It would be very helpful if we could track progress through pipeline stages with reports.  Currently, we have to have 2 pipelines.

  1. 1st Meeting to Design Agreement
  2. Design Agreement to Construction Contract.

If we could create reports that track through stages of a pipeline, we wouldn’t have to have the hassle of working through 2 pipelines.

 

1 reply

Michelle from Copper
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Userlevel 7
Badge +7

Hi @Ben Quie, thanks for posting! Could you give us a bit more detail on what you mean by “track progress through pipeline stages”? For example, what kind of table or chart would you like to create? Any detail you can provide would be helpful - I just want to make sure I understand so that I can help you set it up and/or I can explain your suggestion to the product team.

- Michelle from Copper

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