Add a filter on Forecast Reports to select individual Accounts
Currently you can only edit Categories. We should also be able to edit by Account so we can pull Forecasts for individual accounts needing review.
4
votes
Jeff Klopfenstein
shared this idea
We have just finished testing this feature with intentions of having it ready for next big release this year! We also threw in an Agency filter for good measure :)
Expect to see this before November along with sharing accounts between salespeople and an awesome document storage solution.
Thanks for your patience!
-
Melanie Brightwell commented
A filter by agency would be advantageous, too.