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Export Appraisal Pipeline to CSV

As an Admin
I would like the ability to export all my active appraisals to a CSV that do not have a future task on them.
I need to be able to see what current appraisal still require some action to be taken.

Currently, in the Appraisal Pipeline screen, you can see which appraisals do not have a task as it displays with a warning symbol.
I would like to be able to filter for all appraisals that do not have a task and Export to csv

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AdminBox and Dice (Admin, MRI Software) shared this idea  ·   ·  Report…  ·  Admin →

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  • Kylie Neal commented  ·   ·  Report

    Hi Box+Dice,

    Couldn't this be achieved on the Contact filter screen?
    Activity is any of Appraisal, Activity Consultant is me
    and Future Tasks/Appointments are not present, Consultant is me?

    K

  • [Deleted User] commented  ·   ·  Report

    This functionality would be useful to ensure that I do not miss any opportunities to nurture appraisals that might not be ready to sell immediately.