Portfolios do not have the ability to display opportunities. We need to see which prospects with a Prospect Status of A do have, or more importantly - do not have a current Opportunity. Opportunity lists will show you who has an Opportunity but the only way to bring the two data sets together is via export of portfolio data and export of opportunity data and a vlookup to bring them together.
Deb Dressely
Portfolios do not have the ability to display opportunities. We need to see which prospects with a Prospect Status of A do have, or more importantly - do not have a current Opportunity. Opportunity lists will show you who has an Opportunity but the only way to bring the two data sets together is via export of portfolio data and export of opportunity data and a vlookup to bring them together.