crm
When running an opportunities report or viewing opportunities, it would be beneficial to be able to filter the opportunities by stage. Viewing and reporting by stage can facilitate progress updates and help identify categories/levels of donor engagement when used for moves management.
4
votes
Joeli Walrath
shared this idea
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Erin Holcomb
commented
This would be extremely helpful for us to show Moves Management in profiles on how someone moved from cultivation to commitment with dates. It would be helpful to allow this in reporting as well.