Sort Deals by Run Date
It would be helpful to be able to sort deals within each Advertiser by the Date of the Deal, rather than the Name of the Deal. This would help keep deals in chronological order during the year and see easily at a glance what deals you have coming up for the Advertiser.
Kelly Welsh
shared this idea
We have just finished some major overhauls to the Account Profile. One such change is a new Deal tab that will sort deals by Estimated Close Date on open deals and the completed date for closed deals. This should aid in displaying deals in a more chronological order and help to display those deals that are more relevant to the current day then those that may be farther out into the future.
Remember, to get the most use out of your deal, be sure to add an Estimated Close Date to every deal (something we plan on automating in the future as well!) :)
Thanks for the idea!
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Kelly Welsh
commented
In addition, being able to sort all Deals within the Deals Tab by date. Currently all the other fields can be sorted except for Date.