One thing missing from the current opportunities grid (portfolios > opportunities) is a column indicating if an opportunity is tied to a conditional application, and if so, which one.
Currently, the only way to find a list of which opportunities are tied to a conditional is to look at the conditional's associated opportunities tab, which is not actionable.
As more clients utilize more conditional applications, it'd be helpful to be able to sort/filter the full list of opportunities by conditional they are tied to and take action if needed. I see it as looking similar to the current Scopes column in that grid.
Employee Name | Brooke Butler |
Client Name "shard name" | ou, tennessee, southalabama, auburn, usc |
User | Opportunity Admin, System Admin |
Functional Unit | Grids |