A number of improvements were made to our pipeline or opportunities today including

• Enhancements and fixes to how authorizations are automatically calculated. Now the assigned sales rep’s manager and their manager (“manager of manager”) can access opportunities, allowing sales managers and directors to view and update opportunities for their entire team
• A fix was applied to move recently opened opportunities to the top of the search list, unless you sort by any column such as value, probability, factored deal value or sales stage. We also enhanced the sort of sales stages, rather than sorting alphabetically forcing you to label stages as “01 – xxx”, “02 – yyy” we now sort stages in order of default then maximum deal closure probability with lost stages coming before 0% probability stages
• Automatic or user driven project creation of a project from an opportunity was enhanced with opportunity dates now being transferred to the new project, and immediate transfer of the newly created project ID back into the opportunity screen without having to reload
• Additional columns in search or opportunity list screen including comments and files or attachment column