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Customer experience | Sales, Customer Insights,...

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How To Sales Accelerator Due in 30 Days?

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Posted on by OverwatchMedia

In Dynamics sales there is the Sales Accelerator, that only shows me tasks that are past due. How can I create a new card type that tells me about tasks due within 3 days or something? Let alone tomorrow or within 3 days, its not convienient if it doesnt even show tasks due today that just haven't past yet.

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Zhilan 87 on at

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You can add a new filter for Due date (Due Today, Due next 3 days...)

You need to go to Sales Inisight Settings -> Click on Sales Accelerator -> then WorkSpace -> Go to customize Workplace "Filtering and Sorting), select your record type (lead opportunity, activities ......) and select the field and add the filtering for it and make it available (let it be in the default filter group "more")

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