This is definitely a more conceptiual question, but I am trying to figure out the best way for my salespeople to be able to "Rank" their top 10 opportunites, so that I can report on it.
Sure I could just add a custom field to the oppportunity called "Rank", but I was hoping for a solution that is a little more feature rich than that. My dream come true solution would be to have a multi-select picklist that functions exactly like the "Customize My Tabs" button where you can select and then order - but that would require some pretty heavy coding and probably some Java I imagine.
I thought about using a multi-select picklist within Visualworkflow, and then trying to rig together a process to rank the selected opportunities - but before I do I just wanted to see if anyone out there has done something similar.
My goal is to make it as easy as possible to Add, Remove, and Re-order the "Top 10 List"
Thanks,
John
4 respuestas
Start with what the Ranking Criteria would be; $Amount? Stage?, Probabily%? Gut feeling?
