Hi,
I'm looking for feedback on the best practices for sorting & filtering the Opportunity View at the Account Level. We are wrapping up our 2nd year on the Salesforce platform and many of our Accounts have 20+ Opportunities associated to them which has made the Opportunity View at the Account level very cluttered. I'm curious to know how those of you that have been on the platform for many years have managed the growing opportunity list on the Account page. We currently sort the view by Stage > Close Date; however, it is not necessary to show every iteration of a closed opportunity. We have discussed only displaying Open Opportunities along with Closed Opportunities from the current and previous year. Has anyone had a similar issue and if so, how did you sort & filter the Opportunity view on the Account page?
