View To See Opportunities That Had Recent Action

Adam Parin
Adam Parin Posts: 1

Is there a view or setting to quickly review all the opportunities that have had recent action for my organization?  I want to check in in the morning on what opportunities have had action/movement for a quick check-in with my team.  I feel that would be a helpful feature for executives to get quick feedback.

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  • Amit Sarda - Pipedrive Consultant - AmitSarda.xyz
    edited April 29 #2

    Pull Update time into the list view and sort it by this column.

    You can pull the same field to configure a new filter.

    There are other 'time'-based fields: last activity, last email sent/received, etc.