ForumsQuestionsAdding Contact Value to Task Priority
Adding Contact Value to Task Priority
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dlechner |
How do I add another priority field when creating a task?
Specifically, how can I add a field that prioritizes off of contract value? I use the priorities for sales - but I can't seem to prioritize according to contract value. I need to keep my highest dollar projects at the top of my tasks. |
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Jake Toodledo Founder |
Im not sure if this is possible, but you could try using "tags" and then sorting by tag.
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dlechner |
Jake - thanks for replying. This would be especially useful. I work with many different programs, and the weighting came make them the same, but I can't tell the difference between a $Million dollar program or a $1,000 opportunity in my tasking. It would help to have the as an isolated choice somehow and keep the highest dollar returns on top of the list.
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