I just tried to run an Opportunities List to identify how many opportunities we have at various stages. I spend over an hour going line-by-line to remove duplicate Opportunities. The duplicate Opportunities were artificially inflating the Expected Amount figures.
We are currently soliciting a group of individuals to create a joint project. This is specific to this group. Each group member has their own record. It would be much easier to track if we could attach the opportunity to all of the individual constituents involved. Instead we have to track it outside of RE otherwise we would have misleading RE reports.
I just tried to run an Opportunities List to identify how many opportunities we have at various stages. I spend over an hour going line-by-line to remove duplicate Opportunities. The duplicate Opportunities were artificially inflating the Expected Amount figures.
We are currently soliciting a group of individuals to create a joint project. This is specific to this group. Each group member has their own record. It would be much easier to track if we could attach the opportunity to all of the individual constituents involved. Instead we have to track it outside of RE otherwise we would have misleading RE reports.