Filter leads, companies, or opportunities by related Projects

When I'm tracking a project in Copper CRM I tag all relevant records, but it's very difficult to see the impact or breadth of a project across different opportunities or companies because:

- The custom report builder only exports the first related record when exporting projects
- The custom report builder does not export Related records when exporting opportunities
- The sidebar does not allow you to multi-select, let alone across record types
- You cannot filter the Leads or Opportunities tables/lists by Project

It would suffice to have a CRB feature to export all related records for a Project, but better yet would be to support filtering by Project in the record views.

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1 Comments

  • It would be extremely helpful to be able to filter people, companies, or opportunities by projects they relate to. For instance, I want to have the ability to send a bulk email to people that I've related to a specific project.

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