List all my open opportunities where I can be either responsible or presales or contact
16:24 May 27, 2021
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
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1 comments
11:24 May 28, 2021
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
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