Be able to filter by opportunity when creating an Action list

We run an open action report each week to review items that need to be addressed. However, different groups look at different actions and we need to be able to filter by opportunity.

  • Guest
  • Aug 17 2017
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  • JP Provencal commented
    October 05, 2018 21:32

    Also adding opportunity record filters such as opportunity status would be helpful.

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