List all my open opportunities where I can be either responsible or presales or contact

Hello,

 

I can take severall roles in my opportunities. I can be a contact, presales, responsilbe, etc.

 

How can I create a list with all my opportunities.

Thanks

Like 0

Like

1 comments

Hello, 

 

You can create a new dynamic folder in the Opportunity section, that will be populated with records based on the set filter:

1. Add filter condition based on the opportunity stage and choose all the needed stages from the list. 

2. Add a group of conditions based on your "role": owner/contact/etc. 

For an example, you can refer to the attached screenshot.



 

Best regards, 

Anastasiia

Show all comments