Question

Filter by Deal Name?

  • 6 July 2023
  • 8 replies
  • 71 views
F

Hello,

There is an initiative in my organization that I want to track via Opportunity name. I noticed that the Deal Dashboard has a locked column for Deal name. Is there a way to filter this column or find an alternative method to track initiatives using Opportunity name? Any insights or suggestions would be greatly appreciated. Thank you!

8 replies

Molly Kipnis
Userlevel 6
Badge +1

Hi @Fiama Balogh, checking on this for you! Thanks for your patience, will get back to you ASAP 😊 

Molly Kipnis
Userlevel 6
Badge +1

@Fiama Balogh Hi again!

 

If you sync that field to Gong from your CRM, you should be able to sort the Deal Board by that opportunity field - your Admin/someone with Admin permissions would have to pull that field in and then add it to the Deal Board as a column. 

 

I hope this helps! Tagging in @Nicole Pettit in case you have any follow up questions 🙂

F

Hey Molly and @Nicole Pettit! 

The field required is synced (Name), however it doesn’t appear as an option in the Filter section. Is there a reason as to why we are able to filter for some fields and not others? 

Nicole Pettit
Userlevel 3
Badge +1

Hi, @Fiama Balogh! If you click “Edit Board” at the top right of the Deal Board where you’d like to pull this field in, you should be able to add that field as a column (one thing to note about clicking “Edit Board” is that you will be editing this board for everyone currently using it at your organization - you can also click the Deal Board dropdown and select “Manage Boards”, then click the 3 dots icon in the row of a Deal Board to duplicate the board in case you’d like to make edits without editing the current boards). Once the field is added to the Deal Board as a column, you can filter using that column on an ascending or descending manner. Let me know if this is not what you were referring to and we will get it figured out! 

Cheers, Nicole
F

Hi @Nicole Pettit, the synced field (Name) is a mandatory field and is appearing as Deal Name in the Columns section (there is no other picklist option for “Name”). Is there a way to filter this column? 

Nicole Pettit
Userlevel 3
Badge +1

@Fiama Balogh if you click the “Name” column, you can sort the Deals by A-Z or Z-A. Let me know if that does not accomplish what you are looking for!

Cheers, Nicole
F

@Nicole Pettit, we’re not looking to sort the deal name alphabetically but filter it so we capture opportunities that have “xyz” in the title. 

Nicole Pettit
Userlevel 3
Badge +1

Hi, @Fiama Balogh! Thank you for that extra info/context! I don't think you can filter by a free text field like opportunity name, and this would also get cumbersome from a UI standpoint. The workaround would be to create a new field in the Salesforce opportunity object and use Salesforce to find these opportunities tied to the initiative by name and update that field, then add the field to Gong and filter on it - e.g. let's say I have an initiative to track opps that are at risk of churn. You would create a new field called “Churn Risk” (could be checkbox), and then this would find by name all the Churn Risk opps. We could then check the checkbox and filter by this field. 

Cheers, Nicole

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