As a User I would like to be able to save Filters on Deals, so that I can come back to them at a later date without having to recreate the same Filter again and again.
.
This will help with managing Deals efficiently by cutting down on basic repetitive tasks.
.
For example, I would like to filter all Deals that live in X Region and has Y EnquiryType.
This would need to be set up each time I want to view those specific Deals, and get reset if I want to view any other view.
.
This feature could be called âViewsâ that allow you to see certain results instantly.
.
Further, this feature could be enhanced by allowing you to see any columns of data in the Deal list view that you want (eg, any number of custom fields, default fields etc) to provide a âsnapshotâ of the Deal info without delving into each one individually.
3 Likes