Deals Pipeline by close date

Would it be productive to list the the deals in the pipeline by expected close date?

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  • The Sales Forecast view provides some kind of workaround for this.

  • Bernd Auer
    edited March 2021 #3

    I prefer the list depending on the due date to the acitvities - as it is...  Sometimes there is nothing left to do even if the close date is coming very soon. And sometimes I have to do essential things in a long term deal. From my perspective, the filter functionality is sufficiant ("show me all deal with an expected close date next week").