Filters for Opportunities (Date Range, Status, Compliance Status, Submitted Date, etc.)
It would be helpful to be able to pull reports of opportunities with a date range and status option. Many times, we have wanted to see the transaction type, where each transaction is; cultivate, appointment, closed etc and include the contact details. Also, it would be great to have the report csv exportable.
LABS Team
shared this idea
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Has the new All Opportunities table solved these issues?
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Jodi Cantrell
commented
It would be great for agents/teams to be able to filter their opportunities by returned, submitted, resubmitted, approved, open much like you can in CommandMC.
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Cory Huffer
commented
The user Cory Huffer suggests the functionality of a Lost Opportunity Filter
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LABS Team
commented
It would be nice to be able to see how many opportunites are submitted so we can even check on previous months or years, for example
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LABS Team
commented
Agents need the ability to get a list of Opportunities that are still considered as incomplete (missing a Required doc, returned doc, etc.). If we could set all new submitted Opportunity as "Incomplete" for as long as the CT marks the file as "Complete". A new filter option "Incomplete" on the agent side could be used to list all "Incomplete" Opportunities. As a bonus, maybe a message indicating the reason(s) why it is considered incomplete.
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LABS Team
commented
Compliance status is something that only lives in the individual Opportunity or in messages. Agents need to be able to filter or search by compliance status. Like filter all Opportunities in "returned" status. That way they know what files are behind.
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LABS Team
commented
add lost opportunity to filter search in all opportunities to be able to find just the opportunities that are lost
