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dlechner

Posted Jan 29, 2015 in: Adding Contact Value to Task Priority
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  • dlechner
  • Posted: Jan 29, 2015
  • Score: 0
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.
dlechner

Posted Jan 28, 2015 in: Adding Contact Value to Task Priority
Score: 0
  • dlechner
  • Posted: Jan 28, 2015
  • Score: 0
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.