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How do I add the 'Opportunity Product' views to the main Sales Manager GUI - ideally listed under Opportunities?
Currently I have a Opportunity Product Dashboard - the view can be accessed from the Dashboard but that is too many clicks.
Any suggestions please.
Do you think you could provide a screen shot of what you want to achieve?
Here's an explanation
Go down to Products-> and Select Opprtunity Product View and make(or create) it as default view, whenever you will open the Product you will see View with Opportunity Products.
I thought that answer was it but unfortunately I can only create and have views in products that are related to the 'Product' entity
I need the 'Opportunity Product' Entity to show under sales that's where all my views are. I can only currently get it to show in a dashboard.
I want an easy way for people to see a pipeline of the products we are selling without needing to visit a Dashboard
Hi Andrew, is it what do you mean?
If yes, then you can achieve it using sitemap editor and I can give you detail how do to it if it is what do you want.
I'd love to be able to do that: any help would be great.
This is special posted to help you.
Maybe this link can help you.
Please kindly to refer this, and if you got any problem, just tell me and help to verify the answer if ok.
A nice tutorial for me as newbie. Thanks.
Thank you for the blog and software links. I am certain this would have worked
I tried adding our CRM to the software and when I tried getting the Orgs it came back with an error about a potentially dangerous request path value.
I've no clue about who to go to get this fixed
"I tried adding our CRM to the software and when I tried getting the Orgs it came back with an error about a potentially dangerous request path value".
What is your problem actually? Can you explain it deeper?
Tried this today. Kudos from me this worked a treat!
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