Custom Sorting in Reports
Can I custom sort a report by the stage field. Under field setup for the potentials view I can add a sales stage field and sort each stage how I want them. Example: Fallback, Qualifying, Presentation, Needs and Solutions, Activate and Transition, Retain. I want to create a pipeline report that sorts the stages in this order. I know I can sort alphabetically ascending or descending, but can I sort them in order of sales stage?